Back to Mobile View
Subscribe to the CrunchBase Daily for the latest on Fundings, Acquisitions, and Startup Events

General Information

Websitefinancialguard.com
Twitter@FinancialGuard
CategoryConsumer Web
Phone6149736999
Emailsales@financialgu...
Employees8
Founded12/2009
DescriptionOnline Investment Manager

Offices

HQ
6440 Wasatch Blvd
Salt Lake City, UT, 84121
USA
Sales
4000 Presidential Parkway
Powell, OH, 43065
USA

People

COO
President
Director of Business Development

Funding

VENTURE FUNDING
Seed, 7/2013
Cherokee & Walker
$2M

Tags

Financial Guard

Financial Guard is an online investment manager that is changing the way individual investors receive and implement investment advice.

Utilizing technology, we deliver professional, unbiased, transparent and actionable investment advice to all investors - regardless of asset size - at a fixed price that is a fraction of the cost of traditional investment advice. Our service enables investors to quickly receive a holistic view of their entire investment portfolio(s) and receive actionable recommendations on how to optimally deploy their assets to realize their retirement dreams. Financial Advice at Right Price, Finally!

Financial Guard enables investors to sync all their accounts, without the assets actually moving, and receive grades for individual investments and accounts, as well as for their entire portfolio. Investors are then shown our recommendations on what to Buy, what to Sell, and what to Hold to achieve optimal diversification for their individualized risk profile and retirement needs. We’ve taken the guesswork out of retirement planning, and we’ve done it all for one low, fixed monthly payment.

Recent Milestones

Videos

Above:

Financial Guard demoing at FinovateFall 2013

Added: 3/11/14

Screenshots

Financial Guard screenshot
Above: Homepage
Uploaded: 7/15/13
Financial Guard screenshot
Above: Advice Sample
Uploaded: 7/15/13
Financial Guard screenshot
Above: Fees Comparison
Uploaded: 7/15/13

Sources

  1. Citation Needed [add]
Edit This Page
Last Edited 3/11/14

Revision History RSS Picture

Sharing

Share this page on Twitter or Facebook:
Or copy this code to embed a widget: customize ยป

External Links

CrunchBase API

Sponsors



Become a Sponsor
Terms of Service | Privacy Policy | Licensing Policy