On March 22, 2024, Students of Wealth, Inc. closed the transaction. The company has amended the terms of the transaction. The company has received $9,600,000 in its fourth and final tranche, bringing the total funds raised in the transaction to $33,676,890.6714.

The final tranche was co-led by new investors, an affiliate of Edward Jones and MM Catalyst Fund, a fund managed by MassMutual Ventures LLC, and included participation from new investors, Reseda Group LLC, InTouch Credit Union, Fiserv, Inc., Seae Ventures, LLC, Webster Bank, N.A., New York City Investment Fund Manager, Inc., and The Astia Fund, a fund managed by returning investor, Astia, Inc.