# Levanto Financial

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

- Industry: Internet
- Headquarters: Troy, US
- Website: www.levantofinancial.com
- Total disclosed funding: $1.6M
- Latest round: Seed (Jun 29, 2015)
- Investors on record: 6

## About

Levanto Financial Inc. specializes in delivering innovative financial solutions tailored for individual and institutional investors, focusing on portfolio diversification and effective risk management strategies.Founded in 2009 and headquartered in Troy, US, Levanto Financial Inc. provides specialized financial services. The company completed its most recent deal on June 29, 2015, securing USD 1.6 mn in Seed funding, led by Michigan Angel Fund with participation from other investors including Commerce Ventures and Crosslink Capital. Paul Cloutier, the founder, has a background in financial services, although additional company history is not detailed.Levant Financial focuses on providing innovative financial solutions tailored to the needs of both individual and institutional investors. Their core offerings include specialized investment products designed to enhance portfolio diversification and risk management. These products are structured to address various financial challenges faced by their clientele, including liquidity constraints and market volatility. The company primarily serves a diverse client base that includes high-net-worth individuals, family offices, and institutional investors across North America and Europe. By leveraging advanced analytics and market insights, Levant Financial aims to empower its clients to achieve their investment goals while navigating complex financial landscapes.Levant Financial generates revenue through a combination of fee-based services and transaction commissions associated with their investment products. Clients typically engage with the firm under a subscription model for ongoing advisory services, which may include portfolio management and market analysis. In addition, the company may facilitate direct transactions between investors and various financial instruments, enhancing the capital flow for both parties. Specific pricing plans for these services are structured to align with the complexity and scale of the investment solutions offered. For flagship products, revenue is further supplemented through performance-based fees, encouraging optimal investment strategies that align with client interests and objectives.Levant Financial plans to utilize the recent Seed funding of USD 1.6 mn raised on June 29, 2015, to support the development of new financial products aimed at addressing evolving market demands. The company is focused on expanding its operations into new markets within Europe and North America by the end of 2024, leveraging its innovative financial solutions to cater to a broader range of investment needs. This growth strategy aims to solidify Levant Financial's position in the financial services sector and enhance client engagement.

## Funding rounds

- Seed, Jun 29, 2015, $1.6M — Crosslink Capital, Rockpoint Group, Commerce Ventures, Michigan Angel Fund, Steelhead Ventures, Gibraltar Ventures

## Investors

- Crosslink Capital (https://capitalatlas.ai/funds/crosslink-capital) — Seed
- Rockpoint Group — Seed
- Commerce Ventures (https://capitalatlas.ai/funds/commerce-ventures) — Seed
- Michigan Angel Fund (https://capitalatlas.ai/funds/michigan-angel-fund) — Seed
- Steelhead Ventures (https://capitalatlas.ai/funds/steelhead-ventures) — Seed
- Gibraltar Ventures — Seed