Sensery gives wealth advisors, their clients and other trusted service providers a single, secure place to manage the wealth planning.
Business Model:
Revenue: $0
Employees: 1-10
Address:
City: Washington
State: District of Columbia
Zip:
Country: United States
Sensery gives wealth advisors, their clients and other trusted service providers a single, secure place to manage the wealth planning and service delivery process: on-boarding, planning, compliance and more - all online in one easy-to-use service. Sensery enables the wealth advisor to evolve from a practice to a platform: a full-service integrated capability that makes it easy to meet the full range of clients&s; wealth and life needs.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 5/2014 | Seed Round | 1 | - |
KiwiVenture Partners KiwiVenture Partners |
5/2014 | Seed Round | 1 | - |
KiwiVenture Partners KiwiVenture Partners |
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