DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| NEW YORK, | $28.7M | 2012 | ||||
| 1 | ||||||
| 2 | ||||||
| Wichita, | 82 | |||||
TRAJECTORY FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched TRAJECTORY FINANCIAL PLANNING LLC | 2026 | |||||
SY FUND I, A SERIES OF CAPITAL TRAJECTORY SYNDICATE, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $2.9M | 45 | 2023 | |||
AI FUND I, A SERIES OF CAPITAL TRAJECTORY SYNDICATE, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $1.3M | 22 | 2023 | |||
DE FUND I, A SERIES OF CAPITAL TRAJECTORY SYNDICATE, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $1.8M | 6 | 2022 | |||
VA FUND I, A SERIES OF CAPITAL TRAJECTORY SYNDICATE, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $442,801 | 13 | 2023 | |||
| $875,000 | 2025 | |||||
| $813,334 | 2025 | |||||
| $406,666 | 2025 | |||||
| $510,000 | 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.