.jpg){kind=avatar}
Arizona based estate planning platform raised $65m in Series B funding led by Charles Schwab.
"The latest funding round, which includes commitments from many repeat and first-time investors, will fund product development, acquisitions, and geographic expansion."
https://www.barrons.com/advisor/articles/schwab-wealth-com-funding-round-ai-c686eb5d
More posts by Kate Wang
Recent posts from News by FinTech Collective