8/8/2024 3:48:19 PM PortfolioPilot raises $2m in Seed funding By Felipe Aranha San Francisco based AI-driven financial advisory platform raised $2m in Seed funding led by Morado Ventures and New Enterprise Associates.
6/26/2024 8:31:24 PM RISR raises $1.5m in Seed funding By Felipe Aranha Philadelphia based engagement platform for financial advisers raised $1.5m in Seed funding from angel investors.
6/14/2019 2:48:31 PM EJF Capital selects Artivest as Gateway to the Financial Advisor Market for Opportunity Zone Solution By Carlos Alonso Torras Portfolio company Artivest has developed a partnership with EJF Capital, a global alternative asset management firm with $7.3 billion in...
9/9/2016 6:24:09 PM SmartAsset secures $12 Million Series B By FinTech Collective New York based online financial advisor and analytics website SmartAsset has raised $12m in Series B funding led by IA Capital Group. The...