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United States · Fintech · AI · Enterprise software
AI-native wealth management platform helping financial advisors optimize client outcomes and grow their business
| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series D | $150M | Bessemer Venture Partners — Role not disclosedCapitalG — Role not disclosedCota Capital — Role not disclosedGeneral Atlantic — Role not disclosedMassMutual Ventures — Role not disclosed |