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The Venture Codex

Overview

Digital wealth management solutions for banks and financial institutions.

Total Raised

$13 M

Rounds

2

Links

Verticals

Finance
FinTech
Software
Wealth Management

Investment History

  1. Series B

    Jan 2024

    $8M

  2. Series A

    Jun 2021

    $5M

Team

Margaret Hartigan

Chief Executive Officer & Founder

Robert Stone

Chief Creative Officer and Co-Founder

Christopher LaVine

Chief Financial Officer / Chief Strategy Officer

Ben Fish

Software Developer