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New York based personalized investment platform for advisors raised $10m in Series A funding led by Portage.
“We believe in creating a new world of investing that makes the client the hero of their own story and empowers advisors to be an...…
New York City based digital wealth platform raised $30m in Series B funding led by Sageview Capital.
"We're doubling down on our mission to protect and grow our clients' wealth," said CEO Andres Garcia-Amaya.
New York based wealth management firm raised $72m in Series C funding led by CapitalG.
“We built Farther to enable advisors to focus on what truly matters: delivering value to their clients,” said CEO Taylor Matthews.
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...…
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