Blend Financial is an investment advisor in Boston with $478.00 k assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824047933
SEC advisor number
801-120236
FINRA CRD number
305353
AUM ?
$478.00 k
(as of 18 Apr 23)
Accounts
23
(as of 18 Apr 23)
Employees
219
(105 investment advisory or research)
Office hours
Monday - Friday, BY APPT.
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Watson, Matthew, Peter | CEO & Chief Compliance Officer | 01/2018 | 10-25% |
| Felicis Ventures VI, L.P. | Shareholder | 01/2020 | 10-25% |
| Finger, Wallis, Kundar | General Counsel | 03/2022 | < 5% |
| Avf I, L.P. | Shareholder | 11/2019 | 5-10% |
| GC Innovation V, LLC | Shareholder | 11/2019 | 10-25% |
| General Catalyst Group IX, L.P. | Member | 04/2018 | > 75% |
| Meister, Paul, Aaron | Chief of Staff | 11/2022 | < 5% |
| De Paula E Silva, Joao, Pedro Vieira | Chief Technology Officer / Co-founder | 09/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
No filings