Link http://www.venturedeal.com/Search/SearchResultTransactionDetail.aspx?TransactionId=f7c4327b-db8b-40fa-8cde-8763d619a7e2
Date 11/7/2016
Company Name Active Allocator
Mailing Address Undisclosed San Francisco, CA 94107 USA
Company Description We focus narrowly in just two areas we know best – asset allocation and portfolio construction – something that is exceedingly hard to do, and when executed properly creates enormous investing value for clients and migrates a financial advisor up the value chain.
Proceeds Purposes The company intends to use the funds to further product development, including to its forthcoming advanced portfolio construction module.