Amount$27M
SeriesSeries E
AnnouncedFeb 20, 2021
SectorFintech, Advisory, Wealth Management
Solid
A solid round with healthy fundamentals.
Round size vs peers
Far below the typical Series E round — well under the median.
Syndicate size
Single investor — limited external validation.
Insider conviction
1 existing investor re-upped — insiders doubling down.
Investor track record
Backed by established, high-track-record investors.
Heuristic read of round size vs peers, syndicate size, insider conviction, and investor track record. Not investment advice.
vs. Series E rounds (478)
Round size distribution9th pct
smaller Series E roundslarger
vs. Fintech, Advisory, Wealth Management (7)
Round size in sector71th pct
$3Mthis round: $27M$60M
