# Wingspan Portfolio Advisors: Wholesale, Dallas, United States

> Wingspan Portfolio Advisors: Wingspan Portfolio Advisors is a financial services company that provides claims management and customer complaint escalation...

Source: https://millionrounds.com/startup/wingspan-portfolio-advisors (Millionrounds; every figure on the page links to its filing or article)

United States · [Wholesale startup](https://millionrounds.com/companies)

# Wingspan Portfolio Advisors

Wingspan Portfolio Advisors is a financial services company that provides claims management and customer complaint escalation services.

Email

Funding reported Last round: Undisclosed round

Wholesale Dallas, United States

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Company summary

- **Founded:** 2008 18 years old
- **Team:** 1,001 1,000+ people
- **Funding reported:** $3.0M in dollars
- **Last round:** Undisclosed round Oct 2014

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Wingspan Portfolio Advisors has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Wingspan Portfolio Advisors raised

Funding, as reported

Reported in all **$3.0M** in dollars

Rounds **2**

Last round **Undisclosed round**

Last round date **Oct 2014**

Investors listed **1**

## Wholesale in United States

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