Arca, an AI native wealth management startup, secured a $48.5 million Series A funding round led by General Catalyst to develop an agentic platform that pairs human financial advisors with purpose built AI infrastructure to automate operations and personalize client services.
Sherpas Wealth, an emerging player in the AI driven wealth management space, recently closed a $3.2 million seed funding round.
New York-based Nevis Wealth Technology Ltd. emerged as a compelling entrant in the wealth management technology landscape.
Tilt, developed by Agora Intelligence Inc., recently closed a $7.1 million seed funding round, aimed at scaling its AI-powered direct indexing platform for personalized wealth management.
Zoe’s offering goes beyond basic fintech tools. It integrates outsourced business development and operations support into one digital platf...
Questis, Questal’s flagship platform, simplifies money management by offering AI-generated insights combined with certified financial coac...
