Peak Financial Group

PEAK is positioned as a leader among multidisciplinary and fully independent dealers.
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Robert Frances

Founder, President and CEO

1 past transactions

Kaira

Venture Round in 2025
Kaira offers a financial wellness platform that uses artificial intelligence to help employers, financial institutions, and HR service providers improve employee financial health. The platform collects and analyzes data to identify financial stress, provides personalized coaching, and tracks progress. By addressing financial well‑being, Kaira helps organizations increase employee retention, productivity, and operational efficiency while reducing stress and improving overall well‑being.
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