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Developer of a wealth management platform designed to support personalized financial planning through advisor collaboration. The company's platform offers a wide range of financial planning services, including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, and net worth tracking, enabling clients to manage finances with clarity and organization.


Allianz Life Ventures, Industry Ventures, Vamsi Yadlapati, Ryan Smith, Position Ventures, Brewer Lane Ventures, Jordan Park Group, A*, The House Fund, Vestigo Ventures.