Overview
AI platform extracting client meeting information and managing workflows for financial advisers
Funding
Amounts as reported; USD estimates shown only when they matchListed 1 funding record. Latest funding: $13.8M (Series A), Mar 6, 2025.
| Date | Amount | Investors | Sources |
|---|---|---|---|
| Mar 6, 2025 | $13.8M · Series A | 14Peaks Capital, Entrée Capital, Expanse Venture Partners, Lightspeed Venture Partners, Motive Ventures | 1 source Source ↗ |
Evidence No source brief is attached to this record. Sources · 1
14Peaks Capital, Entrée Capital, Expanse Venture Partners, Lightspeed Venture Partners, Motive Ventures | |||
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Valuation
Amounts as reported; USD estimates shown only when they matchListed 1 valuation record.
No chartable valuation estimates yet.
1 listed record lack a clear date or positive USD estimate for the chart.
| Date | Amount | Investors | Sources |
|---|---|---|---|
| Mar 6, 2025 | — · Series A | 14Peaks Capital, Entrée Capital, Expanse Venture Partners, Lightspeed Venture Partners, Motive Ventures | 1 source Source ↗ |
Evidence No source brief is attached to this record. Sources · 1
14Peaks Capital, Entrée Capital, Expanse Venture Partners, Lightspeed Venture Partners, Motive Ventures | |||
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.
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Team, products & investors
Sources · 0Sources & provenance
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Original source text
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面向财务顾问的AI客户会议信息提取及工作流平台