About Financial Guard
Financial Guard is a Technology company based in Salt Lake City (United States) founded in 2009, and was acquired by Legg Mason in July 2016. Online portfolio advice is provided for investors allocation and education. Financial Guard has raised $2 million across 1 funding round from investors including Legg Mason and Cherokee & Walker. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Salt Lake City, United States
- Stage Acquired
- SectorsTechnology
- Website financialguard.com
- Social LinkedIn X
- Acquired by Legg Mason (Jul 2016)
- Total Equity Funding$2M (USD)
in 1 rounds
- Latest Funding Round$2M (USD), Seed
Jun 2013
- InvestorsLegg Mason
& 1 more
- Acquired byLegg Mason
(Jul 2016)
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.
- Total Funding $2M
- Total Rounds 1
- Last Round Seed — $2M
- First Round $2M
(Jun 2013)
- Investors Count 1
All 1 funding rounds of Financial Guard with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2013 | $2M | Seed | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| cherokeeandwalker.com | ||||
Diversified investment management services are offered globally. | 1899 | leggmason.com | Baltimore, United States |
Investor details for Financial Guard
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Financial Guard
3 dated milestones of Financial Guard across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Financial Guard is founded.
- Funding First funding round of $2.0M.
- Exit Acquired by Legg Mason.
Competitors of Financial Guard
Financial Guard has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Financial Guard
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Financial Guard (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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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. The company's 1st funding round was a Seed of $2M, raised on Jun 2013.
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.
Yes. Financial Guard was acquired by Legg Mason in July 2016.