• FOUNDING YEAR: 2013
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    22 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Upside: It is an online investment platform that helps registered investment advisors by leveraging technology and algorithms to advise, manage, and service clients. It provides automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, and practice analytics in an intuitive, design-led user interface.
REVENUE MODEL:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
It has partnered with the Shareholders Service Group that provides brokerage services to over 1,200 advisers across the US.

PEOPLE

FOUNDERS:
Tom Kimberly, Juney Ham
Board Members and Advisors:
Elaine Wherry
NUMBER OF EMPLOYEES:
1000+
INVESTORS:
Cultivation Capital, SixThirty
KEY EMPLOYEES:
Juney Ham (President)

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$100 K
DATE OF LAST FUNDING:
Jul 2014
SEED & PRIOR FUNDING:
$100 K
SEED CLOSED ON:
Oct 2013
SEED PRIOR FUNDING COMMENT:
Venture Round: $1.1 M (July 2014)
LISTED:
NO

LATEST RESEARCH