US · ai · fintech · wealth management
One round we have observed, with the investors the report named. Every figure below came from a named source, and where the company reported the raise to the SEC itself, that is shown beside it.
Series D · May 2026 · $150M
General Atlantic lead, Bessemer Venture Partners, CapitalG, MassMutual Ventures, Cota Capital
Reported by TechStartups and 2 others · SEC filing: $146M sold under the offering
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