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United States · AI · Fintech · Enterprise software
Provides AI-powered features to reduce busywork for financial advisors and surface growth insights
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series B | $80M | Aaron Skonnard — Role not disclosedAllianz Life Ventures — Role not disclosedBattery Ventures — Role not disclosedCiti Ventures — Role not disclosedF-Prime — Role not disclosedHans Tung — Role not disclosedInsight Partners — Role not disclosedPelion Venture Partners — Role not disclosedPeterson Partners — Role not disclosedRyan Anderson — Role not disclosedSorenson Capital — Role not disclosedTIAA Ventures — Role not disclosed |