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Provides AI-powered features to reduce busywork for financial advisors and surface growth insights
$80MSeries B
Role not disclosedCV
Citi Ventures
Activity from announced rounds
Activity in this selectionFeb 28, 2026 · Feb 1, 2026
- Rounds participated in
- 2
- Confirmed lead rounds
- — 2 roles undisclosed
- New companies
- 2 First participation on record · 0 follow-on
- Funding in participating rounds
- $104.5M 2 disclosed · full round size, not this investor’s share