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Provides AI-powered features to reduce busywork for financial advisors and surface growth insights
$80MSeries B
Role not disclosedTV
TIAA Ventures
Activity from announced rounds
Activity in this selectionFintech
- Rounds participated in
- 3
- Confirmed lead rounds
- — 3 roles undisclosed
- New companies
- 3 First participation on record · 0 follow-on
- Funding in participating rounds
- $540M 3 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
3 in this selectionVestwell
Provides infrastructure platform powering America's modern savings economy
$385MSeries E
Role not disclosedBretton AI
Provides AI agents for financial crime operations in regulated financial institutions
$75MSeries B
Role not disclosed