Last deal

Amount

Corporate Round

Stage

18.07.2018

Date

3

all rounds

$50K

Total amount

General

About Company
The company provides an automated investing platform for financial advisors, offering digital wealth management services.

Industry

Sector :

Subsector :

Keywords :

Also Known As

PJMint

founded date

01.01.2012

Number of employees

Company Type

For Profit

Last funding type

Corporate Round

IPO status

Private

Description

The platform combines the needs of high net worth investors for asset and strategy diversification with robo automation, allowing wealth advisors to scale their business and individuals to manage their own wealth. It helps traditional wealth advisors establish an online presence cost-effectively, differentiate themselves from robo-advisors, and simplify the investment process from research to execution. By delivering non-correlated alternative and traditional investment strategies along with cutting-edge online software technology, the company enables advisors to focus on building their business, gathering assets, and servicing clients.
Contacts