What it sells
AI software for specialized (estate) planning.
Business model breakdown
Buyer: who owns the budget?
Advisory firms / wealth management leaders buying advisor seats.
Trigger: what makes them buy now?
UnverifiedAdvisors need to deliver estate and tax planning at scale across their client base and differentiate from competitors.
Workflow: what inputs become what output?
Advisors generate estate documents, model tax and distribution scenarios, share via client portal, integrate with Salesforce, eMoney, Orion, Schwab.
Economics: what it saves and how it charges
Annual contracts priced per advisor seat with volume discounts; implementation and standard integrations included.
Distribution: how it reaches customers
Demo-led plus integrations, webinars, content and case studies.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-05-20 | — | $65M | — | 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.