Investor insights
Funding rounds participated in
$2.2M sweet spot round size
Most of their 1 investments are in rounds between $2.2M and $2.2M
Basic info
Industry
financial services
Sectors
Retirement Planning
Financial Services
Investing
Fiduciary Advisors
Wealth Management
Financial Goals
Investments
Consulting
Portfolio Strategy
Finances
Investment Opportunity
Performance
Retirement
Date founded
2014
Investments made
U
Undisclosed raised $2.2M on July 1, 2018
Investors: Forward Venture Capital, Kickstart Seed Fund and Coign Capital Advisors