Investor insights
Funding rounds participated in
$6M sweet spot round size
Most of their 1 investments are in rounds between $6M and $6M
Investor type
Family Investment Office
Basic info
Industry
financial services
Sectors
Estate Planning
Advanced Financial Planning
Private & Alternative Investments
Concierge Services
Customized Investment Planning
Cash Flow Management
Entrepreneurial Development
Tax Planning& Preparation
Investment Advisory
Bill Pay Services
League & Retirement Benefits
Family Financial Support & Management
Date founded
2020
Investments made
U
Undisclosed raised $6M on December 14, 2022
Investors: Fog City Capital, Level One Fund, Elysian Park Ventures, Relay Ventures and Aurélien Capital Partners