The all-in-one, AI-powered platform built to transform wealth management for RIAs.
The all-in-one, AI-powered platform built to transform wealth management for RIAs.
Headquarters: Chicago, Illinois
Founded: 2024
Stage / Funding: Pre-Seed; $1.1M total disclosed
Employees: ~8
Product: AI-native, all-in-one OS for independent financial advisors
Wealth management / tools for independent financial advisors (RIAs)
2024
Fintech
1100000.00 USD
Multiple pre-seed rounds are recorded in public profiles; aggregate and per-round public details are limited.
“Backed by Fenway Summer Ventures”