Investment POD Overview
- Year Founded
-
2012
- Status
-
Acquired/Merged
- Latest Deal Type
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M&A
Investment POD General Information
Description
Developer of an automated investing platform intended to offer digital wealth management services. The company's platform combines the high-net-worth investor requirements for asset and strategy diversification with robot automation to offer multi-strategies, enabling wealth advisors to scale their businesses and individuals to manage their own wealth.
Contact Information
Website
www.investmentpod.comCorporate Office
- 46175 Westlake Drive, Potomac Falls
- Suite 100
- Sterling, VA 20165
- United States
Corporate Office
- 46175 Westlake Drive, Potomac Falls
- Suite 100
- Sterling, VA 20165
- United States
Investment POD Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 6. Merger/Acquisition | Completed | Generating Revenue | ||||
| 5. Later Stage VC (Series A) | 30-Jul-2018 | Completed | Generating Revenue | |||
| 4. Debt - General | Completed | Generating Revenue | ||||
| 3. Angel (individual) | 25-May-2016 | Completed | Generating Revenue | |||
| 2. Accelerator/Incubator | 09-Feb-2016 | $50K | $150K | Completed | Generating Revenue | |
| 1. Accelerator/Incubator | 29-Sep-2015 | $100K | $100K | Completed | Generating Revenue |
Investment POD Former Investors (7)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Angel (individual) | Minority | |||
| Brighton Jones Investment Partners | PE/Buyout | Minority | ||
| Covenant Multifamily Offices | Family Office | Minority | ||
| Mariner Wealth Advisors | Asset Manager | Minority | ||
| Prosper Women Entrepreneurs | Accelerator/Incubator | Minority |
Investment POD FAQs
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When was Investment POD founded?
Investment POD was founded in 2012.
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Where is Investment POD headquartered?
Investment POD is headquartered in Sterling, VA.
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What industry is Investment POD in?
Investment POD’s primary industry is Financial Software.
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Is Investment POD a private or public company?
Investment POD is a Private company.
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What is Investment POD’s current revenue?
The current revenue for Investment POD is .
-
How much funding has Investment POD raised over time?
Investment POD has raised $525K.
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Who are Investment POD’s investors?
, Brighton Jones Investment Partners, Covenant Multifamily Offices, Mariner Wealth Advisors, and Prosper Women Entrepreneurs are 5 of 7 investors who have invested in Investment POD.
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Who acquired Investment POD?
Investment POD was acquired by Smartvest Securities.
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