Draftapp

Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets.

Business Model:

Revenue: $0

Employees: 1-10

Detailed Draftapp Information

Geographic Data

Draftapp headquarters map

Address:

City: Austin

State: Texas

Zip:

Country: United States

Financial Info

Stage:

series unknown

Raised Last:

$0

Raised Total:

$1M

Metrics

0Website Global Rank

0Website Monthly Traffic

Twitter Followers

Description

Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients. Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts. Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.

Contact Phone:

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
2/2016 Venture Round 1 - Plug and Play
Plug and Play
11/2014 Non Equity Assistance 1 - Envestnet Yodlee Incubator
Envestnet Yodlee Incubator
9/2014 Seed Round $1M
2/2016 Venture Round 1 - Plug and Play
Plug and Play
11/2014 Non Equity Assistance 1 - Envestnet Yodlee Incubator
Envestnet Yodlee Incubator
Announced Date Name Price

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