Freeman Capital
The business, the turning points, and the decisions behind them.
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Sections to complete：02 · 05
01 / WHAT IT BUILT
What the company did
Freeman Capital was a Charlotte, North Carolina fintech founded by Calvin Williams Jr. It offered an automated, SEC-registered wealth-management platform aimed at underserved communities: semi-automated financial planning, investment management, and insurance guidance from certified planners, priced like a monthly subscription so everyday earners could access advice usually reserved for the wealthy.
02 / FAILURE REASONS
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03 / EVENT HISTORY
Events in the structured record
- Company founded
Calvin Williams Jr. founds Freeman Capital in Charlotte to close the racial wealth gap with accessible automated wealth management.
- Funding round
By mid-2021 the company has raised more than $1 million; Williams is named to InvestmentNews' 40 Under 40 list and Freeman Capital joins the first class of the Northwestern Mutual Black Founder Accelerator.
04 / CONTEMPORARY REBUILD ASSESSMENT
Difficulty of rebuilding this project today
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Overall assessment: Not completed
05 / CAUSAL CHAIN / AFTERMATH
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