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The startup operates a wealth planning platform that connects individuals with financial advisors based on specific qualifications and client-advisor ratios. This service enables users to create personalized financial plans with accountability and defined minimum investment thresholds, facilitating informed financial decisions and wealth accumulation.
City of New York, United States
Updated 2 months ago
Funding
$27.9M 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 operates a wealth planning platform that connects individuals with financial advisors based on specific qualifications and client-advisor ratios. This service enables users to create personalized financial plans with accountability and defined minimum investment thresholds, facilitating informed financial decisions and wealth accumulation.