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d1g1t
Financial Data & Analytics
Wealth Analytics
High Priority
Not Contacted
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Overview
Advisor analytics
Core Product
Advisor analytics
Strategic Fit for DCC
BTC model allocation tools
Financial Profile
Estimated Revenue
$30000000-$52000000
Valuation Range
$130M-$220M ESTIMATE
Revenue Model
SaaS
Company Information
Headquarters
Toronto Canada
Founded
2016
Employees
180
Geographic Focus
US Canada
Primary Customers
Wealth Managers Banks
Ownership & Funding
Ownership Type
Private VC-backed
Last Known Funding
Multiple rounds ESTIMATE
Leadership
CEO
Dan Rosen
LinkedIn
https://www.linkedin.com/in/dan-rosen-2b6a4810
Research Date
2026-02-24