600 Montgomery Street, 19th Floor, San Francisco, CA, 94111, United States
AI-driven financial management platform for accessible asset management.
Total Raised
$9 M
Rounds
2
Links
Verticals
Seed
Feb 2025
$6M
Nov 2023
$3M
Bonnie Barrilleaux
Data Scientist (Fractional)
Alex Norcliffe
CEO & Co-Founder
Jonnie Hallman
Principal Design Engineer
