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Financial Guard logo — Experience professional, unbiased, transparent investment ad...

Financial Guard

Experience professional, unbiased, transparent investment advice at a fraction of the traditional cost.

Founded 2009 Seed Total: $2.00M Finance, Financial Services

General Information

Company Name Financial Guard
Founded Year 2009
Industries Finance, Financial Services
Funding Stage Seed
Social

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About Financial Guard

Financial Guard, founded in 2009, aims to revolutionize the way individual investors access investment advice. The platform provides professional, unbiased, and transparent investment advice at a fixed price, significantly undercutting traditional costs. By leveraging technology, Financial Guard offers a comprehensive view of investors' portfolios and provides targeted recommendations for asset allocation to achieve retirement goals. The company received a $2.00M Seed Round investment from Cherokee & Walker on 15 July 2013. This investment fuelled the company's mission to offer accessible and affordable financial advice, allowing users to sync all their accounts without moving their assets. Financial Guard assigns grades to individual investments and accounts and offers personalized recommendations to optimize diversification according to unique risk profiles and retirement objectives. This innovative approach diminishes uncertainty in retirement planning, all for a low, fixed monthly fee.

Taxonomy: investment advice, online investment manager, investment optimization, retirement planning, portfolio management, asset allocation, diversification strategy, technology-driven finance, transparent pricing, financial advisory services, personal finance management, investment recommendations, investment grading, retail investor support

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 1
Investor
15 Jul 2013

Financial Guard Alternatives & Competitors

Financial Guard vs
Callahan Financial Planning
Callahan Financial Planning United States

Fee-only financial advisors in Omaha & Lincoln, NE and San Francisco, CA.

Series A
4 employees
Finance, Financial Services
Financial Guard vs
Stack Wealth
Stack Wealth India

Investments tailored to your goals, curated by your dedicated wealth manager.

Seed
70 employees
Finance, Financial Services
Financial Guard vs
Investfit
Investfit Australia

Investfit: world’s leading advice tool for optimising investment strategy, goal-setting, insurance n...

Series A
2 employees
Financial Services, Fintech

FAQ About Financial Guard

Experience professional, unbiased, transparent investment advice at a fraction of the traditional cost.
Financial Guard was founded in 2009.
Financial Guard operates in the following industries: Finance, Financial Services.
Financial Guard has completed 1 funding round, raising a total of $2.00M. The latest funding stage is Seed.
Top alternatives and competitors to Financial Guard include Callahan Financial Planning, Stack Wealth, Investfit, SFM Sweeney Financial Management, Meeder Investment Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Financial Guard and Callahan Financial Planning are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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