Full Portfolio

FMT Solutions

FMT helps fiduciary advisors grow their business through their FINRA-reviewed financial education platform. The advisors they work with have taught tens of thousands of courses to over half a million attendees. Hunter Trust invested in July 2015 and exited in 2019. Lacey Wismer was on the board.

Sector: 
Services
Status: 
Portfolio Company
Investment Year: 
2015
Sector: 
Services
Status: 
Portfolio Company
Investment Year: 
2015
Structure: 
Investment Entity: 
Hunter Trust