Developer of a wealth management data analytics software designed to score the portfolio of clients and prospects. The company's platform helps wealth managers and registered investment advisors score...

Information Technology
Dallas, TX, United States
Founded 2020
31 employees
Website
Valuation
$21.6M
Market implied
Share Price
N/A
Total Raised
$31.5M
Last Round
N/A
Investors
+10 other investors
View all 10 investors
Valuation History
0 funding rounds on record
Cap Table
Ownership structure
Market Activity
Secondary transactions

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