What it sells
Tech-enabled wealth management firm offering financial planning, investments and tax-intelligent portfolios through advisors on its Intelligent Wealth Platform.
Business model breakdown
Buyer: who owns the budget?
UnverifiedAffluent US households and individual investors who sign advisory agreements; advisors themselves are recruited onto the platform.
Trigger: what makes them buy now?
UnverifiedWanting tax-optimized portfolio returns and access to private markets plus advice in one firm.
Workflow: what inputs become what output?
Advisor-led planning plus an execution engine handling tax-aware portfolio optimisation and daily administration.
Economics: what it saves and how it charges
UnverifiedAssumed advisory fee on assets under management, plus advisor recruitment of assets (site cites recruited assets); value claim is higher after-tax returns from tax-intelligent technology.
Distribution: how it reaches customers
UnverifiedRecruits advisors who bring client assets; advisor-led, 'Find an Advisor' flow.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-05-21 | Series D | $150M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-13.