Basic info
Industry
software development
Sectors
private equity
analytics
RIA
business intelligence
investment banking
domo
salesforce
Computer
financial advisor
customer relationship management
document management
dashboards
workflow automation
CRM
e-signature
docusign
Date founded
2019
Funding rounds raised
Total raised
$12M
from 4 investors over 4 rounds
A
Asset Class raised $12M on July 11, 2022
Investors: Plexus Capital, LLC, TTV Capital, LiveOak Venture Partners and Canapi Ventures