Prumentum Group
OverviewSuggest Edit
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.
| Type | Private | |
| Founded | 1983 | |
| HQ | San Jose, CA, US | Map |
| Website | prumentumgroup.com |
Locations
Latest Updates
| Employees (est.) (Jun 2017) | 9 | |
| Cybersecurity rating | A | More |
Key People/Management at Prumentum Group
Charles Carmel
David Covin
Diane Strohfus
Sayed Darwish
Keith Taylor
Larry Robinson
Prumentum Group Office Locations
Prumentum Group Financials and Metrics
Summary Metrics
Founding Date | 1983 |
Prumentum Group total Funding | $25 m |
Prumentum Group latest funding size | $25 m |
Time since last funding | 5 years ago |
Prumentum Group Cybersecurity Score
Competitors
Prumentum Group Online and Social Media Presence
Prumentum Group's Trends
Prumentum Group Frequently Asked Questions
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 Apteo, Numerai 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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