QI
The startup provides a platform that offers customized portfolio management tools for behavioral coaches, enabling them to tailor investment strategies based on individual client goals. This approach enhances asset allocation efficiency, allowing coaches to better support their clients' financial objectives.
Updated 3 months ago
Funding
$21.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Founder details are not available yet.
Product
Features
- The startup provides a platform that offers customized portfolio management tools for behavioral coaches, enabling them to tailor investment strategies based on individual client goals. This approach enhances asset allocation efficiency, allowing coaches to better support their clients' financial objectives.