Right Financial Advisor Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Out of Business

  • Employees
  • 6

Employees

  • Latest Deal Type
  • Out of Business

Right Financial Advisor General Information

Description

Provider of investment advisory services. The company's matching algorithm matches an investors core financial needs to an advisor with the core competencies to help them. The platform then overlays personality attributes to refine the match.

Contact Information

Ownership Status
Out of Business
Financing Status
Formerly Angel backed
Corporate Office
  • 4250 Veterans Memorial Highway
  • Suite 420
  • Holbrook, NY 11741
  • United States
Primary Industry
Consumer Finance
Other Industries
Other Financial Services
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • 4250 Veterans Memorial Highway
  • Suite 420
  • Holbrook, NY 11741
  • United States

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Right Financial Advisor Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Out of Business 01-Nov-2017 Completed Out of Business
2. Early Stage VC 01-Sep-2015 Cancelled Startup
1. Seed Round 01-Apr-2015 $250K $250K Completed Startup
To view Right Financial Advisor’s complete valuation and funding history, request access »

Right Financial Advisor Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment advisory services. The company's matching algorithm matches an investors core financial needs to
Consumer Finance
Holbrook, NY
6 As of 2015

Bozeman, MT
 

San Francisco, CA
 
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Right Financial Advisor Competitors (2)

One of Right Financial Advisor’s 2 competitors is XY Planning Network, a Private Equity-Backed company based in Bozeman, MT.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
XY Planning Network Private Equity-Backed Bozeman, MT
FutureAdvisor Formerly VC-backed San Francisco, CA
You’re viewing 2 of 2 competitors. Get the full list »

Right Financial Advisor Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Right Financial Advisor FAQs

  • When was Right Financial Advisor founded?

    Right Financial Advisor was founded in 2013.

  • Where is Right Financial Advisor headquartered?

    Right Financial Advisor is headquartered in Holbrook, NY.

  • What is the size of Right Financial Advisor?

    Right Financial Advisor has 6 total employees.

  • What industry is Right Financial Advisor in?

    Right Financial Advisor’s primary industry is Consumer Finance.

  • Is Right Financial Advisor a private or public company?

    Right Financial Advisor is a Private company.

  • What is Right Financial Advisor’s current revenue?

    The current revenue for Right Financial Advisor is .

  • How much funding has Right Financial Advisor raised over time?

    Right Financial Advisor has raised $250K.

  • Who are Right Financial Advisor’s competitors?

    XY Planning Network and FutureAdvisor are competitors of Right Financial Advisor.

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