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Elements Advisors
Financial monitoring system
- 21-100 employees
- Fintech
- B2B
- Mobile
- Data Analysis
- South Jordan, UT
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Company mission
To revolutionize how advisors attract, onboard, and deliver ongoing advice to their clients.
Our take
For financial advisors, Elements Advisors delivers a comprehensive financial monitoring system that enables them to provide accurate, ongoing advice to their clients as their financial situations change.
Elements' client-centric mobile app connects advisors and their clients to each other, as well as to a rich pool of data on client financial health. The app is designed to provide an at-a-glance overview of the numerous factors affecting financial health, as well as to showcase the financial advisor's work, thus simplifying the process of implementing impactful financial planning.
Elements Advisors continues to develop its product to deliver heightened utility, including by implementing a simplified one-page financial plan that is able to move with today's faster-shifting financial needs. The company has received significant funding that will go towards supporting its continued growth trajectory.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- Equity: So when Elements wins, everyone wins!
- Quarterly Off-sites: We get together with the team once a quarter for a few days. We work together on stuff and eat great food and spend some time doing something creative. Recently we did blacksmithing and pottery.
- Fully-Remote Work: Work remotely, no commuting to the office. Work from anywhere in the world.
- Work-life balance: Maximizing hours isn't the goal. if you're making an impact with less than 40 hours, great!
- Health, Dental & Vision Insurance
- Unlimited Vacation
- Stipend for you to set up your work laptop and home office
Funding (last 2 of 3 rounds)
Jan 2023
$5m
SEED
Apr 2022
$4m
EARLY VC
Total funding: $13m
Leadership
Reese Harper
(CEO)Certified Financial Advisor. Previously founded Dentist Advisors.