Total Funding
6
Total FundingAngel raised
Growth Score
pts
Heat Score
3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Software that enables financial advisors and institutions to help clients build assets and manage their full financial lives
About the Company
Web-based platform that enables financial advisors and institutions to help clients build assets and manage their full financial lives - leveraging powerful behavioral finance techniques, automated plan execution and seamless advisor integration
Guide modernizes the financial advising experience and democratizes access to high-quality financial
guidance across the United States.
We are based in San Francisco, California and partner with Intuit to provide users with secure access to accounts at 19,000 financial institutions across North America.
