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FINTECH / B2B/ D2C/ WOMEN-FOUNDED /
LGBTQIA+ FOUNDED

Meet
Aura Finance

A platform for wealth and asset management, personalized portfolios, and financial well-being
‍
Tardi Finance, Inc.
Founded  2021

The Product

Monthly subscription for platform access
($14.99 / month)

Up to $10K in assets managed for free
(1% fee for >$10K)

Company Highlights

• $300K in assets under management w/ no paid marketing -- 98% of members have recurring contributions

• Organic traction on TikTok (200K views) and money personality quiz (700K clicks)

• Currently in the Techstars Economic Mobility Accelerator in partnership with Samvid Ventures
‍
• Investors in this round include Techstars, the MD of JP Morgan Private Wealth, CEO of Gaingels, Senior Director @ Visa, and Taylor Price (finance influencer w/ 1MM TikTok followers)

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Featured in

Founding team & advisors

Kelsey Willock - Co-Founder, CEO; 2x founder with 6 years as a Goldman Sachs VP & financial literacy author of "Not Your Boyfriend's Investment Advice"

Courtney Cardin - Co-Founder, Product & Design; 6 years practicing attorney (private practice & US senate), Certified Money Coach

Additional team members include a CTO, Lead Engineer, Behavioral Science PhDs, Certified Financial Planner, Head of Partnerships/Comms, Growth Marketing, & UX Design

They're raising to...

- Develop more app features and maintain platform
- Execute marketing campaigns & strategic business partnerships
- Cover G&A and operational expenses

Fundraise terms

Raising $500K on an SPV 
64% Closed
Minimum check size: $10K

Looking for expertise in...

Influence in the fintech space, influence in the health/wellness space, and B2B partnerships.

The ideal angel investor is...

An individual with expertise in Fintech, behavioral psychology, wealth management, and/or health and wellness.

Find them at...

Instagram
TikTok
www.aurafinance.io

Interested in Aura Finance due diligence?

Deeper traction details and customer insights are available
to interested angel investors in the Cherub network
Request Investor Deck

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