• FOUNDING YEAR: 2013
    LOCATION:
    United States
    REGION:
    MI
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Web application designed for financial advisors. It is designed to eliminate the headaches, hassles, and inefficiencies that exist with filling of financial paper forms.Web Application
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Centennial Wealth Advisory, Grace Advisory Group
COMMENT
It features the industry's leading eSignature technology which aims at less paperwork.

PEOPLE

FOUNDERS:
Yusuke Hirata, Josef Waltenbaugh, Patrick Kelly, Zach Lipson
NUMBER OF EMPLOYEES:
1-10
INVESTORS:
Brainpad, DG Incubation, Annexus Ventures

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
DATE OF LAST FUNDING:
Nov 2016
TOTAL FUNDING COMMENT:
An undisclosed amount raised in venture round in 2016.

LATEST RESEARCH