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Testimonial IQ
Compliant testimonial marketing for financial advisors
Dec
2023
Frazier Event
Frazier VC Fund IV primary investments
Jun
2024
Frazier Event
Frazier VC Fund IV primary investments
Capital Events Timeline
Company Overview
Testimonial iQ is a compliance-focused software platform for the wealth management industry helping financial advisors generate, manage, and publish client feedback aligned with SEC/FINRA guidelines.
Why We Invested
The platform gives advisory firms a repeatable system to collect and publish compliant feedback, reducing manual compliance overhead in regulated environments.
Investment Vehicle
Frazier VC Fund IV
Investor
Frazier VC
Founded
2023
Sector
Fintech & Financial Software
Legal Name
Testimonial IQ, Inc.
Status
Active
Other Investors
Techstars, SWAN Ventures, The Founders Arena
Deal Snapshot
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