Virginia based AI WealthTech platform raised $12m in Series A funding led by Gradient Ventures.
"In one case a customer asked an advisor how President Biden's 2024 budget proposal might impact them. The AI was able to synthesize what it knew about the client—single, high earner, not a homeowner, no student loans—and parse hundreds of pages of White House statements and press reports in order to produce tips on how to best navigate new policy changes."