$15.0M
The financing round was led by Singular with participation from Shapers, Y Combinator, and Zeno Ventures.
"Behind every financial plan is a human story. Advisers and their teams quietly change lives, giving families confidence and peace of mind. Our job is to empower humans in the financial advice process. By doing the heavy-admin-lifting and making compliance much more reliable and less painful, we can help financial advice professionals offer their life-changing services to more people at a significantly lower cost,"