Elements

About Elements

Elements is a financial wellness program software designed for financial advisors. It aims to help advisors save time in serving clients and growing their firms by offering tools for quick financial assessments, automated reporting, and efficient client onboarding.

Products & Services

Elements Financial Wellness System:A software platform for financial advisors to provide relevant financial advice quickly, using the Financial Vitals Methodology, AI-driven assessments, easy data collection tools, automated progress reporting, and an email nurture content library.

Specialties

Financial Wellness Programs AI Financial Assessments Automated Reporting Client Onboarding and Communication Financial Planning Tools

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 5000000 MR: - FA: 5 million FAN: 5000000	D: 2023-01-24 FD: 2023-01-24	7 investors

Seed Latest

2023-01-24

$5.0M

7 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

B

Brandon Galici

Certified Financial Planner

B

Billy Zerillo

S

Shehara Wooten

M

Michael Hathaway

G

Grant Botma

B

Becky Walsh

CFP(r), CAP(r)

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Recent News

Elements Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised