financial advisor
If you have equity and are seeking liquidity, you are not alone. Getting liquidity for startup equity is an industrywide problem and has been for decades.
Uprise takes in a user’s full financial picture, including overlooked aspects like employer benefits, and offers recommendations on where to funnel money.
Caribou grabs $3M to remove the ‘unexpected’ from healthcare cost planning
The company helps advisors and their clients identify the right health plan and if you may need long-term care planning (spoiler, you probably will).
Alto raises $40 million to help individuals make tax-savvy investments in assets like crypto and artwork
Alternative investments are having a moment. Their popularity has surged over the last decade, with the asset class growing from just over $3 trillion in 2008 to more than $10…
American Express taps startup BodesWell for expansion into financial planning
American Express is branching out into financial planning, with a little help from a seven-person startup called BodesWell. This week, the credit card giant launched a pilot of its first…
Money Minx aims to build a ‘Personal Finance’ OS for the everyday investor
New regulations are making it easier to invest in alternative assets via crowdfunding, and the recent explosion of crypto and NFTs means that investors are more diversified than ever. Keeping…
Road trippers can rejoice as RVshare raises over $100 million to grow its RV rental business
As continentally confined Americans look for domestic vacation options that won’t expose them to too much risk of infection from the pandemic that’s still raging across the country, the RV…
LA gets a big SaaS exit as Fastly nabs the Culver City-based Signal Sciences for $775M
Los Angeles was always more than a one-industry town, even when it comes to technology startups, as media and entertainment (and social networking) were always the big draws in Tinseltown.…
In a sign of digital health’s rise, Livongo and Teladoc Health agree to $18.5 billion merger
In a sign of the growing importance and value of digital healthcare in the world of medicine, two of the industry’s publicly traded companies have agreed to a whopping $18.5…
Andreessen Horowitz, the storied venture capital firm with investments in Airbnb, Buzzfeed and Coinbase, has reportedly closed on $2.75 billion for two new funds.
In this week’s startups newsletter: What’s the deal with A16z? Why is Lyft’s stock sinking? And what’s ahead for the e-scooter industry?
Simply Wall St. raises $1.8 million from its own customers to build out investment advisory services
Financial services apps are all the rage these days and one of the latest to capitalize on the trend is Simply Wall St. which closed a $1.8 million round (2.4 million Australian…
LVH and 55 Capital raise $10 million to build investment solutions for financial advisors
LVH, the parent of 55 Capital, has raised $10 million in Series A funding to build out its technology platform for investors and further its financial research. Point72 Ventures, the…
