Q3 2020 Investor Update

Most Important News:

Operations

You can try out our desktop app as an individual or advisor by logging in here. Message Nathan for access to these apps on iOS or Android.

Marketing

Our new offer is for a concierge wealth management membership for $179/yr. You get 24/7 unlimited access to professional advice. 

Fundraising

Below are our revised pitch materials, business plan and financial model. Our goal is to raise $200k from an angel investor or fund

Getting Started Guide

26 Page pdf guide & video tutorial to help you create an account, view reports and connect with an advisor. 

Enjoy the benefits of a

Wealth Management Concierge

24/7 Access in Person or Virtual

We'll answer your questions or find someone who can. We work with leading professionals just like a private family office, but we offer so much more.

View our Fundraising Materials

Business Incubators

We're currently participating in two virtual incubators with Pioneer and Y Combinator

Pending

We've applied for 12 different incubators including with SBA, A16z Ventures, NFX Ventures, Earnst & Young and more

You can view our pitch deck by clicking here

Our financial model is a work in progress, but you can see the current version here

 

You can view the business plan and executive summary by clicking here

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