FNA Overview

  • Founded
  • 2008
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 10
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

FNA General Information

Description

Developer of a portfolio auto-rebalancing software intended to simplify portfolio management. The company's software offers a toolset in the cloud for portfolio accounting, reporting, billing, and compliance, providing back-office expertise to financial advisors and enabling them to make speedy decisions and grow their practices.

Contact Information

Website
www.trxpert.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Parent Company
Primary Office
  • 22 West Washington Street
  • Chicago, IL 60602
  • United States
+1 (877) 000-0000
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FNA Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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FNA Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a portfolio auto-rebalancing software intended to simplify portfolio management. The company's software off
Financial Software
Chicago, IL
10 As of 2015
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Chicago, IL
0 As of 0000
00.00 0000-00-00
000000&0

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000000000 00000000
Mountain View, CA
000 As of 0000
00000
0.000 0000-00-00
00000000000 00000
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FNA Competitors (24)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Blaze portfolio Corporate Backed or Acquired Chicago, IL 0 000000&0
0000000 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00000000 Corporate Backed or Acquired London, United Kingdom 000000&0
00000000 000000000 Private Equity-Backed Milwaukee, WI 000 000.00 000000000000 000.00
0000000 00000000 Formerly Accelerator/Incubator backed Arlington, TX 0 000000&0
You’re viewing 5 of 24 competitors. Get the full list »

FNA Executive Team (3)

Name Title Board Seat Contact Info
Sheryl Rowling Founder & Chief Executive Officer
Karyn DeJong Director of Marketing
Shawn Gardell Sales Manager
To view FNA’s complete executive team members history, request access »

FNA 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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