Totum (Financial Software) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 20

Employees

  • Latest Deal Type
  • M&A

Totum (Financial Software) General Information

Description

Developer of an investment risk assessment platform designed to evaluate decisions based on personal and financial circumstances. The company's platform combines a narrative questionnaire, quantitative measures of risk capacity and appetite, institutional style scoring, model portfolio matching, and document export functions such as investment policy statements, enabling financial advisors to understand client risk profiles more accurately, adjust portfolios to align with risk levels, streamline review processes, reduce manual data entry, and support clearer long term client communication.

Contact Information

Website
www.totumwealth.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 113 North San Vicente Boulevard
  • Beverly Hills, CA 90211
  • United States
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Acquirer
Tifin
Vertical(s)
Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 113 North San Vicente Boulevard
  • Beverly Hills, CA 90211
  • United States

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Totum (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 25-Mar-2021 Completed Generating Revenue
3. Later Stage VC Completed Generating Revenue
2. Accelerator/Incubator 10-Nov-2015 $20K $6.02M Completed Generating Revenue
1. Angel (individual) $6M $6M Completed Generating Revenue
To view Totum (Financial Software)’s complete valuation and funding history, request access »

Totum (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an investment risk assessment platform designed to evaluate decisions based on personal and financial circu
Financial Software
Beverly Hills, CA
20 As of 2021

Auburn, CA
 

Sydney, Australia
 
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Totum (Financial Software) Competitors (2)

One of Totum (Financial Software)’s 2 competitors is Nitrogen Wealth, a Private Equity-Backed company based in Auburn, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Nitrogen Wealth Private Equity-Backed Auburn, CA
FinaMetrica Corporate Backed or Acquired Sydney, Australia
You’re viewing 2 of 2 competitors. Get the full list »

Totum (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Totum (Financial Software) Former Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds
Outbound Capital Venture Capital Minority
Ynext Incubator Accelerator/Incubator
Yodlee PE-Backed Company
To view Totum (Financial Software)’s complete investors history, request access »

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Totum (Financial Software) FAQs

  • When was Totum (Financial Software) founded?

    Totum (Financial Software) was founded in 2015.

  • Where is Totum (Financial Software) headquartered?

    Totum (Financial Software) is headquartered in Beverly Hills, CA.

  • What is the size of Totum (Financial Software)?

    Totum (Financial Software) has 20 total employees.

  • What industry is Totum (Financial Software) in?

    Totum (Financial Software)’s primary industry is Financial Software.

  • Is Totum (Financial Software) a private or public company?

    Totum (Financial Software) is a Private company.

  • What is Totum (Financial Software)’s current revenue?

    The current revenue for Totum (Financial Software) is .

  • How much funding has Totum (Financial Software) raised over time?

    Totum (Financial Software) has raised $6.02M.

  • Who are Totum (Financial Software)’s investors?

    Outbound Capital, Ynext Incubator, and Yodlee have invested in Totum (Financial Software).

  • Who are Totum (Financial Software)’s competitors?

    Nitrogen Wealth and FinaMetrica are competitors of Totum (Financial Software).

  • When was Totum (Financial Software) acquired?

    Totum (Financial Software) was acquired on 25-Mar-2021.

  • Who acquired Totum (Financial Software)?

    Totum (Financial Software) was acquired by Tifin.

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