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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...…
Brooklyn based family finance app raised $9.6m in Series A funding led by Edward Jonesand MassMutual.
"This funding will empower us to enhance our B2B offerings and forge stronger partnerships with credit unions, banks, and wealth...…
Ireland based provider of B2B sales performance and planning software raised $3m in Seed funding led by Elkstone Ventures.
“Lative connects top-down revenue plans to bottom-up performance and costs in real time so that you can focus on making the right...…
Chicago based revenue enablement company raised $80m in growth funding led by BIP Ventures.
"Mediafly's platform allows business leaders to consolidate their enablement tools by uniting content management, digital sales rooms,...…
SF based financial planning app raised $1.4m in pre-seed funding from Contrary Capital, Hustle Fund, and others.
One of the coolest things is we’ve been able to find $1.5 million per plan to add to each customer’s lifetime net worth. Basically,...…
New York based financial planning and analysis startup raised $30m in Series B funding led by Battery Ventures.
“We view Cube as a shield during times that are less stable, like now, where suddenly this world of limitless capital has been replaced...…
Atlanta based debit card and financial platform kids has raised $54m in Series B funding led by Drive Capital with participation from JP...
Toronto based financial planning and analysis software startup has raised $115m from JMI and Centana Growth Partners.
“JMI invests in companies with proven business models and clear potential for accelerated growth; on all counts, Vena hit the mark,”...…
London based financial management chatbot Cleo has raised £2m in Series Seed funding led by LocalGlobe. Cleo is described as a digital...
Australia based financial planning and advisory app Investfit has received $1.5m in Series A funding led by Sapien Ventures. Investfit...
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