Amount$7M
SeriesSeries B
AnnouncedAug 21, 2014
SectorFintech, Advisory, Wealth Management
Solid
A solid round with healthy fundamentals.
Round size vs peers
Far below the typical Series B round — well under the median.
Syndicate size
2 investors on the cap table.
Insider conviction
2 existing investors re-upped — insiders doubling down.
Investor track record
A mix of established and emerging investors.
Heuristic read of round size vs peers, syndicate size, insider conviction, and investor track record. Not investment advice.
vs. Series B rounds (996)
Round size distribution6th pct
smaller Series B roundslarger
vs. Fintech, Advisory, Wealth Management (7)
Round size in sector43th pct
$3Mthis round: $7M$60M
