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Charleston based financial advisor marketplace raised $9m in Seed funding led by Walkabout Ventures.
"The company intends to use the funds to grow its marketplace by accelerating customer acquisition, enhancing its AI-powered...…
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.
"Financial advisors and institutions trust the brand for its simplicity and world-class experience. It’s become an essential tool for...…
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...…
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