89
Growth Score
pts
Heat Score
64 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 Milestones
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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233554
The only investment bank focused solely on WealthTech
- Past Role: FinMason, Inc, CEO
- J. Gibson Watson: Senior AdvisorPast Role: Swan Global Investments, Chief Strategy Officer
About the Company
We focus only on WealthTech. It may only be 17% of FinTech as a whole, but such a narrow focus gives us certain capabilities and efficiencies we would not have otherwise.
VC and Growth Equity has become more selective. Strategic industry players are increasingly becoming an important part of an outreach campaign. For early stage companies, getting
the right strategic exit requires specific industry expertise.
-We understand the players, their problems, the solutions that could work, and why. We believe that articulating the right fit is the key to strategic success.
-We understand the nuances of your business.
-We don't just build your financial model and yeet you onto the capital markets.
