Investor insights
Sectors invested in
Mobile1
Hospitality1
Funding rounds participated in
$500K sweet spot round size
Most of their 2 investments are in rounds between $500K and $500K
Investor type
Private Equity Firm
Basic info
Industry
financial services
Sectors
Wealth Management
Retirement Planning
estate planning
Investments
wills and trusts
Date founded
1983
Investments made
U
Undisclosed raised undisclosed on September 10, 2016
Investors: TNB Financial Services
K
Kind Intelligence raised $500K on September 28, 2012
Investors: TNB Financial Services