Sqwire

Norfolk, United States Founded: 2019 • Age: 7 yrs
Wealth management services are provided to clients by Sqwire.

About Sqwire

Sqwire is a company based in Norfolk (United States) founded in 2019 by Danijel Velicki.. Sqwire has raised $265 thousand across 2 funding rounds. Sqwire offers products and services including Sqwire Financial Education and Live Webinars. Sqwire operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

  • Headquarter Norfolk, United States
  • Founders Danijel Velicki
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Sqwire, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $265 K (USD)

    in 2 rounds

  • Latest Funding Round
    $100 K (USD), Seed

    Apr 19, 2021

  • Investors
  • Employee Count
    Employee Count
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Products & Services of Sqwire

Sqwire offers a comprehensive portfolio of products and services, including Sqwire Financial Education and Live Webinars. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers online lessons and webinars on debt, investing, and taxes.

Provides interactive sessions on financial topics for users.

People of Sqwire
Headcount 10-50
Employee Profiles 1
Employee Profiles
People
Danijel Velicki
CEO

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Teams

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Funding Insights of Sqwire

Sqwire has successfully raised a total of $265K across 2 strategic funding rounds. The most recent funding activity was a Seed round of $100 thousand completed in April 2021. 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
  • Total Rounds 2
  • Last Round Seed — $100,000
  • First Round

    (16 Oct 2020)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Apr, 2021 Amount Seed - Sqwire Valuation

investors

Oct, 2020 Amount Seed - Sqwire Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Sqwire

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Sqwire

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Sqwire Comparisons

Employees
+
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Competitors of Sqwire

Sqwire 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Business consulting services are provided to banks and lending institutions.
domain founded_year HQ Location
HR, insurance, and liability services are provided by Alera Group.
domain founded_year HQ Location
Bank offering diversified financial services
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
A full-service stockbroker offering diverse investment options in India.
domain founded_year HQ Location
M&A advisory, capital markets, and wealth management services are offered.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Sqwire

Frequently Asked Questions about Sqwire

When was Sqwire founded?

Sqwire was founded in 2019 and raised its 1st funding round 1 year after it was founded.

Where is Sqwire located?

Sqwire is headquartered in Norfolk, United States. It is registered at Norfolk, Virginia, United States.

Who is the current CEO of Sqwire?

Danijel Velicki is the current CEO of Sqwire. They have also founded this company.

Is Sqwire a funded company?

Sqwire is a funded company, having raised a total of $265K across 2 funding rounds to date. The company's 1st funding round was a Seed of $165K, raised on Oct 16, 2020.

What does Sqwire do?

Sqwire was founded in 2019 in Norfolk, United States, by Danijel Velicki, who serves as CEO. Operations are centered on wealth management within the financial services sector. Advisory and investment services are offered to individuals and entities seeking portfolio oversight. The firm maintains a digital platform at getsqwire.com to support client interactions and resource access across the United States.

Who are the top competitors of Sqwire?

Sqwire's top competitors include Focus Financial Partners, Alera Group and Raymond James.

What products or services does Sqwire offer?

Sqwire offers Sqwire Financial Education and Live Webinars.

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