Registered entities
Social engagement
Social engagement: 20.3K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
16 investors on record; lead investors include Polaris Partners.
| Investor type | Count | Share |
|---|---|---|
| Venture capital | 1 | 6% |
| Private equity | 3 | 19% |
| Bank & private debt | 2 | 13% |
| Other / undisclosed | 10 | 63% |
Hiring activity
Hires frequently
83 roles tracked across 9 of the last 12 months
25 Jun 2026 · Vice President, Private Client Group, Quantitative Investment Analyst, Quantitative Investment Analyst · Boston, MA or Portsmouth, NH
11 Jun 2026 · Client Service Associate · Kansas City
10 Jun 2026 · Senior Manager, Collaboration (Microsoft 365) · St. Louis
10 Jun 2026 · Manager Client Service · St. Louis
9 Jun 2026 · William Advisor, Client Service Specialist · Omaha, NE, Atlanta, GA
Based on job postings tracked across public sources.
