Developer of a mobile application designed to automate micro-investments into exchange-traded funds (ETF).
Financial Software📍 Irvine, CAFounded 2012
Current Valuation
$2.0B
as of 2022-Q1
UNICORN
Developer of a mobile application designed to automate micro-investments into exchange-traded funds (ETF).
Company Profile
Founded
2012
HQ
Irvine, CA
Employees
800
Total Raised
$637.01M
Last Round
Series F — $300M (Mar 2022)
IPO Status
private
Fundraising Status
Series F · $300M · 4y 5mo ago
privateTotal raised $637.01M
Secondary Market
Implied price / share
$2.51
Last round price / share
$17.48
vs last round
-85.6%
Open interest
2
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Latest Funding Round
Round
Amount
Date
Lead Investor
Post-Money
Series F
$300M
Mar 2022
—
$2.0B
FinTechWealth ManagementFinancial ServicesFinance
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2022-Q1. Refreshed quarterly.