Investor insights
Sectors invested in
E-Commerce1
B2B1
Wholesale1
Retail1
wholesale1
distributors1
b2b1
retail1
e-commerce1
Funding rounds participated in
$3M sweet spot round size
Most of their 1 investments are in rounds between $3M and $3M
Basic info
Industry
investment management
Sectors
Financial Services
retail investments
Finance
FinTech
portfolio optimization
advisor software
financial client relationship management
behavioral economics
personal investing
Date founded
2012
Investments made
F
Foundation raised $3M on May 1, 2023
Investors: Founders Co-op, Ascend.vc, Fortson VC and Upside
Funding rounds raised
Total raised
$1.1M
from 6 investors over 6 rounds
U
Upside raised $1.1M on July 14, 2014
Investors: SeedInvest, SixThirty Ventures, Cultivation Capital and Balderton Capital
U
Upside raised $100K on October 1, 2013
Investors: Cultivation Capital and SixThirty Ventures