Social engagement
Social engagement: 12.9K social following, 9 posts in the last 12 months — below the industry typical range.
Investor mix
14 investors on record; lead investors include Google Ventures, Anthos Capital.
| Investor type | Count | Share |
|---|---|---|
| Venture capital | 11 | 79% |
| Private equity | 1 | 7% |
| Other / undisclosed | 2 | 14% |
Recent activity
30 Jun 2026
Event
AI & WealthManagement.com webinar
29 Jun 2026
Event
Tax Planning That Actually Works: Streamlined Workflows for Busy Advisors
24 Jun 2026
Event
EstateCon