卖什么
退休储蓄服务。
商业模式拆解
买家：谁掌握预算？
未核实Employers (HR/finance) sponsoring group plans, and advisor partners
触发点：什么让他们现在购买？
Employers need to attract and retain talent with a workplace retirement plan; only a minority of Canadians have a good employer plan.
工作流：什么输入变成什么输出？
Employer sets up the group plan, employees enrol in as little as 10 minutes, contributions run each pay cycle with simple administration; advisors attach clients.
经济账：省了什么，怎么收费？
Fee-based group retirement provider (low fees for life claimed); raised C$12M Series A.
渠道：怎么接触到客户？
Through advisors and direct employer sales ("Book a call"); DC PaaS for institutions.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-04-14 | — | $12m CAD | — | news.google.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.