卖什么
面向专业（遗产）规划的AI软件。
商业模式拆解
买家：谁掌握预算？
Advisory firms / wealth management leaders buying advisor seats.
触发点：什么让他们现在购买？
未核实Advisors need to deliver estate and tax planning at scale across their client base and differentiate from competitors.
工作流：什么输入变成什么输出？
Advisors generate estate documents, model tax and distribution scenarios, share via client portal, integrate with Salesforce, eMoney, Orion, Schwab.
经济账：省了什么，怎么收费？
Annual contracts priced per advisor seat with volume discounts; implementation and standard integrations included.
渠道：怎么接触到客户？
Demo-led plus integrations, webinars, content and case studies.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-05-20 | — | $65M | — | 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 2026-10-12.