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Frank - About the company

Frank is a seed company based in Chicago (United States), founded in 2019. It operates as a Provider of AI-powered financial advice and planning with human advisor access. Frank has raised an undisclosed amount in funding from Higher Ground Labs. The company has 18 active competitors, including 5 funded and 1 that has exited. Its top competitors include companies like Blooom, Boldin and Robustwealth.

Company Details

Provider of AI-powered financial advice and planning with human advisor access. It offers personalized financial guidance by utilizing a user's complete financial background. The service assists in making decisions related to retirement, taxes, benefits, and healthcare. It features an interactive dashboard to view accounts and track financial goals.
Social
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Email ID
*****@getfrank.com
Key Metrics
Founded Year
2019
Location
Chicago, United States
Stage
Seed
Latest Funding Round
Ranked
Employee Count
26 as on Sep 30, 2026
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Frank's funding and investors

Frank has raised funding over 1 round. Its latest funding round was a Seed round on Sep 30, 2022 for $*****. 1 investor participated in its latest round. Frank has 4 institutional investors.

Here is the list of recent funding rounds of Frank:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Sep 30, 2022
2888563
Seed
5744786
9718383
5270231
9528929
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Frank's founders and board of directors

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Frank's employee count trend

Frank has 26 employees as of Sep 26. Here is Frank's employee count trend over the years:
Employee count trend for Frank
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Frank's Competitors and alternates

Top competitors of Frank include Blooom, Boldin and Robustwealth. Here is the list of Top 10 competitors of Frank, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Blooom
Blooom
2013, Overland Park (United States), Series B
Investment advisor that works with existing retirement account
$13.2M
48/100
2nd
Logo for Boldin
Boldin
2015, Mill Valley (United States), Series A
Provider of financial planning and retirement planning software
$20M
42/100
3rd
Logo for Robustwealth
Robustwealth
2015, New York City (United States), Acquired
Automated solutions for individuals and 401(k) accounts.
$7.49M
40/100
4th
Logo for Frank
Frank
2019, Chicago (United States), Seed
Provider of AI-powered financial advice and planning with human advisor access
-
37/100
5th
Logo for Rebalance IRA
Rebalance IRA
2012, Palo Alto (United States), Unfunded
Automated investment for retirement savings
-
-
24/100
6th
Logo for Annuities.ai
Annuities.ai
2018, Lake Mary (United States), Unfunded
Platform offering annuity with AI-powered recommendations
-
-
24/100
7th
Logo for Become Autonomous
Become Autonomous
New York City (United States), Seed
Provider of an AI-driven platform for financial planning and investment advice
$500K
24/100
8th
Logo for LDIntelligence
LDIntelligence
2012, Scottsdale (United States), Seed
Platform offering solutions for retirement planning
$1.98M
-
23/100
9th
Logo for Vault
Vault
2015, Portland (United States), Acqui-Hired
Robo Advisor for retirement
-
-
20/100
10th
Logo for Fingage
Fingage
2008, San Francisco (United States), Unfunded
Robo advisors and investment management platform
-
-
19/100
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Frank's Investments and acquisitions

Frank has made no investments or acquisitions yet.

Reports related to Frank

Here is the latest report on Frank's sector:

News related to Frank

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FAQs about Frank

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