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Pattern logo — The modern financial partner: on-demand guidance from your m...

Pattern

The modern financial partner: on-demand guidance from your matched financial advisor and premium wealth management tools

Founded 2021 United States Portland, United States 4 employees Seed Finance, Wealth Management

General Information

Company Name Pattern
Founded Year 2021
Location United States Portland, United States
Employees 4
Industries Finance, Wealth Management
Funding Stage Seed
Social

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About Pattern

Pattern is a modern financial membership founded in 2021 and headquartered in the United States. The company's slogan, "The modern financial partner: on-demand guidance from your matched financial advisor and premium wealth management tools," encompasses its core offering. Pattern combines access to a personal financial advisory team with a powerful robo-platform. The company recently received Seed Round investment at 01 January 2023 from significant investors including Gaingels, UpHonest Capital, Correlation Ventures, Picus Capital, 25madison, Alumni Ventures Blockchain Fund, and Optiver. Pattern operates in the Finance and Wealth Management industries, providing individuals with on-demand guidance from their matched financial advisor and premium wealth management tools. With the backing of reputable investors and a unique value proposition, Pattern is well-positioned to make an impact in the financial services sector.

Business keywords: Financial advisor, Wealth management, Robo-platform, Tax planning, Financial planning, Investments, Startup equity, Liquidity

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 7
Gaingels UpHonest Capital Correlation Ventures
Gaingels, UpHonest Capital +5
01 Jan 2023

Pattern Alternatives & Competitors

View All Alternatives
Pattern vs
Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. United States

Delta Financial Advisors, Inc. is a Kensington, MD based financial planning and wealth management fi...

23 employees
Finance, Financial Services
Pattern vs
growney GmbH
growney GmbH Germany

The award-winning robo-advisory platform for you and your customers.

Corporate Round
12 employees
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Pattern vs
Finizens
Finizens Spain

Gestor Automatizado de Inversiones líder en España, especializado en Inversión Pasiva Indexada. Regu...

Series B
26 employees
Finance, Financial Services
Compare Pattern vs Finizens
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FAQ About Pattern

The modern financial partner: on-demand guidance from your matched financial advisor and premium wealth management tools
Pattern was founded in 2021.
Pattern is headquartered in Portland, United States.
Pattern operates in Finance and Wealth Management. Its work centres on Financial advisor, Wealth management, Robo-platform and Tax planning.
Pattern has approximately 4 employees.
Pattern has completed 1 funding round. The latest funding stage is Seed.
Top alternatives and competitors to Pattern include Delta Financial Advisors, Inc., growney GmbH, Finizens, Allium Financial Advisors, LLC, Estably Asset Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pattern and Delta Financial Advisors, Inc. 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.

Source: BounceWatch company record for Pattern, https://bouncewatch.com/company/pattern-2, updated 22 September 2024. When citing, please name BounceWatch and link this page.

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