Social engagement
Social engagement: 6K social following, 9 posts in the last 12 months — below the industry typical range.
Investor mix
2 investors on record; lead investors include Kudu, Valeas.
| Investor type | Count | Share |
|---|---|---|
| Other / undisclosed | 2 | 100% |
Hiring activity
Hires frequently
21 roles tracked across 6 of the last 12 months
10 May 2026 · Senior Tax Advisor · Akron
3 May 2026 · Wealth Advisor · Phoenix
1 Apr 2026 · Portfolio Strategist · Akron
4 Mar 2026 · Account Opening Specialist · Phoenix
29 Jan 2026 · Application Engineer · Troy
Based on job postings tracked across public sources.
Recent activity
2 Jul 2026
Event
webinar
30 Jun 2026
Event
Midyear Market Outlook: What Investors Should Know
26 Jun 2026
Event
Midyear Review Meeting