Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Team
11-50
employees, estimated range
Backers
1
SixThirty
Momentum
0/100
no fresh signals
Tractionpublic signals, read monthly
Web presence
top 6%
of 133.2M domains by links, Common Crawl
Backed byfrom the funds' portfolios and accelerator catalogs
Similar startupsby what they do, their industry and backers
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Overview

Transform client conversations with visual financial planning. Trusted by 2.14M+ clients. SOC 2 certified. Integrates with your tech stack seamlessly.