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
Wealth Management
Financial Goals
Retirement Planning
Portfolio Strategy
Consulting
Performance
Financial Services
Investment Opportunity
Retirement
Investments
Fiduciary Advisors
Finances
Investing
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