SEI

Advisor Upside

Wealthtech Jump Raises $80M as AI Wealthtech Funding Surges

Photo via Jump

Venture capital and Wall Street stalwarts have poured heavily into advisor-focused AI platforms in recent months.

1 min read

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Advisor Upside

Vanguard, SEI Back $25M Funding Round in Wealth AI Startup Avantos

The funding news comes just over a week after Altruist launched a new tax planning tool, sending wealth management stocks tumbling.

2 min read

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