The Money Finder offers a platform that enables financial professionals to generate written, standardized cash flow plans to help clients manage retirement cash flow. Its product is used by hundreds of financial professionals across North America. The company says it has hit a significant recurring revenue milestone and operates with a 16-person team. The recent funding will be used primarily for product development and to add technical resources to scale the product for enterprise clients. Build Ventures' involvement includes a board seat as its managing partner Rob Barbara will join The Money Finder’s board.

Total raised

$2M

Funding rounds

1

Latest round

Seed

Latest activity

Apr 2017