GuideFinancial

LaunchpadLA // LaunchpadLA Winter 2013 starting 2013-01-01


Key notes: Software that enables financial advisors and institutions to help clients build assets and manage their full financial lives

Office address: 660 4th Street, Suite 563, San Francisco, California, United States

Description: Web-based platform that enables financial advisors and institutions to help clients build assets and manage their full financial lives - leveraging powerful behavioral finance techniques, automated plan execution and seamless advisor integration Guide modernizes the financial advising experience and democratizes access to high-quality financial guidance across the United States. We are based in San Francisco, California and partner with Intuit to provide users with secure access to accounts at 19,000 financial institutions across North America.

View details on Crunchbase:

http://www.crunchbase.com/organization/guide-financial

$ 450,000 over 1 funding rounds.

Seed-DB Exit data:

Angellist Page:

https://angel.co/guide-financial


Funding Rounds

Date Name $ Invested Crunchbase link
2013-03-01 angel $ 450,000 Detailed data

Investors

Round Date Round Name Investor Crunchbase Link
2013-03-01 angel AltaIR Capital Investor Profile


Contact Jed if you have updated information for GuideFinancial

To update the information on funding or number of employees, please do that directly on Crunchbase.


Created: 20-Dec-2013, 22:40

Last Crunchbase update: 26-Jun-2019, 05:54

Last modified: 03-Mar-2021, 05:55

Country: USA