• FOUNDING YEAR: 2013
    LOCATION:
    United States
    REGION:
    Nevada
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Financial Advisory services. Financial advisor which donot charge management, trading, or rebalancing fees and pass the savings to the custome
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Online Retail investors
COMMENT
Retirement Planning,Tailored Portfolio,asset allocation

PEOPLE

NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Galvanize Ventures,InnoSpring Seed Fund,Sorenson Legacy Foundation,VegasTechFund,VilCap Investments

TRACTION

TRANSACTIONS VALUE:
$22 MM
TRANSACTIONS COMMENT:
22M is AUM

MOMENTUM

FUNDED:
YES
LISTED:
NO

LATEST RESEARCH