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New York based AI assistant for financial advisors raised $3m in Seed funding led by Leo Capital.
“Zeplyn enhances our ability to deliver personalization at scale by providing a time dividend advisors can reinvest in client service and...…
New Jersey based financial advisor data transparency startup raised $1.8m in Seed funding led by undisclosed investors.
“Trust, transparency, and the transactional nature of the financial services industry are the challenges that AdvisorCheck was built to...…
CapIntel springboards off of its success in Canada to significantly expand throughout the US, especially as financial advisors are facing...
New York based retirement account management platform for financial advisors raised $80m in growth funding led by Lightspeed Venture...
New York City based marketplace for financial advisors raised $110m in Series D funding led by TTV Capital.
“Our mission is to help people get better financial advice, ... With this additional capital we are going to make further investments in...…
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