# Elements Advisors

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/elements-advisors

- Industry: Software
- Headquarters: US
- Website: www.getelements.com
- Total disclosed funding: $9M
- Latest round: Seed (Jan 24, 2023)
- Investors on record: 6

## About

Based in the US, Elements Advisors, LLC is a software company that provides financial health solutions for financial advisors, enhancing client engagement and operational efficiencies.Elements Advisors, LLC, founded in 2017, focuses on delivering innovative financial planning platforms to financial advisors. The company has undergone no significant operational changes since its inception. The headquarters is located in the United States. The CEO, Reese Harper, has been instrumental in leading the company, though no prior company history for him is provided. Elements Advisors has successfully completed 2 deals, with its most recent funding round occurring on January 24, 2023. The company raised USD 5.00 mn in SEED funding, led by Flyover Capital and included participation from several other investors. The total amount raised to date is USD 5.00 mn.Elements Advisors specializes in financial health solutions specifically tailored for financial advisors. Their offerings include a financial planning platform that simplifies complex financial topics, enhancing advisor-client conversations. Features like "Easy Invites" streamline marketing efforts. The platform is utilized by financial advisors and their clients across North America and Europe, providing modern solutions for financial planning needs.Elements Advisors generates revenue through a subscription-based model targeting financial advisors and firms. Clients subscribe on an annual or monthly basis, gaining access to comprehensive financial planning tools. This B2B model benefits financial firms by improving client interaction methods and streamlining their processes. The company's flagship services, including proprietary financial health assessment tools, are key drivers of its subscription revenue, designed to accommodate a wide range of financial advisory practices.In January 2023, Elements Advisors, LLC raised USD 5.00 mn in Seed funding, part of a larger USD 9.00 mn seed funding initiative aimed at enhancing product development and offerings. Plans for future growth include the launch of new products tailored for financial advisors, though specific release dates are not provided. The company also aims to expand into additional markets, specifically focusing on further penetration within North America and Europe to serve a broader client base by the end of 2023. The recent funding will support these initiatives, further solidifying their market presence.

## Funding rounds

- Seed, Jan 24, 2023, $5M — Kickstart, Flyover Capital, Grand Ventures, SaaS Ventures, Forward Venture Capital, Venture Capital
- Seed, Nov 1, 2021, $4M — Kickstart, Grand Ventures, SaaS Ventures, Forward Venture Capital

## Investors

- Kickstart (https://capitalatlas.ai/funds/kickstart) — Seed
- Grand Ventures — Seed
- SaaS Ventures (https://capitalatlas.ai/funds/saas-ventures) — Seed
- Forward Venture Capital (https://capitalatlas.ai/funds/forward-venture-capital) — Seed
- Flyover Capital (https://capitalatlas.ai/funds/flyover-capital) — Seed
- Venture Capital — Seed