Social engagement
Social engagement: 13.9K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
2 investors on record; lead investors include Bain Capital, Long Ridge; 1 has since exited.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 2 | 100% |
Recent activity
17 Jun 2026
Partnership
Women's Alliance of Financial Advisors
10 Jun 2026
Event
Q2 Summit
8 Jun 2026
Partnership
Jackson Wealth Management