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Levanto Financial

5755 New King St
Suite 200
Troy, MI 48098

Paul Cloutier

Who was your first customer and where did you find them?
Crestmark Bank, an employee financial wellness program.

Where did you find your first employee?
Through a leading, local financial services firm.

Have you promoted an intern to employee status, and if so how many times have you done it?
No, not yet. We have had three interns to date.

Where have you turned to find capital to grow your company and which institutions have provided it?
Angel investors in Silicon Valley and Michigan. Some friends and family have invested, too.

What are some of the advantages to doing business here?
Finding talented and entrepreneurial employees is easy and we've been fortunate that they have stayed with us through the tough start-up phase of year one.

If you could change one thing about this region, what would it be?
The weather, but it makes me appreciate (tolerate) my long flights to Palo Alto.

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