Taylor Hoffman

Access to human-led investment management to build generational wealth for all

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Security Type
Preferred Stock
Categories
Technology, Social Impact, Financial Services
Min Investment
$250
Location
Richmond, VA
Expected Close Date
April 30, 2023
Target Raise
$100.00K-$5.00M
Security Price
$250
Valuation
$25,300,000
Website
taylorhoffman.com
Number of Employees
11
Cash
$49,040
Revenue
$1,893,833
Short Term Debt
$372,322
Cost of Goods
$0
Long Term Debt
$2,559,193
Net Income
$-747,455

Company Description

Taylor Hoffman's app, Avidus, is ready to democratize investment management nationwide & globally
$325 million already managed for clients with a 99.9% retention rate
On track for $2 million recurring revenue, growing at 36.7% y-o-y, pre-Avidus launch
Highly experienced team, with Board Members including Retired Navy Seal Captain Tom Chaby
$1.35 million Pre-Seed Round raised in less than a month
Partnerships with leaders in Fintech such as Apex Clearing, Plaid, and Orion Advisors

Management Team / Advisory Board Bios

Brandon Taylor CEO & CIOFounder, Entrepreneur, Investor. Prior to founding Taylor Hoffman, Brandon amassed 20+ years of investment management experience with some of the biggest investment firms on Wall Street., Gabe Hoffman COO & CCOCo-Founder of Taylor Hoffman Inc. Gabe holds his MBA and is a CFP® certificate holder. He has 5+ years of operational and compliance expertise, and 7+ years of experience in the financial industry., Raymond Kanyo Product Manager & Portfolio ManagerRaymond is a CFA Charterholder & United World Scholar with a background in asset management and consulting. Raymond graduated from the University of Richmond with an Honors degree in Quantitative Economics & Finance., Sean Rutherford CFOSean is a CPA with 5+ years of experience in tax planning. Sean graduated Summa Cum Laude from the College of William & Mary. He is also on the Board of Commonwealth Community Trust., Jack Dunne Brand ManagerHead of the Avidus brand and the customer success team. Jack's background in marketing and customer relations keeps Avidus top-notch.
Amount Raised : $512,150
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Security Description

Preferred securities are a type of investment that generally offers some sort of preferred treatment through a dividend or preferred treatment in a liquidation.

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