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Highlights

Total Raised
1 rounds
Latest Round
$150
Jul 21, 2026
Stage
deep-tech
Employees
Headquarters
News Coverage
1 articles
Last: 2mo ago
Talent Signals
SEC Filings

Backers

General Atlantic

Funding History

$150
2026
Series D
SEC Form D   Editorial
Jul 21, 2026
$150 millionSeries D · Editorial

Investors: General Atlantic

Wealth management platform founded in 2019 raised $150 million Series D round at $1.25 billion valuation.

News Coverage 1

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