// OVERVIEW
AI-native wealth-advisory platform that automates advisor preparation and administration while retaining human relationships.
// RECENT MENTIONS
// SIGNALS
2 SIGNALS
01
funding·T1 Scout·OCTOBER 18, 2026
Source→02
funding·PostRound·JUNE 29, 2026
“$48.5M raise from General Catalyst; AI-native wealth management platform with advisor-led financial advice.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.