Tag ~financial advisor

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Alto raises 40 million to help individuals make taxsavvy investments in assets like crypto and artwork

Employees can count on Addition Wealth for free holistic financial planning services

Motif and Goldman Sachs launch new cobranded indices for better performing ETFs

Sequoia dramatically revamps its fund structure as it looks to rethink venture capital model

American Express taps startup BodesWell for expansion into financial planning

Datadriven fintech Tifin valued at 842M in new 109M Series D round

Planning to use your startup equity as collateral Good luck

Negotiate for better stock in equityfunded acquisitions

Money Minx aims to build a Personal Finance OS for the everyday investor

Motif Investments and Goldman Sachs launch new cobranded indexes for better performing ETFs

LA gets a big SAAS exit as Fastly nabs the Culver Citybased Signal Sciences for 775M

In a sign of digital healths rise Livongo and Teladoc Health agree to 185 billion merger

Caribou grabs 3M to remove the unexpected from healthcare cost planning

Startups Weekly: US companies raised 30B in Q1 2019

Uprise banks 14M to be a family office for Gen Z

SEC slaps startups Wealthfront and Hedgeable with fines for making false disclosures

Raising Capital for Your Startup: Top Legal Considerations to Know

Grove just raised 8 million to make traditional financial planning affordable to pretty much everyone

Motif and Goldman Sachs launch new cobranded indexes for better performing ETFs