Developer of a wealth management platform designed to offer investment advisory services. The company's platform uses a combination of design, data science and technology to empower investors with the information and guidance they need to achieve their personal financial goals, enabling investors of all wealth levels to better manage their investments and get accessible and affordable guidance for their financial planning.
Generating Revenue
Privately Held (backing)
Venture Capital-Backed
The company raised $50.75 million of Series E venture funding led by General Atlantic on June 13, 2018, putting the company's pre-money valuation at $420 million. Bain Capital Ventures, DCM Ventures, Eaton Vance, New York Life, Nyca Partners, UBS, and Union Square Ventures also participated. The company intends to use the funds to accelerate investments in technology.
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