What it sells
AI-native platform for wealth managers
Business model breakdown
Buyer: who owns the budget?
UnverifiedWealth management firm leadership and advisors.
Workflow: what inputs become what output?
Captures every client signal, reconstructs the full household and automates advisor workflows under advisor validation.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Spring 2026 | — | Y Combinator | ycombinator.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.