Investor insights
Funding rounds participated in
$25M sweet spot round size
Most of their 5 investments are in rounds between $7.8M and $25M
Investor type
Investment Bank
Basic info
Industry
financial services
Sectors
Wealth Management
Capital Markets
Financial Services
Finance
Banking
Personal Investing
Date founded
1969
Investments made
U
Undisclosed raised $18M on May 13, 2002
Investors: Fidelity Growth Partners, Worldview Technology Partners and Morgan Keegan & Company
U
Undisclosed raised $53M on November 5, 2001
Investors: Sands Brothers Asset Management, LLC, Kleiner Perkins, Juniper Networks and Morgan Keegan & Company
U
Undisclosed raised $7.8M on April 30, 2001
Investors: Morgan Keegan & Company
U
Undisclosed raised $25M on January 25, 2001
Investors: Genesis Partners and Morgan Keegan & Company
U
Undisclosed raised $25M on January 24, 2001
Investors: Genesis Partners and Morgan Keegan & Company