For the first time ever, advisors can manage and trade held away accounts just like they do with accounts under custody. Create a new revenue stream and boost client happiness with this innovative service.
Location: United States, New York
Employees: 51-200
Total raised: $12.25M
Founded date: 2012
Investors 4
| Date | Name | Website |
| - | Ataria Ven... | atariavent... |
| - | ThirdStrea... | thirdstrea... |
| - | Ataria | atariavc.c... |
| - | Blumberg C... | blumbergca... |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 08.09.2015 | - | $2.75M | - |
| 21.08.2014 | Series B | $6.5M | - |
| 27.08.2013 | - | $3M | - |
Mentions in press and media 22
| Date | Title | Description | Source |
| 18.05.2018 | What Is Wealthtech? An Introduction | Wealthtech, a segment of fintech that focuses on enhancing wealth management and the retail investme... | fintechnew... |
| 06.08.2017 | My 401(k) is making only 2-3%, so why not borrow from it and... | Dear Liz: You have warned in the past about the risks of a 401(k) loan. I have been investing now fo... | sandiegoun... |
| 23.10.2016 | FinTech v. traditional banking: It’s not a zero-sum game | The financial services sector is bracing itself for an unprecedented period of disruption. Innovatio... | venturebea... |
| 13.01.2016 | Wealthfront Launches Portfolio Review, An Advisory Tool For ... | Ever year investors pay out hundreds of billions of dollars (that’s billions with a “b”) in fees to ... | techcrunch... |
| 19.12.2015 | Israel’s Flourishing Fintech Has Many Fathers | Dennis Mitzner Contributor Dennis Mitzner is a journalist and writer with a focus on tech, culture ... | techcrunch... |
| 09.09.2015 | Daily funding roundup - September 9, 2015 | Didi Kuaidi scored $1B; Chef bagged $40M; Primus Power raised $25M The battle for supremacy among e... | vator.tv/n... |
| 08.09.2015 | FeeX Raises $2.75M in Funding | FeeX, a NYC-based free service for people to save money on their retirement savings, raised $2.75m i... | finsmes.co... |
| 08.09.2015 | FeeX, Which IDs Hidden Fees In Financial Products, Scores $2... | FeeX, a free service that sniffs out hidden fees in retirement and savings accounts, announced that ... | techcrunch... |
| 10.10.2014 | Waze Co-Founder Uri Levine Will Tell TechCrunch Disrupt Lond... | Working at Google after your company was bought for $1 billion seems like a pretty sweet gig, but no... | techcrunch... |
| 21.08.2014 | Funding Daily: Enterprise software and a smart cup get big m... | Here are today’s funding deals. Xamarin raised over $54M Developer platform Xamarin, which powers a... | venturebea... |
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