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Freeman Capital Management
Techstars '22Charlotte, US · Founded 2015 · 6 employees on LinkedIn · 4 known investors
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An investment app providing personalized wealth journeys and comprehensive wealth management through subscription-based financial planning.
Also known as Freeman Capital
Investors · 4
How we know: Backstage Capital's portfolio page · the VCSheet dataset · Not right? Tell us
How we know: Charlotte Angel Fund's portfolio page · Not right? Tell us
How we know: the Techstars portfolio · open dataset · Top 3000 Accelerator Startups (no YC) 2026-08 · Not right? Tell us
Company profile
researched Sep 2026Freeman Capital Management is a Charlotte, North Carolina-based financial technology company founded in 2015 that provides financial planning services delivered through software. Its stated aim is to make one-on-one financial planning accessible, scalable and affordable, lowering the cost and account-size barriers usually associated with traditional financial advisory relationships.
The company serves individuals and small businesses seeking comprehensive financial guidance, and is classified in industry listings under fintech, financial services and wealth management, with financial planning as its main product and a recurring-revenue model. It is privately held and operates with a small team; job-board listings place it at the pre-seed stage with one to ten employees. It participated in the Techstars Anywhere (Remote) accelerator cohort in 2022.
Founding story
The company was founded in 2015 with the stated mission of democratizing financial planning by making it accessible, scalable and affordable to a broad audience rather than only to wealthier clients.
Business model
The company sells financial planning as a technology-enabled, low-cost service rather than as a traditional high-minimum advisory relationship, pairing software with one-on-one advice so that planning can be delivered at scale and affordably.
Recurring revenue from financial planning services, with industry classifications tagging the business as SaaS within finance and insurance.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
A small, early-stage financial planning technology firm operating among other digital wealth and planning providers such as Farther, Harness Wealth, Origin, Fostrum, One Plan and FeezBack.
Freeman Capital Management positions itself around affordability and scalability of personalized, one-on-one financial planning, using technology to deliver advice at a cost point below that of conventional advisory firms.
Technology
A financial planning tool that combines software with human advisers, enabling personalized one-on-one planning to be provided cost-effectively and at scale.
Go-to-market
The offering is distributed directly to individual consumers and small businesses through a technology platform, with the Techstars Anywhere program in 2022 providing accelerator support.
Individuals and small businesses that want comprehensive financial guidance without the high costs typically associated with traditional financial advisory services.
Geography
Headquartered in Charlotte, North Carolina, with listings citing locations in the Charlotte area and more broadly in North Carolina and the United States.
History
Founded in 2015 and based in Charlotte, North Carolina, Freeman Capital Management built out a technology-supported financial planning offering and took part in the Techstars Anywhere (Remote) accelerator in 2022. Company listings describe it as a small, pre-seed-stage team of roughly one to ten people. One company-research profile lists its operating status as closed.
Compiled by commissioned research from 4 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 1
launches, deals, and filingsFreeman Capital Management joined the Techstars: Anywhere Remote accelerator program in 2022.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 4
primary sources listed
- Freeman Capital Management - aVenture Company Researchaventure.vc · web
4 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Freeman Capital Management do?
- Charlotte-based fintech making one-on-one financial planning accessible, scalable and affordable for individuals and small businesses.
- Who are Freeman Capital Management's investors?
- Freeman Capital Management's investors include Backstage Capital, Charlotte Angel Fund, NC IDEA, Techstars.
- Where is Freeman Capital Management headquartered?
- Freeman Capital Management is headquartered in Charlotte, US.