Valence
2 known investors
Find your way into Valence
Valence is a wealth management firm building an integrated, client-centric platform that connects a family's accounts, assets, entities, documents, and decisions, using AI agents to monitor markets, tax, estate, and life events. It serves families with complex financial lives, combining human advisors with AI-driven oversight.
Investors · 2
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Frequently asked questions
- What does Valence do?
- Valence is a wealth management firm building an integrated, client-centric platform that connects a family's accounts, assets, entities, documents, and decisions, using AI agents to monitor markets, tax, estate, and life events. It serves families with complex financial lives, combining human advisors with AI-driven oversight.
- Who are Valence's investors?
- Valence's investors include FinTech Collective, Bessemer Venture Partners.

