Investment POD Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • 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

Formerly Known As
PJMint
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 46175 Westlake Drive, Potomac Falls
  • Suite 100
  • Sterling, VA 20165
  • United States
Primary Industry
Financial Software
Acquirer
Smartvest Securities
Vertical(s)
Corporate Office
  • 46175 Westlake Drive, Potomac Falls
  • Suite 100
  • Sterling, VA 20165
  • United States

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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
To view Investment POD’s complete valuation and funding history, request access »

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
You’re viewing 5 of 7 investors. Get the full list »

Investment POD FAQs

  • When was Investment POD founded?

    Investment POD was founded in 2012.

  • Where is Investment POD headquartered?

    Investment POD is headquartered in Sterling, VA.

  • What industry is Investment POD in?

    Investment POD’s primary industry is Financial Software.

  • Is Investment POD a private or public company?

    Investment POD is a Private company.

  • 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.

  • 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.

  • Who acquired Investment POD?

    Investment POD was acquired by Smartvest Securities.

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