Last deal

$16M

Amount

Venture - Series Unknown

Stage

10.12.2001

Date

1

all rounds

$16M

Total amount

General

About Company
DirectAdvice offers web-based financial planning advice.

Industry

Sector :

Subsector :

founded date

01.01.1995

Operating Status

Closed

Number of employees

Company Type

For Profit

Last funding type

Venture - Series Unknown

IPO status

Private

Description

The Hartford-based company provides users with a platform to manage their money, make informed decisions, and plan for the growth of their company. DirectAdvice offers information and advice on a range of financial products and services, including banking, borrowing, credit cards, insurance, investing, and retirement. Users can also sign up for the company's financial newsletter to stay up-to-date on current trends. Founded in 1995, DirectAdvice was acquired by Mellon Financial Corporation in 2003. The company's web-based financial and advice technology platform allows global financial institutions, intermediaries, work-site marketing companies, and online portals to manage their wealth and assets efficiently and maximize their returns.