FNA Overview

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

FNA General Information


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

Ownership Status
(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/
Post-Val Status Debt

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FNA Comparisons

HQ Location
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
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000000000 00000000
Mountain View, CA
000 As of 0000
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
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


Similarweb Unique Visitors


Majestic Referring Domains


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