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Totum

Totum?uq=BoBgMMEs
2015 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
Accelerator/Inc LATEST DEAL TYPE
$20K LATEST DEAL AMOUNT
2 INVESTORS
Description

Provider of a wealth management platform. The company offers an investment and wealth management platform which takes into account human capital factors such as geography, industry, health, family and balance sheet for its portfolio recommendation.

Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Social/Platform Software
Other Industries
Business/Productivity Software
Primary Office
  • 113 North San Vicente Boulevard
  • Beverly Hills, CA 90211
  • United States
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Totum Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Accelerator/Incubator 10-Nov-2015 $20K Completed Startup
1. Angel (individual) Completed Startup
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Totum Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Envestnet Yodlee Accelerator/Incubator Minority 000 0000 000000 0
Ynext Incubator Accelerator/Incubator 000 0000 000000 0

Totum Executive Team (4)

Name Title Board
Seat
Contact
Info
Larry Shumbres Chief Executive Officer
Mark Cone Co-Founder & Managing Partner

2 Former Executives

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