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independent financial advisors

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Coverage Timeline

2024-12-27
New York Times 1 related

OpenAI says its non-profit arm would receive shares in the new public benefit corporation at a valuation determined by independent financial advisors

OpenAI said it will be restructured as a public benefit corporation, and the nonprofit that controls the organization would receive shares in the new company.

2021-05-19
TechCrunch 3 related

Vise, which offers an AI-powered investment management service for independent financial advisors, raises $65M Series C at a $1B+ post-money valuation

Jordan Crook / TechCrunch : Tweets: @samir_vasavada and @disruptepreneur Tweets: Samir Vasavada / @samir_vasavada : ⅓ Exciting news from @viseinc - we closed a $65M Series C at a $1B+ Valuation. This...

2020-11-22
FinSMEs 3 related

CAIS, an alternative investment service that also offers an AI-powered training system for independent financial advisors, raises $50M Series B from Eldridge

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