Financial Guard
Experience professional, unbiased, transparent investment advice at a fraction of the traditional cost.
Experience professional, unbiased, transparent investment advice at a fraction of the traditional cost.
Financial Guard, founded in 2009, aims to revolutionize the way individual investors access investment advice. The platform provides professional, unbiased, and transparent investment advice at a fixed price, significantly undercutting traditional costs. By leveraging technology, Financial Guard offers a comprehensive view of investors' portfolios and provides targeted recommendations for asset allocation to achieve retirement goals. The company received a $2.00M Seed Round investment from Cherokee & Walker on 15 July 2013. This investment fuelled the company's mission to offer accessible and affordable financial advice, allowing users to sync all their accounts without moving their assets. Financial Guard assigns grades to individual investments and accounts and offers personalized recommendations to optimize diversification according to unique risk profiles and retirement objectives. This innovative approach diminishes uncertainty in retirement planning, all for a low, fixed monthly fee.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Seed Round | $2.00M | 1 |
|
15 Jul 2013 |
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