Social engagement
Social engagement: 4.1K social following, 9 posts in the last 12 months — below the industry typical range.
Investor mix
3 investors on record; lead investors include Estancia Capital Management.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 1 | 33% |
| Other / undisclosed | 2 | 67% |
Recent activity
24 Jun 2026
Event
Navigating Annuity Rollovers Compliantly
23 Jun 2026
Leadership hire
Director, Sales
23 Jun 2026
Event
The Customer Wins podcast episode on transforming wealth management compliance through simplicity, automation, and advisor-first technology