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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.