Basic info
Industry
financial services
Sectors
Wealth Management
Accounting
Financial Planning
Retirement Plan Services
Estate Planning
Tax Planning & Projections
Federal & State Tax Preparation
Tax
Investment Management
Payroll Tax Reporting
Advice
Consulting
Business Consulting
Financial Services
Asset Protection
Financial Statement Compilation
Risk Management
Date founded
1988
Funding rounds raised
B
Beaird Harris raised undisclosed on December 6, 2021
Investors: Emigrant Partners