Investor insights
Sectors invested in
emergency savings1
Employee Benefits1
Financial Services1
workplace savings1
financial wellness1
employer benefits1
Funding rounds participated in
$11M sweet spot round size
Most of their 1 investments are in rounds between $11M and $11M
Basic info
Industry
financial services
Sectors
Wealth Management
Financial Planning
Retirement Planning
Finance
Women in Transition
Investment Management
Business Owners
Emerging Affluent
Consulting
Financial Services
Fee Only Financial Advisor
Business Planning
Date founded
1991
Investments made
S
Secure raised $11M on June 8, 2022
Investors: FTX and Stearns Financial Group