Investor insights
Sectors invested in
Gaming1
Online Games1
Lifestyle1
Funding rounds participated in
$15M sweet spot round size
Most of their 1 investments are in rounds between $15M and $15M
Basic info
Industry
financial services
Sectors
life insurance
tax planning
ROTH conversions
medicare analysis
business owners
executive comp plans
tax plan implementation
social security analysis
self-directed accounts
401K
asset protection
financial freedom
corporate financial wellness
FIRE
corporate funding strategy
private investing
annuities
alternative investments
tax strategy
disability funding
Date founded
2017
Investments made
X
XSET raised $15M on July 19, 2022
Investors: Whitwell & Co., LLC