Indyfin is an investor platform that helps consumers find, research, review, and interact with financial advisors.
Business Model: B2C
Revenue: $0
Employees: 1-10
Address: 1722 Routh Street,
City: Dallas
State: TX
Zip: 75201
Country: US
Indyfin reimagines how individuals find, evaluate, and communicate with independent financial advisors. In addition to geography, it also analyses aspects of personality, risk profiles, and occupational backgrounds. Indyfin matches users with an advisor who has the specific expertise to help them achieve their financial goals.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 8/2021 | Venture Round | $2M |
Leo Capital |
5/2021 | Venture Round | $3M |
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