• FOUNDING YEAR: 2013
    LOCATION:
    India
    REGION:
    VA
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Portfolio Allocation. Provides financial plan based on both their needs and their risk tolerance.
REVENUE MODEL:
Viewable by subscribers only
COMMENT
Financial advisors - Robust marketplace that drives new business and a SaaS platform to create a financial plan, deliver recommendations, track progress and automate follow-ups. Consumers - To connect with a highly-trained professional financial advisor who can help to achieve your long-term goals.

PEOPLE

FOUNDERS:
Rich Ellinger, Matt Hagopian
Board Members and Advisors:
Bobby Yazdani, Sheryl Garrett, Marie Swift
NUMBER OF EMPLOYEES:
1-10
INVESTORS:
Signatures Capital,Bobby Yazdani,Green Visor Capital

TRACTION

VALUATION / MARKET CAP:
$11.37 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$1.7 Millions
SEED & PRIOR FUNDING:
$1.7 Millions
LISTED:
NO

LATEST RESEARCH