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Seattle based investing advisory marketplace raised $1.2m in new funding led by Rocketship and Visse Capital.
The company aims to give everyday investors access to strategies traditionally used by hedge funds and ultra-wealthy clients. Plutus acts...…
San Diego based wealth management payment workflow platform raised $10m in Seed funding led by Aquiline.
"Atomic was born from seeing first-hand how much time RIAs and family offices lose to manual, error-prone payment workflows," said CEO...…
NYC based AI money manager raised $15m in pre-Seed funding led by Y-Combinator's Alumni Fund.
Together, KPMG and CapIntel will support the setup, execution, and launch of transformational change programs and solutions, helping...
Sacramento based startup focused on turning 401(k) balances into retirement paychecks raised $19m in Series A funding led by Rebalance...
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