Total Funding
63
71
Total FundingPre-Seed raised
Growth Score
-4 pts
Heat Score
2 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
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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126306
SaaS, FinTech, RegTech (ERISA)
- Kevin Clark: CEO & Co-FounderPast Role: NEXT Financial Group, RR/ IAR
About the Company
Unlocking the $12.2T "held-away" market for investment advisers.
SaaS for financial advisers to scale the research, advice, delivery and documentation of "held-away" accounts and guarantee ERISA Compliance.
Creating the first TAMP (Turnkey Asset Management Provider) for "held-away" assets.
