# Holberg Financial

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/holberg-financial

- Industry: Software
- Headquarters: Chicago, US
- Website: www.holbergfinancial.com
- Total disclosed funding: $1M
- Latest round: Seed (Aug 2, 2018)
- Investors on record: 2

## About

Holberg Financial, LLC is a financial services firm based in Chicago, US, that focuses on offering comprehensive financial wellness solutions to businesses, helping employees manage their financial health effectively.Founded in 2015 by Joseph Holberg, Holberg Financial, LLC is headquartered in Chicago, US. The firm specializes in providing financial wellness benefits to employers, enhancing employee well-being. In August 2018, the company completed a Seed funding round where it raised USD 1.00 mn led by West Loop Ventures, with participation from another investor, G2T3V. This marked the firm's sole deal to date.Holberg Financial Wellness specializes in comprehensive financial wellness benefits aimed at reducing financial stress among employees. The firm offers a variety of services including budgeting tools, educational resources, and personalized financial coaching, targeted at businesses seeking to improve their employee benefits packages. Its client base spans a range of sectors, serving both small businesses and large corporations across the US and select international markets, equipping employees with strategies to enhance their financial health.Holberg Financial Wellness operates on a subscription-based revenue model, allowing businesses to integrate its financial wellness programs into their employee benefits offerings. Companies typically engage with Holberg on an annual basis, choosing from different pricing plans tailored to their needs. This model facilitates both direct-to-consumer services and B2B partnerships, ensuring a smooth incorporation into existing employee support structures.Looking ahead, Holberg Financial plans to enhance its offerings by developing new products aimed at improving financial literacy within companies, with releases expected in the coming year. The firm is also exploring expansion into new markets, particularly targeting regions beyond the US by the end of 2022. The recent Seed funding of USD 1.00 mn will be utilized to support these initiatives, focusing on product development and market entry strategies.

## Funding rounds

- Seed, Aug 2, 2018, $1M — G2T3V, West Loop Ventures

## Investors

- G2T3V (https://capitalatlas.ai/funds/g2t3v) — Seed
- West Loop Ventures (https://capitalatlas.ai/funds/west-loop-ventures) — Seed