• FOUNDING YEAR: 2014
    LOCATION:
    United States
    REGION:
    South Carolina
    Last Update:
    9 Sep, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Financial Wellness solution.
EXISTING PARTNERSHIPS:
Betterment, charlesschwab Institutional, Credible, policygenius, MAX, Sofi, SelectQuote, Advinsure - Solution Partners.
COMMENT
Makes use of certified plannerd and latest technology and software to provide the finance solution and enables the HR to improve the bottom line.

PEOPLE

Board Members and Advisors:
Rick Getman (CFP), Matt Ritt (CFP)
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Anthony Del Porto, David Mendez, Capital A Partners, IOP Capital
KEY EMPLOYEES:
Steve Wilbourne(CEO), John Tabb(COO), John Smith(CTO), James Carlson(CPO)

TRACTION

VALUATION / MARKET CAP:
$21 MM in 2016

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$2.8 Millions
DATE OF LAST FUNDING:
Jan 2016
SEED & PRIOR FUNDING:
$2.8 Millions
SEED CLOSED ON:
Jan 2016

LATEST RESEARCH