卖什么
Tech-enabled wealth management firm offering financial planning, investments and tax-intelligent portfolios through advisors on its Intelligent Wealth Platform.
商业模式拆解
买家：谁掌握预算？
未核实Affluent US households and individual investors who sign advisory agreements; advisors themselves are recruited onto the platform.
触发点：什么让他们现在购买？
未核实Wanting tax-optimized portfolio returns and access to private markets plus advice in one firm.
工作流：什么输入变成什么输出？
Advisor-led planning plus an execution engine handling tax-aware portfolio optimisation and daily administration.
经济账：省了什么，怎么收费？
未核实Assumed 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.
渠道：怎么接触到客户？
未核实Recruits advisors who bring client assets; advisor-led, 'Find an Advisor' flow.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-05-21 | D 轮 | $150M | — | news.google.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-13.