Investor insights
Sectors invested in
Automated Business Processes1
Software1
Marketing1
SaaS1
Automated Marketing for Financial Advisors1
Prebuilt Marketing Campaigns1
Funding rounds participated in
$3.5M sweet spot round size
Most of their 1 investments are in rounds between $3.5M and $3.5M
Basic info
Industry
financial services
Sectors
philanthropy
retirement planning services
tax planning
retirement plan solutions
asset management
wealth management
financial planning
trust services
multi-generational wealth planning
Consulting
investment analysis and selection
investing
consulting services
risk management
Financial Services
wealth planning
estate planning
business retirement plans
insurance solutions
tax preparation
Risk Management
Date founded
2006
Investments made
S
Snappy Kraken raised $3.5M on August 13, 2019
Investors: ScratchWorks, Flyover Capital and Mariner Wealth Advisors