Funding Events for Vertical: Wealth Management
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| Company Name | Funding Type | Date Awarded | Vertical |
|---|---|---|---|
| WealthOS | Seed | December 01, 2023 | Wealth Management |
| Sidekick | Seed Round and Debt Facility | June 14, 2024 | Wealth Management |
| Ramify | Series A | June 18, 2024 | Wealth Management |
| Savvy Wealth | Equity | August 07, 2024 | Wealth Management |
| Alinea Invest | Series A | May 17, 2025 | Wealth Management |
| Prosper | Series A | January 31, 2025 | Wealth Management |