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Vertical SaaS for Investment Advisors1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
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Vertical SaaS for Investment Advisors
We provide an end-to-end vertical SaaS platform for advisors to launch and grow independent advisory businesses. Our zapier-like automation engine helps streamline financial planning workflows to make advisory businesses run efficiently.
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Miguel Fernando
Avatar for Miguel Fernando
Valuation

$0

Funded over

2 rounds

Latest round

Seed (Oct 2022)

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