Total Financial Wellness platform combining holistic financial planning, investment advice, and a benefits marketplace. Sold to enterprise employers offering financial-wellness benefits to staff. Pitches itself as the SOC 2 audited fiduciary financial-wellness benefit for HR and benefits leaders.
acquisitions n=0
No cited completed company acquisition recorded.
traction n=0
Dated disclosures. Customer relationships and classifications are historical; ARR is separate from revenue.
No cited disclosure recorded: named customer, disclosed revenue, ARR, count, B2B / B2C, sector, go-to-market.
valuations n=0
No cited valuation with an explicit basis is recorded.
revenue multiples n=0
Historical post-money / actual annual or stated TTM revenue. Same currency; economic valuation date within 90 days of revenue period end, inclusive. No FX, ARR, annualized revenue, estimates or projections. Conflicts and ambiguous ties are withheld.
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