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
Private & Alternative Investments
Cash Flow Management
League & Retirement Benefits
Entrepreneurial Development
Family Financial Support & Management
Bill Pay Services
Estate Planning
Concierge Services
Advanced Financial Planning
Investment Advisory
Tax Planning& Preparation
Customized Investment Planning
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