Certified by Founder Lodge
Seeds
United States - New York
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1 Disclosed Funding Rounds $10,000,000
0 Participating Investments
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Founded date
2019
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| May, 21 ,2025 | Series A | $10,000,000 |
Blank Ventures
Social Leverage
Founderpath
Truework
Finix
Farther
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Manta Cares | $5,400,000 | (Nov 20, 2025)
Method Security | $26,000,000 | (Nov 20, 2025)
