Elements is a mobile-first, client-centric financial monitoring platform that gives clients a mobile app to input financial data and advisors tools to monitor and advise. The platform surfaces 12 key financial vital signs and an Elements scorecard to present a holistic, easy-to-understand view of a client’s financial life. In 2022 Elements introduced a simplified one-page financial plan to let advisors quickly build an actionable roadmap for clients. The company reports roughly 260 advisory firms as clients and achieved 10x year-over-year growth in the number of advisory firms onboarded. Elements recently appointed Carl Richards, CFP, as Chief Brand Officer and hired Wade Anderson as Chief Operating Officer. The company says it will use new capital to continue to scale, innovate, and bring new services to advisors.

Total raised

$5M

Funding rounds

1

Latest round

Seed

Latest activity

Jan 2023