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

Description

FOCUS

PRODUCTS & SERVICES:
Financial planner & wealth management platform for individuals. Money Mind Analyzer tool helps people to uncover their biases toward money to help them make better choices.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Businesses

PEOPLE

FOUNDERS:
Joe Duran, Bob Doede
NUMBER OF EMPLOYEES:
201-500
INVESTORS:
Bessemer Venture Partners, Grail Partners, Sageview Capital

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$38 Millions
DATE OF LAST FUNDING:
Oct 2013
TOTAL FUNDING COMMENT:
Venture funding

LATEST RESEARCH