The fintech says it will use the capital raised from the round, which was led by Allegis Capital, to “expand its enterprise offerings” and fund the research and development of its platform.
The platform is currently powered by a planning and modelling engine which leverages data and technology to deliver digital tools which are said to enable consumers in the US to “confidently create and manage their own financial plan”.
These tools pair holistic accumulation and decumulation planning with digital guidance, and extend to human capital, estate planning, home equity, pensions, medicare, social security and taxes, among others.
