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Totum Wealth

6 employees

Totum Risk is a multi-scoring, risk tolerance tool kit for financial institutions, financial advisors, 401ks, insurance, banks, and more.

Basic info

Industry

financial services

Sectors

Wealth Management
Financial Services
SaaS
FinTech
Software
Machine Learning
Impact Investing

Date founded

2015

Funding rounds raised

Total raised

$3.5M

from 1 investors over 1 rounds

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Totum Wealth raised $3.5M on November 9, 2015

Investors: Envestnet | Yodlee Incubator

FAQ