Farther Raises $150M in Series D Funding Led By General Atlantic Farther (Farther Finance), a New York-based intelligent wealth management platform, announced a $150 million Series D funding round.
Wealth.com Raises $65 Million In Series B Funding Round Wealth.com operates as the industry’s leading end to end AI platform that unifies estate and tax planning for financial...
FINNY Raises $17 Million In Series A Funding Led By Venrock FINNY, an AI powered platform designed to automate prospecting and marketing for financial advisors, secured $17 million in Series...
Eton Solutions Raises $58 Million To Accelerate AI-Powered Wealth Management The flagship product, AtlasFive®, is built to manage the financial complexities of wealthy families and institutions through a centralized...
Savvy Raises $72 Million To Give Financial Advisors AI Superpowers In Wealth Management Savvy’s approach to AI is grounded in augmenting human advisors rather than replacing them. The firm compares its AI...
Range Attracts $28 Million Investment To Expand Its AI WealthTech Platform Range is reshaping the wealth management industry with its AI-powered platform, offering users streamlined and personalized financial plan...
Altruist Sets New Standards In Wealth Management With $169M Series E Funding At the core of Altruist’s offer is a suite of technological enhancements designed to streamline the operations of RIAs....
Dispatch’s Innovative Approach To Wealth Tech Attracts $8M Funding Dispatch focuses on seamless integration and efficient data handling. This approach addresses a critical pain point in wealth management...