For the first time ever, advisors can manage and trade held away accounts just like they do with accounts under custody. Create a new revenue stream and boost client happiness with this innovative service.
Location: United States, New York
Employees: 51-200
Total raised: $12.25M
Founded date: 2012
Investors 4
| Date | Name | Website |
| - | Ataria Ven... | atariavent... |
| - | ThirdStrea... | thirdstrea... |
| - | Ataria | atariavc.c... |
| - | Blumberg C... | blumbergca... |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 08.09.2015 | - | $2.75M | - |
| 21.08.2014 | Series B | $6.5M | - |
| 27.08.2013 | - | $3M | - |
Mentions in press and media 22
| Date | Title | Description |
| 18.05.2018 | What Is Wealthtech? An Introduction | Wealthtech, a segment of fintech that focuses on enhancing wealth management and the retail investment process, is on the rise around the world with companies in the space raising over US$2.5 billion in 2017, according to Fintech Global. Th... |
| 06.08.2017 | My 401(k) is making only 2-3%, so why not borrow from it and pay it back at 5%? | Dear Liz: You have warned in the past about the risks of a 401(k) loan. I have been investing now for 15 years, and the last 14 years, my average return has been between 2% and 3%. I am considered moderately aggressive in my choices of inte... |
| 23.10.2016 | FinTech v. traditional banking: It’s not a zero-sum game | The financial services sector is bracing itself for an unprecedented period of disruption. Innovations such as smartphones, big data analytics, and the blockchain technology that underpins Bitcoin, are forcing banks, insurers, and Wall Stre... |
| 13.01.2016 | Wealthfront Launches Portfolio Review, An Advisory Tool For Avoiding Fees And Maximizing Savings | Ever year investors pay out hundreds of billions of dollars (that’s billions with a “b”) in fees to money managers that, essentially, they really don’t need to be paying. Things are so bad that companies like FeeX have raised over $12 milli... |
| 19.12.2015 | Israel’s Flourishing Fintech Has Many Fathers | Dennis Mitzner Contributor Dennis Mitzner is a journalist and writer with a focus on tech, culture and politics. You can find his commentary here. He also writes about e-commerce and retail for Forbes. More posts by this contributor Magic L... |
| 09.09.2015 | Daily funding roundup - September 9, 2015 | Didi Kuaidi scored $1B; Chef bagged $40M; Primus Power raised $25M The battle for supremacy among e-hailing services in China is heating up, and fast. In the same week that Uber revealed that it has raised an additional $1.2 billion to expa... |
| 08.09.2015 | FeeX Raises $2.75M in Funding | FeeX, a NYC-based free service for people to save money on their retirement savings, raised $2.75m in funding. The round was led by Collaborative Fund with participation from former chief executive officer of Citigroup Vikram S. Pandit and ... |
| 08.09.2015 | FeeX, Which IDs Hidden Fees In Financial Products, Scores $2.75M In Fresh Funding | FeeX, a free service that sniffs out hidden fees in retirement and savings accounts, announced that it has raised $2.75 million in new funding. The round was led by Collaborative Fund. The new capital brings FeeX’s total funding so far to $... |
| 10.10.2014 | Waze Co-Founder Uri Levine Will Tell TechCrunch Disrupt London Why He Ditched Google | Working at Google after your company was bought for $1 billion seems like a pretty sweet gig, but not to Waze co-founder Uri Levine. So at this year’s TechCrunch Disrupt Europe in London, I’ll ask Levine why he left Google to work on his ne... |
| 21.08.2014 | FeeX Secures $6.5M in Series B Funding | FeeX, a NYC-based provider of a platform that finds and reduces hidden fees in investment accounts including IRA, 401(k), 403(b), 457, brokerage and similar accounts, secured $6.5m in Series B Funding. The round was led by Horizons Ventures... |
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