# TheInfoPro

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/theinfopro

- Industry: Business Support Services
- Headquarters: New York, US
- Website: www.theinfopro.com
- Total disclosed funding: $1M
- Latest round: Series B (Jun 28, 2010)
- Investors on record: 1

## About

TheInfoPro specializes in providing tailored financial planning and investment services, focusing on wealth management for individual and institutional clients, primarily in the Swiss financial market and beyond.Founded in 2002 in New York, US, TheInfoPro is dedicated to offering specialized financial services. The company does not have publicly known parent or subsidiary relationships. In 2011, it was acquired by 451 Group, although financial details were not disclosed. The founder's background remains unspecified. The firm has engaged in 4 deals, with the most recent being a Series B funding round in March 2011, raising USD 1.000 mn, contributing to a total amount raised of USD 1.000 mn and a current valuation of USD 2.895 mn.TheInfoPro provides a comprehensive suite of financial planning and investment services aimed at securing and growing wealth. Key services include strategic investment advice, portfolio management, and specialized offerings like inflation hedging and market timing analysis. The firm serves a diverse clientele from high-net-worth individuals to institutional clients, focusing on various financial goals and allowing them to engage in opportunities across stocks, bonds, real estate, and renewable energy.The company generates revenue through both B2B and B2C transactions. Revenue streams consist of advisory fees for personalized investment strategies, management fees based on assets under management, and commission fees from client portfolio trades. Clients typically engage in ongoing advisory services on a subscription basis, while direct investment transactions are facilitated through partnerships with financial institutions, fostering long-term client relationships and recurring business opportunities.The most recent acquisition in March 2011 is expected to influence future growth strategies. While specific upcoming products and expansion into new markets have not been detailed, the company aims to enhance its offerings and reach. The funding from the Series B round will likely support these strategic initiatives, although explicit plans have not been disclosed.

## Funding rounds

- Series B, Jun 28, 2010, $1M — Edison Partners

## Investors

- Edison Partners (https://capitalatlas.ai/funds/edison-partners) — Series B