Investor insights
Sectors invested in
Financial Services2
FinTech2
B2B1
Advice1
Wealth Management1
Funding rounds participated in
$4.4M sweet spot round size
Most of their 2 investments are in rounds between $2.7M and $6M
Investor type
Hedge Fund
Basic info
Industry
financial services
Sectors
retirement planning
Financial Services
insurance planning
financial advice
financial planning
wealth management
investing
tax planning
Date founded
2013
Investments made
S
Seeds raised $2.7M on November 17, 2022
Investors: Social Leverage, DuContra Ventures and Ritholtz Wealth Management
O
Onramp Invest raised $6M on August 3, 2021
Investors: Fox Ventures, LLC, Malex Enterprises, Eterna Capital, Galaxy Digital, Silicon Beach Investment Group, Trajectory Ventures, Gemini Fund Services (Mutual Fund Administrator) and Ritholtz Wealth Management