What it sells
Fee-only fiduciary RIA offering comprehensive wealth management with advisors.
Business model breakdown
Buyer: who owns the budget?
UnverifiedThe high-net-worth individual or family itself, becoming a client via "Become a Client".
Trigger: what makes them buy now?
Wealth complexity: more accounts, dashboards and decisions landing on the client; liquidity or equity events need full-picture planning.
Workflow: what inputs become what output?
UnverifiedAdvisor team (CFP, CIMA) learns the client's full financial picture then manages planning and investments in one relationship.
Economics: what it saves and how it charges
UnverifiedFee-only advisory (percentage of assets typical for fee-only RIAs; fee schedule not seen).
Distribution: how it reaches customers
Advisor-led; prospects click 'Become a Client' / 'Start a conversation'.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-06-27 | — | $48.5M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.