Overview
AI-assisted family wealth planning and financial advisory services.
Funding
Amounts as reported; USD estimates shown only when they matchListed 2 funding records. Latest funding: $60M (Series C), Nov 29, 2025.
| Date | Amount | Investors | Sources |
|---|---|---|---|
| Nov 29, 2025 | $60M · Series C | Scale Venture Partners | No source link |
Evidence No source brief is attached to this record. Sources · 0
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| Nov 26, 2024 | $28M · Series B | Gradient Ventures, 凯辉基金 | No source link |
Evidence No source brief is attached to this record. Sources · 0
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Valuation
Amounts as reported; USD estimates shown only when they matchListed 2 valuation records.
No chartable valuation estimates yet.
2 listed records lack a clear date or positive USD estimate for the chart.
| Date | Amount | Investors | Sources |
|---|---|---|---|
| Nov 29, 2025 | — · Series C | Scale Venture Partners | No source link |
Evidence No source brief is attached to this record. Sources · 0
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| Nov 26, 2024 | — · Series B | Gradient Ventures, 凯辉基金 | No source link |
Evidence No source brief is attached to this record. Sources · 0
| |||
Select ▸ on a row to see its source brief and links.
Revenue
Amounts as reported; USD estimates shown only when they matchNo revenue records are listed yet.
No revenue rows to list.
Team, products & investors
Sources · 0Sources & provenance
English text is maintained separately from the original record. Consult the original source before citing a fact.
No source links are available for this profile.
Original source text
Names may use phonetic renderings when no English name is supplied. The original wording is retained below.
AI辅助家庭财富规划与金融咨询服务