Certified by Founder Lodge
RFG Advisory
United States - Vestavia Hills, AL
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1 Disclosed Funding Rounds $0
0 Participating Investments
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Founded date
2003
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform en
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| August, 02 ,2023 | Unknown | Undisclosed Amount |
Long Ridge Equity Partners
Founderpath
Truework
Finix
Farther
TeamApt Inc.
PaleBlueDot AI | $150,000,000 | (Jan 30, 2026)
WealthAi | $1,000,000 | (Jan 30, 2026)
Datalinx AI | $4,200,000 | (Jan 30, 2026)
Ressio Software | Undisclosed Amount | (Jan 30, 2026)
Checkbox | $23,000,000 | (Jan 30, 2026)
