Investor insights
Sectors invested in
saving1
FinTech1
Wealth Management1
Banking1
Financial Services1
technology1
fintech1
credit1
credit-building1
financial1
cdfi1
banking1
access to capital1
Funding rounds participated in
$1.6M sweet spot round size
Most of their 1 investments are in rounds between $1.6M and $1.6M
Basic info
Industry
venture capital and private equity principals
Sectors
Service Industry
Crowdfunding
Financial Services
Fintech
Fund back office services
Fund taxes
LLC Funds
Form ADV
Syndicate services
SPV administration
506(c) verification
Marketplace
Fund accounting
Start-up Company bookkeeping
ERA Compliance
Fund administration
Angel Group services
Opportunity Zones
Venture Capital
KYC/AML
Date founded
2012
Investments made
W
Wellthi raised $1.6M on January 1, 2021
Investors: Zeal Capital Partners and Assure Services
Funding rounds raised
A
Assure Services raised undisclosed on October 6, 2019
Investors: AfterWork Ventures and West Quad Ventures
A
Assure Services raised undisclosed on July 25, 2019
Investors: LAUNCH