Find A Wealth Manager Overview

  • Founded
  • 2012
Founded
  • Status
  • Private
  • Latest Deal Type
  • Angel
  • Latest Deal Amount
  • $704K
Latest Deal Amount
  • Investors
  • 2

Find A Wealth Manager General Information

Description

Provider of an online platform created to connect individuals to wealth managers. The company's online platform helps high net worth individuals find the best-matched wealth managers for their individual profile and needs enabling investors to achieve their financial goals.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Angel-Backed
Primary Industry
Financial Software
Primary Office
  • 1A Keong Saik Road
  • Singapore, 089109
  • Singapore
+65 6805 0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Find A Wealth Manager Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Angel (individual) 08-Feb-2017 $704K 00.000 Completed Startup
1. Seed Round 31-Dec-2014 00000 00000 Completed Startup
To view Find A Wealth Manager’s complete valuation and funding history, request access »

Find A Wealth Manager Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of an online platform created to connect individuals to wealth managers. The company's online platform helps hi
Financial Software
Singapore, Singapore
4 As of 2017
00.000
0000000000 00.000

00000000

ate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proiden
000000000 00000000
Chatham, NJ
0 As of 0000

00000000

e et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut
000000000 00000000
Surrey, Canada
000 As of 0000
000.00
0000000 0000 000.00
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Find A Wealth Manager Competitors (27)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Invessence Corporation Chatham, NJ 0
000000000000 Private Equity-Backed Surrey, Canada 000 000.00 0000000 0000 000.00
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
00000000000 Corporate Backed or Acquired Washington, DC 00 000.00 000000&0
000000000 Private Equity-Backed Buffalo Grove, IL 0000 000000000 00 0000
You’re viewing 5 of 27 competitors. Get the full list »

Find A Wealth Manager Executive Team (2)

Name Title Board Seat Contact Info
Lee Goggin Co-Founder & UK Head
You’re viewing 1 of 2 executive team members. Get the full list »

Find A Wealth Manager Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Prive Holdings Angel (individual) Minority 000 0000 000000 0
Vulpes Investment Management Family Office Minority 000 0000 000000 0
To view Find A Wealth Manager’s complete investors history, request access »