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United States · Fintech · Enterprise software
Provides a proprietary technology and turnkey asset management platform for registered investment advisors
| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series C | $42.5M | Apollo — Role not disclosedBlackRock — Role not disclosedGoldman Sachs — Role not disclosedJ.P. Morgan Asset Management — Role not disclosedKayne Anderson Capital Advisors — Role not disclosed |