AllGen Financial Advisors
Achieve Financial Freedom with Orlando-based financial planning and investment management services.
28 employees · est. 2003 · Orlando, United States
Toolbox
Automated bookkeeping, key financial insights. Save time. Save money. Grow faster.
13 employees · est. 2019 · New York, United States
AllGen Financial Advisors is the older company (2003 vs 2019).
Side-by-Side Comparison
| Metric | AllGen Financial Advisors | Toolbox |
|---|---|---|
| Founded | ||
| Founded | 2003 older | 2019 |
| Headquarters | ||
| Headquarters | Orlando, United States | New York, United States |
| Employees | ||
| Employees | 28 | 13 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Fintech, Internet |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Seed |
| Total Funding | ||
| Total Funding | Not tracked yet | $8.25M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 3 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment Management, Fiduciary Advisor, 401k Rollover, Registered Investment Advisor, Financial Coaching, Independent Fee-based Advisory, Orlando-based, Retirement Planning, IRA Management, Financial Education, Small Business Owners, Financial Progress Tracking | Business Banking, Automated Bookkeeping, Financial Workflows, Credit Access, SMBs, Financial Insights, Y Combinator, 1984.vc, Kickstart Seed Fund, J Ventures, FJ Labs, Liquid2Ventures |
| Website | ||
| Website | allgenfinancial.com | trytoolbox.com |
About AllGen Financial Advisors
AllGen Financial Advisors is an Orlando-based financial planning and investment management services provider founded in 2003. The company prides itself on offering highly tailored services to individuals, families, and small business owners, with a commitment to helping them maximize their financial...
About Toolbox
Toolbox is a fintech startup founded in 2019, based in the United States, aiming to redefine business banking. With the slogan "Intelligent business banking with automated bookkeeping, enterprise-grade financial workflows, and access to credit," Toolbox offers intelligent banking features, financial...
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