Finterest
Financial Services · Wealth Management & Financial Advisors
$1.6Mtotal raised · 2 rounds on record
$120klatest round · Convertible Note · May 2023 · 3 yr ago
1-10team · employees, estimated range
2022founded
Overview
Finterest is a compliance-first AI client-acquisition platform built for financial professionals, including RIAs, wealth managers, and advisory teams. It sources prospects, runs multi-channel outreach across email, LinkedIn, and phone, and qualifies replies with an AI co-pilot.
Funding and backers
Total raised
$1.6M
2 rounds on record
Latest round
$120k
Convertible Note · May 2023 · 3 yr ago
Team
1-10
employees, estimated range
The money's age
Long since its last round
41 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
May 10, 2023
Raised a round Convertible Note $120k · SEC Form D
Jul 11, 2022
Raised a round Convertible Note $1.5M · SEC Form D
2022
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Convertible Note | May 2023 | $120k | — | SEC Form D |
| Convertible Note | Jul 2022 | $1.5M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | FINTEREST LTD. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Carl SachsExecutive Officer, DirectorSEC Form D
Olliver BarrExecutive Officer, DirectorSEC Form D
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People
Carl Sachs
Executive Officer, Director
Olliver Barr
Executive Officer, Director
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
1
Hiring now
0
Countries
1
Grosse Pointe
United States
HQ
1-10 est. staff