Prumentum Group

Prumentum Group Overview

  • Founded
  • 2016
Founded
  • Status
  • Private
  • Employees
  • 9
Employees
  • Latest Deal Type
  • Series B2
  • Latest Deal Amount
  • $12M
Latest Deal Amount
  • Investors
  • 2

Prumentum Group General Information

Description

Developer of an investment advisory services platform designed to make financial planning more accessible. The company's platform provides comprehensive, goal-based wealth management recommendations by combining transformational digital capabilities with wealth management solutions, enabling people to meet their financial goals.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 15466 Los Gatos boulevard
  • Suite 109-367
  • Los Gatos, CA 95032
  • United States

Prumentum Group Timeline

2017201820192020
Financing RoundCaptured Employee CountEstimated Employee Growth
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Prumentum Group Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Early Stage VC (Series B2) 14-Jun-2019 $12M 0000 00000 Completed Generating Revenue
1. Early Stage VC (Series A) 25-May-2017 0000 0000 0000 Completed Startup

Prumentum Group Cap Table

To view Prumentum Group‘s complete cap table, request access »
Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B-2 000,000 00.000000 000 000.00 000.00 00 00.00 000
Series B-1 0,000,000 00.000000 00 000 000 00 00 00.000
Series A-2 750,000 $0.000100 8% $10 $10 1x $2 8.59%
Series A-1 150,000 $0.000100 8% $10 $10 1x $2 1.72%

Prumentum Group Executive Team (3)

Name Title Board Seat Contact Info
Marthin De Beer Co-Founder, Co-Chairman & Chief Executive Officer
Robert Wallace Co-Chairman & Co-Founder

1 Former Executive

Prumentum Group Board Members (7)

To view Prumentum Group‘s full board member team, request access »
Name Representing Role Since
Charles Carmel Self Board Member 000 0000
Chris Kerkhoff Prumentum Group Board Member 000 0000
David Covin Fremont Group Board Member 000 0000
Diane Strohfus Self Board Member 000 0000
Marthin De Beer Prumentum Group Co-Founder, Co-Chairman & Chief Executive Officer 000 0000

Prumentum Group Investors (2)

To view Prumentum Group‘s full investor history, request access »
Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Fremont Group Family Office Minority 000 0000 000000 0
The Cynosure Group PE/Buyout Minority 000 0000 000000 0

Prumentum Group Investments (1)

To view Prumentum Group‘s complete investment and acquisition history, request access »
Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 25-May-2017 000000000 00000000 Asset Management 0000000 00 0000

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