Paperwork, an Oakland, CA-based financial wellness solution for people to organize and manage their financial lives, raised $2.5m in seed funding.
The round was led by Kickstart Fund with participation from Launchpad Capital, AARP, StartUp Mavericks, and some angel investors.
The company intends to use the funds to scale continued development of its comprehensive financial wellness platform while also growing distribution opportunities and partnerships with financial service providers.
Led by Kevin Cimring, Founder & CEO, Paperwork provides a proprietary financial wellness platform that automatically organizes and analyzes financial accounts and important documents, such as wills, insurance policies and other financial information that clients upload using Paperwork’s mobile app. The app then provides personalized insights and suggestions that help them make smarter money choices, plan for the future and protect the financial wellbeing of their families.
FinSMEs
26/02/2022