About Financial Guard
Financial Guard is a company based in Salt Lake City (United States) founded in 2009 was acquired by Legg Mason in July 2016. Financial Guard has raised $2 million across 1 funding round from investors including Legg Mason and Cherokee & Walker. Financial Guard operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Salt Lake City, United States
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Sectors
Technology
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$2 M (USD)
in 1 rounds
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Latest Funding Round
$2 M (USD), Seed
Jun 01, 2013
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Investors
Legg Mason
& 1 more
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Employee Count
Not available
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Acquired by
Legg Mason
(Jul 07, 2016)
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Funding Insights of Financial Guard
Financial Guard has successfully raised a total of $2M through 1 strategic funding round. The most recent funding activity was a Seed round of $2 million completed in June 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Financial Guard
Financial Guard has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Legg Mason and Cherokee & Walker.
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Diversified investment management services are offered globally.
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Investor details for Financial Guard
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Investments & Acquisitions by Financial Guard
Investment portfolio details for Financial Guard
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Financial Statements - Financial Guard
Detailed financials for Financial Guard
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Financial Guard Comparisons
Peer comparison for Financial Guard
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Competitors of Financial Guard
Financial Guard operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Financial Guard
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Latest news on Financial Guard
Complete news archive for Financial Guard
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Frequently Asked Questions about Financial Guard
Financial Guard was founded in 2009 and raised its 1st funding round 4 years after it was founded.
Financial Guard is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.
Financial Guard is a funded company, having raised a total of $2M across 1 funding round to date.
Financial Guard was established in 2009 in Salt Lake City, United States, as an SEC-registered investment advisor in the financial services sector. Investment accounts, including retirement, brokerage, and college savings plans, are linked and aggregated on the platform without asset transfers. Holistic guidance on portfolio allocation, fund selection, and financial education is delivered, while execution services are not offered.
Financial Guard's top competitors include The Tifin Group, Ascensus and Farther.
Financial Guard has 2 investors. Key investors include Legg Mason, and Cherokee & Walker.