Existing investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
Janet Levaux is a Lead at ThinkAdvisor. She covers financial advisors and markets, with a focus on financial services, fintech, and personal finance, including topics like retirement planning and saving & investing. Janet has been featured in World Wealth Journal, CFP Board, ThinkAdvisor, and MFWire.













