Social engagement
Social engagement: 7.8K social following, 10 posts in the last 12 months — below the industry typical range.
Investor mix
1 investor on record; lead investors include Long Ridge.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 1 | 100% |
Hiring activity
Hires occasionally
5 roles tracked across 1 of the last 12 months
27 Jun 2026 · Client Service Associate - Wealth Management · Phoenix, Arizona
25 Jun 2026 · Executive Assistant · Birmingham, Alabama
21 Jun 2026 · Technical Customer Success · Atlanta, Georgia
Based on job postings tracked across public sources.
Recent activity
25 Jun 2026
Recognition
23 Jun 2026
Milestone
regulatory