Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products.
Other Financial Services📍 New York, NYFounded 2011
Current Valuation
$1.0B
as of 2021-Q2
UNICORN
Developer of a financial advisory platform intended to connect consumers to financial advisors and financial products.
Company Profile
Founded
2011
HQ
New York, NY
Employees
270
Total Raised
$157.69M
Last Round
Series D — $110M (Jun 2021)
IPO Status
private
Fundraising Status
Series D · $110M · 5y 2mo ago
privateTotal raised $157.69M
Secondary Market
Implied price / share
$72.19
Last round price / share
$72.98
vs last round
-1.1%
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 →
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2021-Q2. Refreshed quarterly.