Actively hiring
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Overview
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$3.2M
1 round on record
Latest round
$3.2M
Convertible Note · Jun 2025 · 15 mo ago
Team
51-200
employees, estimated range
The money's age
Due for its next round
15 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
2025
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Convertible Note | Jun 2025 | $3.2M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | CIO Group, LLC | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
David BailinExecutive Officer, DirectorSEC Form D
Sean McDermottExecutive OfficerSEC Form D
Overview
Wall Street wisdom meets Advanced A.I. Welcome to Total Wealth Intelligence.
People

David Bailin
Executive Officer, Director

Sean McDermott
Executive Officer
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Offices
Where the company hires and what each office is for
Cities
3
Hiring now
0
Countries
1
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Headquarters
Builds here
Office with open vacancies
No open vacancies right now Tap a pin for the office
New York
United States
HQ
New York
41 Madison Avenue Floor 31 New York, NY 10010
Charleston
United States
Regional office
Charleston
Suite 104, 211 King St, Charleston, SC 29401
Rumson
United States
Regional office
New Jersey
45 W. River Road Suite 202 Rumson, NJ 07760
Financials
Total raised
$3.2M
Latest round
Convertible Note
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Convertible Note | 2025 | $3.2M | Details |
