Financial Life Planning | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Description

Financial Life Planning offers comprehensive financial planning and investment management services designed to help clients achieve their life goals. Their approach focuses on personalized strategies, prioritizing client values and long-term well-being.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

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