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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
Impact Investing
SaaS
Financial Services
FinTech
Software
Machine Learning

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