ProNvest, Inc. logo — ProNvest provides active management and portfolio optimizati...

ProNvest, Inc.

ProNvest provides active management and portfolio optimization for 401(k) and other retirement accounts.

Founded 2000 United States Chattanooga, United States 10 employees Series B Total: $2.00M Financial Services, Insurance +1

General Information

Company Name ProNvest, Inc.
Founded Year 2000
Location United States Chattanooga, United States
Employees 10
Industries Financial Services, Insurance, Banking
Funding Stage Series B
Social

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About ProNvest, Inc.

ProNvest is an independent investment advisory firm founded in 2000 and headquartered in the United States. The company's slogan, "ProNvest provides active management and portfolio optimization for 401(k) and other retirement accounts," reflects its core mission of helping participants reach their retirement goals. ProNvest stands out in the industry by offering personalized investment services that were traditionally reserved for the ultra-wealthy.

With a focus on Financial Services, Insurance, and Banking, ProNvest has garnered attention with its recent $2.00M Series B investment on 15 August 2019 from Relevance Ventures (formerly Relevance Capital).

The company's commitment to providing professional advice is evident in its ongoing and extensive fund research, as well as the tailored retirement plans offered through the ProNvest Planner. Additionally, ProNvest ensures personal service through retirement counselors available via phone or live chat, as well as thorough account monitoring and rebalancing services.

By simplifying the retirement planning process and combining customized portfolios with competitive fees, ProNvest continues to prove itself as an industry leader. For further information, ProNvest's social media disclosure can be viewed at https://www.pronvest.com/legal/social-media-disclosure.

Business keywords: retirement planning, investment advisory, portfolio optimization, financial management, retirement accounts, managed account services, goal-based advice, financial goal setting, investment strategy, retirement counseling, investment research, customized portfolios, fund research

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series B $2.00M 1
Relevance Ventures
15 Aug 2019
Debt Financing Undisclosed 1
Recurring Capital Partners
01 Oct 2017

ProNvest, Inc. Alternatives & Competitors

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ProNvest, Inc. vs
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ProNvest, Inc. vs

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FAQ About ProNvest, Inc.

ProNvest provides active management and portfolio optimization for 401(k) and other retirement accounts.
ProNvest, Inc. was founded in 2000.
ProNvest, Inc. is headquartered in Chattanooga, United States.
ProNvest, Inc. operates in Financial Services, Insurance and Banking. Its work centres on retirement planning, investment advisory, portfolio optimization and financial management.
ProNvest, Inc. has approximately 10 employees.
ProNvest, Inc. has completed 2 funding rounds, raising a total of $2.00M. The latest funding stage is Series B.
Top alternatives and competitors to ProNvest, Inc. include Investfit, Stonebridge Capital Advisors, Secura Financial Planning & Wealth Management, Lewis & Associates Capital Advisors, LLC, Van der Vegte & Co. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ProNvest, Inc. and Investfit 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 ProNvest, Inc., https://bouncewatch.com/company/pronvest, updated 28 October 2024. When citing, please name BounceWatch and link this page.

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