About
Faye, founded in 2023 in San Francisco, provides AI-powered financial planning and estate advisory tools, connecting families with licensed financial advisors.
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Founders / core team
Investors
Funding history
- 2025-05Pre-Seed$3M
Investors · Unusual Ventures
Source · SVTR Weekly #103
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- Faye
Faye, founded in 2023 in San Francisco, provides AI-powered financial planning and estate advisory tools, connecting families with licensed financial advisors.
Pre-Seed · $3M · 2025-05
$3M
United States
BusinessLatest roundTotal raisedDate- Iris Finance
Iris Finance, founded in 2024 in Chicago, Illinois, provides an AI-driven financial planning and analysis platform for consumer packaged goods (CPG) brands.
Seed · $6M · 2025-09
$6M - Alphathena
Alphathena, founded in 2020 in Warrenville, Illinois, provides AI-driven solutions for financial advisors and wealth managers. Its product is an AI-enhanced SaaS platform for personalization and direct indexing, serving financial advisors, wealth managers, and fintech platforms.
Undisclosed · $4M · 2024-01
$4M - Savvy Wealth
Founded in 2021 in New York, Savvy Wealth provides financial advisors with an AI-driven platform covering CRM, digital onboarding, and investment management, with over $700 million in client assets under management.
Series C · $200M · 2026-09 · Valuation $600M
$200MValuation $600M
Europe
BusinessLatest roundTotal raisedDate- Matters
Matters is a Stockholm-based AI-native personal finance and consumer banking platform with a flat monthly subscription and a built-in AI financial advisor, returning interchange and FX revenue to users as cashback.
Pre-Seed · $5M · 2026-10
$5M - Tracelight
Tracelight, founded in 2023 in London, develops AI-powered financial modeling tools that automatically generate forecasts, valuations, and scenario analyses from enterprise data.
Seed · $4M · 2025-08
$4M - Clove
Clove, founded in 2025 in London, UK, delivers AI-assisted financial advice through human advisors.
Pre-Seed · $14M · 2025-10
$14M
Other / unspecified
BusinessLatest roundTotal raisedDate- Conquest Planning
Conquest Planning, founded in 2018 in Winnipeg, Canada, provides an AI-driven personalized financial planning platform for financial advisors, banks, brokerages, telecoms, insurers, and pension providers.
Series B · $80M · 2025-06
$80M - Glide
Glide is a Korean retirement-planning platform operated by Korea Retirement Pension Data Co. (founded November 2023, Seoul). It consolidates DC, IRP and pension-savings accounts across institutions, offers AI portfolio diagnostics and tax-aware withdrawal simulations, and provides the AI-based GLIDE FP tool for financial planners, targeting workers underserved by Korea's fragmented pension system.
— - Arca
Arca is an AI-native wealth management platform founded by former Plaid Head of Product Rron Rexha, which emerged from stealth in 2024. It combines financial advisors with AI and manages over $1 billion in client assets.
Series A · $64M · 2026-06
$64M
Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
Investors that may fit
Y Combinator
46 Fintech deals in the last 24 months · 32 at a nearby stage · 43 in Silicon Valley
Request intro →Andreessen Horowitz
31 Fintech deals in the last 24 months · 13 at a nearby stage · 28 in Silicon Valley
Request intro →General Catalyst
26 Fintech deals in the last 24 months · 11 at a nearby stage · 20 in Silicon Valley
Request intro →Lightspeed
18 Fintech deals in the last 24 months · 7 at a nearby stage · 15 in Silicon Valley
Request intro →Sequoia Capital
16 Fintech deals in the last 24 months · 5 at a nearby stage · 15 in Silicon Valley
Request intro →Index Ventures
15 Fintech deals in the last 24 months · 5 at a nearby stage · 12 in Silicon Valley
Request intro →Ranked by each firm’s deals in this sector over the last 24 months, weighted by nearby stage and shared geography. Indicative only — no rating judgment.