Prumentum Group Overview

  • Founded
  • 2016
Founded
  • Status
  • Private
  • Employees
  • 45
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 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 services, 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
+1 (408) 000-0000
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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
To view Prumentum Group’s complete valuation and funding history, request access »

Prumentum Group Cap Table

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%
To view Prumentum Group’s complete cap table history, request access »

Prumentum Group Executive Team (6)

Name Title Board Seat Contact Info
Marthin De Beer Co-Founder, Co-Chairman & Chief Executive Officer
Robert Wallace Co-Chairman & Co-Founder
Gary Daichendt Advisor
Thomas Wyatt Advisor
You’re viewing 4 of 6 executive team members. Get the full list »

Prumentum Group Board Members (8)

Name Representing Role Since
Charles Carmel Self Board Member 000 0000
Chris Kerkhoff Self Board Member 000 0000
David Covin Fremont Group Board Member 000 0000
Diane Strohfus Self Board Member 000 0000
Keith Taylor The Cynosure Group Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

Prumentum Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Prumentum Group Investors (2)

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
To view Prumentum Group’s complete investors history, request access »

Prumentum Group Investments (1)

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