The Perfect RIA - Crunchbase Company Profile & Funding

Q: When was the last funding round for The Perfect RIA?

The Perfect RIA closed its last funding round on obfuscated from a Seed round.

Q: How much funding has The Perfect RIA raised to date?

The Perfect RIA has raised obfuscated.

Overview

The Perfect RIA

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About The Perfect RIA

CB Rank

209337

The Perfect RIA helps financial advisors deliver massive value to their clients.

Founded

obfuscation

Private

Seed

Federal Way, Washington, United States

1-10

theperfectria.com/

Advice

Finance

Financial Services

Funding Rounds

Seed

OBF

obfuscation

Key People

Micah Shilanski: Co-Founder

Details

Operating Status

Active

Company Type

For Profit

Founders

Micah Shilanski

About the Company

The Perfect RIA helps financial advisors deliver massive value to their clients.

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Surge Meetings

A structured scheduling method where financial advisors hold client meetings in focused blocks to increase productivity and client value.

One-Page Financial Plan

A simplified financial planning tool that summarizes a client’s financial goals and strategies on a single page for clarity and ease of communication.

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Financials

Company Funding

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed
obfuscated obfuscation	Seed Round - The Perfect RIA	—	obfuscated obfuscation	—	Seed