Realized logo — Realized helps investors diversify wealth from investment pr...

Realized

Realized helps investors diversify wealth from investment properties into passive real estate portfolios.

Founded 2015 United States Austin, United States 29 employees Series A Total: $6.00M Financial Services, Fintech +2

General Information

Company Name Realized
Founded Year 2015
Location United States Austin, United States +1
Employees 29
Industries Financial Services, Fintech, Prop Tech +1
Funding Stage Series A
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About Realized

Realized, founded in 2015, is a U.S.-based company operating at the intersection of Financial Services, Fintech, Prop Tech, and Real Estate. The company is poised to revolutionize how investors approach wealth diversification in real estate.

With the slogan, "Realized helps investors diversify wealth from investment properties into passive real estate portfolios," Realized offers tools for sophisticated management of investment property wealth akin to stocks and bonds. Its services enable a tax-efficient transition from individual properties to diversified, passive portfolios, tailored to meet individual risk appetites and income potential, underscoring their belief: "it's about the money you keep."

The company drew attention with a $6.00M Series A investment on 10 September 2019, backed by Calibrate Ventures and Rice Park Capital. This funding underscores confidence in Realized's potential to offer comprehensive, risk-free investment solutions. Investors should consider their innovative approach to maximizing after-tax income as a compelling opportunity.

Taxonomy: Real Estate Investment, Wealth Management, Tax Optimization, Passive Income, Financial Technology, Real Estate Finance, Asset Diversification, Commercial Real Estate, 1031 Exchange, Qualified Opportunity Zones, Tax-Deferred Investments, Institutional Quality Real Estate, Structured Finance, Real Estate Co-Investment, Online Marketplace

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 2
Investor Investor
10 Sep 2019
Seed Round •••••• - 01 Apr 2015

Realized Alternatives & Competitors

Realized vs
Migain
Migain Australia

Migain portfolio management software helps you manage your shares, property and cash. Make time, sav...

1 employees
Realized vs
Personal Capital
Personal Capital United States

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live...

Series F
1654 employees
Finance, Financial Services
Realized vs

Financial Insights, specializes in comprehensive wealth management & retirement planning.

13 employees
Financial Services, Insurance

FAQ About Realized

Realized helps investors diversify wealth from investment properties into passive real estate portfolios.
Realized was founded in 2015.
Realized is headquartered in Austin, United States.
Realized operates in the following industries: Financial Services, Fintech, Prop Tech, Real Estate.
Realized has approximately 29 employees.
Realized has completed 2 funding rounds, raising a total of $6.00M. The latest funding stage is Series A.
Top alternatives and competitors to Realized include Migain, Personal Capital, Financial Insights Wealth Management, Tax Pro Plus LA, KFA Private Wealth Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Realized and Migain 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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