Tech Company Financing Transactions

Aria Retirement Solutions Funding Round

On 2/4/2012, Aria Retirement Solutions raised $4 million in funding from Polaris Partners.

Transaction Overview

Announced On
2/4/2012
Transaction Type
Venture Equity
Amount
$4,000,000
Round
Undisclosed
Investors

Polaris Partners (Alan Spoon)

Proceeds Purpose
The $4 million investment will allow Aria to expand its technology platform for independent Registered Investment Advisors.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
200 Pringle Ave. 325
San Francisco, CA 94596
USA
Email Address
Overview
Aria Retirement Solutions was founded by veteran executives from industry-leading firms such as Charles Schwab and Fidelity who shared the vision of building an industry-leading platform focused exclusively on independent RIAs.
Profile
Aria Retirement Solutions LinkedIn Company Profile
Social Media
Aria Retirement Solutions Company Twitter Account
Company News
Aria Retirement Solutions News
Facebook
Aria Retirement Solutions on Facebook
YouTube
Aria Retirement Solutions on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
David Stone
  David Stone LinkedIn Profile  David Stone Twitter Account  David Stone News  David Stone on Facebook
Chief Financial Officer
Karen Chang
  Karen Chang LinkedIn Profile  Karen Chang Twitter Account  Karen Chang News  Karen Chang on Facebook
Chief Technical Officer
Scott Strait
  Scott Strait LinkedIn Profile  Scott Strait Twitter Account  Scott Strait News  Scott Strait on Facebook


 

 

Browse more venture capital transactions:

Prev: 2/3/2012: PlanSource venture capital transaction
Next: 2/4/2012: Mosoro venture capital transaction

 

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