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New York based prospecting system for wealth financial advisers raised $4.3m in new funding led by Maple VC.
Finny leverages generative AI to source publicly available data that indicate whether someone might be in the market for a financial...…
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...
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