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San Francisco based AI-driven financial advisory platform raised $2m in Seed funding led by Morado Ventures and New Enterprise Associates.
PortfolioPilot.com is a next generation financial advisor that empowers individuals to take control of their finances. With over 22,000...…
Philadelphia based engagement platform for financial advisers raised $1.5m in Seed funding from angel investors.
At RISR, we are hyper-focused on helping advisors better serve business owners. Sixty-five percent of them don’t have an advisor, and...…
Portfolio company Artivest has developed a partnership with EJF Capital, a global alternative asset management firm with $7.3 billion in...
New York based online financial advisor and analytics website SmartAsset has raised $12m in Series B funding led by IA Capital Group. The...
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