Provider of investment assistance services. The company helps its users in working with broker-dealers, banks and credit unions, traditional producer groups and registered investment advisors as they expand their product offering to include fixed, indexed and alternative products.
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
1. Angel (individual) | 21-Oct-2014 | $500K | 00000 | Completed | Startup |
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Bob Phillips | Managing Director & Founder | ||
Mitchell Whitney | Senior Vice President, Sales & Marketing & Chief Marketing Officer | ||
Harry Stout | Consultant & Board Member |
Name | Representing | Role | Since |
---|---|---|---|
Harry Stout | Alternative Brokerage | Consultant & Board Member | 000 0000 |
Growth Rate
Size Multiple
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
Request a free trial