Prumentum Group is a wealth-tech company founded to make financial planning accessible to everyone, regardless of net worth. The Company combines transformational digital capabilities and proven wealth management solutions with access to financial advisors.
Prumentum Group created BrightPlan, a digital Registered Investment Advisor, and acquired a significant equity stake in Plancorp, a reputable wealth management firm, to create a Hybrid-Robo solution, pairing Artificial Intelligence and other cutting-edge technology with human advisors to provide personalized financial planning and wealth management services direct to consumers at scale.
|HQ||San Jose, US||Map|
|Employees (est.) (Jun 2017)||9|
Prumentum Group total Funding
Prumentum Group latest funding size
Time since last funding
|3 years ago|
When was Prumentum Group founded?
Prumentum Group was founded in 1983.
Who are Prumentum Group key executives?
Prumentum Group's key executives are Charles Carmel, David Covin and Diane Strohfus.
How many employees does Prumentum Group have?
Prumentum Group has 9 employees.
Who are Prumentum Group competitors?
Competitors of Prumentum Group include Algoriz, Algoraise and Vise.
Where is Prumentum Group headquarters?
Prumentum Group headquarters is located at San Jose, CA, USA, San Jose.
Where are Prumentum Group offices?
Prumentum Group has an office in San Jose.
How many offices does Prumentum Group have?
Prumentum Group has 1 office.
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