Our founders have been advisory professionals in the financial services industry for many years and have experienced first-hand how slow, painful, and expensive it is to create chartbooks for clients. Also known as pitchbooks or decks, these documents serve to visualize mountains of data, communicate advice to clients, and persuade them to take an action.
Keenly aware of the need to take chartbooks out of the dark ages, our founders assembled an all-star team with expertise across a wide range of disciplines, including financial services, technology, data, and design.
The team became Pellucid Analytics. Our content delivery platform yields immediate efficiency gains and empowers our clients to earn their clients’ trust in a fraction of the time and effort it used to take.
Latest funding size
Time since last funding
|4 years ago|