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Provides AI-powered features to reduce busywork for financial advisors and surface growth insights
$80MSeries B
Role not disclosedPP
Peterson Partners
Activity from announced rounds
Activity in this selectionarcus-south-east-asia-7210cbdf
- Rounds participated in
- 1
- Confirmed lead rounds
- — 1 roles undisclosed
- New companies
- 1 First participation on record · 0 follow-on
- Funding in participating rounds
- $80M 1 disclosed · full round size, not this investor’s share