Basic info
Industry
financial services
Sectors
Cap and Collar Inflation Adjustment
Historical Returns
Guardrails
Guyton Inflation Adjustment
Software
Portfolio Management
Retirement Strategy
Application
Asset Allocations
Sustainable Withdrawal Rate
Financial Services
Retirement
FinTech
Strategies
Evaluate
Academic Research
Constant Inflation Adjustment
Ratcheting Rule
Apps
Date founded
2018
Funding rounds raised
Total raised
$10M
from 3 investors over 3 rounds
T
Timeline raised $10M on September 25, 2023
Investors: BlackFin Capital Partners | Investors in Financial Services and MTech Capital
T
Timeline raised $7.9M on April 5, 2022
Investors: MTech Capital