Operator of a portfolio management platform intended to automate investment management for financial advisors using arti
Asset Management📍 New York, NYFounded 2016
Current Valuation
$1.0B
as of 2021-Q2
UNICORN
Operator of a portfolio management platform intended to automate investment management for financial advisors using artificial intelligence.
Company Profile
Founded
2016
HQ
New York, NY
Employees
176
Total Raised
$126.5M
Last Round
Series C — $65M (May 2021)
IPO Status
private
Fundraising Status
Series C · $65M · 5y 3mo ago
privateTotal raised $126.5M
Secondary Market
Implied price / share
$1.12
Last round price / share
$6.22
vs last round
-82.0%
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2021-Q2. Refreshed quarterly.