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New York based financial automation platform raised $2.1m in pre Seed funding led by Grand Ventures.
"Our AI analyzes your goals, habits, and blind spots to build accurate plans that grow your financial future, and then puts them into...…
New York based provider of planning and analysis automation for finance teams raised $29m in Series B funding led by Khosla Ventures.
“Finance teams spend too much time pulling data from different systems and double-checking numbers that should be at their fingertips,”...…
New York based financial planning platform raised $11m in Seed funding led by Viola Fintech.
“The future of wealth management isn’t about replacing advisors, it's about amplifying them,” said CEO Royi Markowitz.
Winnipeg based financial planning platform raised $80m in Series B funding led by Goldman Sachs.
“The era of inefficient and inaccurate trial-and-error-based financial planning is over,” said CEO Dr. Mark Evans.
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...…
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