Basic info
Industry
financial services
Sectors
Cap and Collar Inflation Adjustment
Financial Services
Portfolio Management
Academic Research
Evaluate
Sustainable Withdrawal Rate
Constant Inflation Adjustment
Guardrails
Apps
Ratcheting Rule
Historical Returns
FinTech
Strategies
Software
Guyton Inflation Adjustment
Retirement Strategy
Asset Allocations
Application
Retirement
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