Developer of an AI financial planning platform designed for personalized wealth advice at scale. The company's platform helps traditional advisory firms, banks, and fintech improve conversion and incr...

Information Technology
New York, NY, United States
Founded 2022
14 employees
Website
Valuation
$0
Share Price
N/A
Total Raised
$15.5M
Last Round
N/A
Investors
+4 other investors
View all 4 investors
Valuation History
0 funding rounds on record
Cap Table
Ownership structure
Market Activity
Secondary transactions

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