| JANUARY 11, 2026 |
| Ownership | VC-backed |
| Investors | Dynasty Financial Partners, FINTOP Capital, MissionOG, First Trust Capital Partners, Meeting Street Capital |
| Capital raised | $8.78M |
| Headcount | 17 FTEs |
| Headquarters | Chicago, Illinois |
| Leadership | Joe Stensland, Chief Executive Officer Dave Hagen, Chief Commercial Officer |
| Sell-side advisor | — |
| Ownership | VC-backed |
| Parent | WestCap |
| Investors | WestCap |
| Capital raised | $20M |
| Headcount | 23 FTEs |
| Headquarters | New York, New York |
| Leadership | Scott Ganeles, Founding Partner and Chief Executive Officer Bill Crager, Founding Partner |
| Buy-side advisor | — |