What it sells
AI-native fintech.
Business model breakdown
Buyer: who owns the budget?
UnverifiedCOO, operations and technology heads at asset managers, wealth firms and RIAs.
Trigger: what makes them buy now?
UnverifiedFragmented portfolio, trading, compliance, reconciliation and accounting systems; daily reconciliation breaks.
Workflow: what inputs become what output?
Replaces multiple legacy programs; customers cite 3-4 hours saved daily on reconciliation and 10 programs combined into one.
Economics: what it saves and how it charges
UnverifiedEnterprise SaaS system of record with CSM-led onboarding and support tiers; pricing via demo.
Distribution: how it reaches customers
Demo-led (Request a Demo).
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-09-16 | Series E | $250M | — | 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 2026-10-12.