Investor insights
Sectors invested in
Traditional IRAs1
Real Estate1
Wealth Management1
Financial Services1
Health Insurance1
Small and Medium Businesses1
Finance1
Asset Management1
Data Management1
Investment Management1
Deal Structuring & Financing1
Diversified Portfolios1
Personal Finance1
Investing1
Fiduciary Advice1
Financial Habits1
Roth IRAs1
Funding rounds participated in
$5M sweet spot round size
Most of their 2 investments are in rounds between $5M and $5M
Basic info
Industry
financial services
Date founded
2016
Investments made
M
M7 Real Estate Ltd raised undisclosed on May 22, 2020
Investors: TTB Partners
F
Finhabits raised $5M on April 1, 2019
Investors: Mentors Fund and TTB Partners