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
Wealth Management
Closed End Funds
Financial Planning
Estate Planning
Mutual Funds
Research
Fixed Annuities
REITs
Fixed Income
UIT's
Retirement Products
Syndicate
Retirement
Financial Services
Life Insurance
Trading
Options
Equities
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