Job Description
About Our Company
Owners of small and medium sized businesses (SMBs) rarely have access to the expertise and personalized business services that larger companies take for granted. When SMB owners look for help to optimize, scale, and potentially sell their businesses - their options are extremely costly and limited.
We bring enterprise-grade, tailored business advice and financial solutions to small and medium sized businesses owners. We do this both directly and via partnerships with the financial advisors who serve the personal financial needs of SMB owners.
We’re bringing the powerful financial services and tools of Wall Street to the small businesses on Main Street - helping them optimize, scale, and plan for the future.
We are a venture backed business with multiple years of runway.
About the role
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