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
Retirement Planning
Business Owners
Financial Services
Finance
Investment Management
Women in Transition
Business Planning
Wealth Management
Fee Only Financial Advisor
Consulting
Financial Planning
Emerging Affluent
Date founded
1991
Investments made
S
Secure raised $11M on June 8, 2022
Investors: FTX and Stearns Financial Group