Charleston based financial advisor marketplace raised $9m in Seed funding led by Walkabout Ventures.  

New York based provider of private markets tech platform for financial advisors raised $820m in new funding ned by T. Rowe Price and...

San Diego based digital estate planning company raised $25m in Series C funding led by Moderne Ventures.

New York based prospecting system for wealth financial advisers raised $4.3m in new funding led by Maple VC.

New York based AI assistant for financial advisors raised $3m in Seed funding led by Leo Capital.

New Jersey based financial advisor data transparency startup raised $1.8m in Seed funding led by undisclosed investors.

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.