Write, automate, deliver and track financial advice — all from one intuitive, powerful platform
We have a SaaS product for financial planners to manage their work. Our simple but powerful platform efficiently manages client knowledge/information, makes it actionable and deliverable.
Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
---|---|---|---|---|---|---|
Feb 10, 2020 | Pre-seed | $100K | 1 | EXPERT DOJO | — | Detail |
Investor Name | Lead Investor | Funding Round |
---|---|---|
EXPERT DOJO | Yes | Pre-seed |