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Provides AI-powered features to reduce busywork for financial advisors and surface growth insights
$80MSeries B
Role not disclosedIP
Insight Partners
Activity from announced rounds
Activity in this selectionUnited States · Feb 28, 2026 · Feb 1, 2026
Insight Partners invests in software companies from early stages through growth and later-stage expansion, with an operating team focused on the work of scaling a software business.
Its Onsite team provides specialist support in hiring, marketing, product, acquisitions and international expansion. Founders can work with operators on questions such as building a sales organisation, recruiting leadership and improving growth efficiency.
Insight’s model is particularly relevant when a company is turning product-market fit into a repeatable business. Its investment platform can address both the capital needed for expansion and the organisational changes that accompany it.
Sources
- Rounds participated in
- 2
- Confirmed lead rounds
- — 2 roles undisclosed
- New companies
- 2 First participation on record · 0 follow-on
- Funding in participating rounds
- $101M 2 disclosed · full round size, not this investor’s share