Investor insights
Funding rounds participated in
$7.5M sweet spot round size
Most of their 1 investments are in rounds between $7.5M and $7.5M
Investor type
Venture Capital
Basic info
Industry
financial services
Sectors
Options
Financial Services
Mutual Funds
Fixed Annuities
Life Insurance
Research
Fixed Income
Retirement Products
REITs
Estate Planning
Wealth Management
Equities
Trading
Closed End Funds
Financial Planning
Syndicate
UIT's
Retirement
Date founded
2002
Investments made
U
Undisclosed raised $7.5M on April 28, 2022
Investors: BankTech Ventures, LP, Choice Financial, Patamar Capital and American Capital Partners, LLC