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
risk management
business retirement plans
Financial Services
asset management
estate planning
trust services
Risk Management
tax preparation
retirement planning services
investment analysis and selection
Consulting
wealth planning
multi-generational wealth planning
consulting services
insurance solutions
investing
financial planning
wealth management
philanthropy
retirement plan solutions
tax planning
Date founded
2006
Investments made
S
Snappy Kraken raised $3.5M on August 13, 2019
Investors: ScratchWorks, Flyover Capital and Mariner Wealth Advisors