• FOUNDING YEAR: 2014
    LOCATION:
    Canada
    REGION:
    BC
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Online automated financial advisor
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Retail investors

PEOPLE

FOUNDERS:
Randy Cass
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Metroland Media, National Bank of Canada

TRACTION

VALUATION / MARKET CAP:
$40 MM in 2017

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$5.92 Millions
DATE OF LAST FUNDING:
Apr 2017
SEED & PRIOR FUNDING:
$1.5 Millions
SEED CLOSED ON:
Aug 2015
FUNDING SERIES:
SERIES A
$4.42 Millions Closed: Apr 2017
LISTED:
NO

LATEST RESEARCH