Investor insights
Sectors invested in
Finance2
Financial Services2
FinTech1
Risk Management1
Advice1
Retirement1
Information Technology1
Wealth Management1
Funding rounds participated in
$21M sweet spot round size
Most of their 3 investments are in rounds between $17M and $24M
Basic info
Industry
financial services
Sectors
Wealth Management
Financial Services
FinTech
Software
Date founded
1999
Investments made
F
FIDx raised $24M on November 10, 2022
Investors: Global Atlantic Financial Group and Envestnet, Inc
Y
YieldX raised $17M on October 27, 2021
Investors: Envestnet, Inc
A
AlphaHedge Capital Partners, LLC raised undisclosed on April 10, 2015
Investors: Envestnet, Inc