Investor mix
14 investors on record; lead investors include Envestnet, Abry, Charles Schwab.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 1 | 7% |
| Bank & private debt | 2 | 14% |
| Other / undisclosed | 11 | 79% |
Hiring activity
Hires frequently
44 roles tracked across 9 of the last 12 months
10 Jun 2026 · Transitions Coordinator · St. Petersburg
5 Jun 2026 · Client Success Manager - Technology · St. Petersburg
28 May 2026 · Corporate Staff Accountant · St. Petersburg
20 May 2026 · Manager Relations Specialist · St. Petersburg
19 May 2026 · Sales Development Representative · St. Petersburg
Based on job postings tracked across public sources.