Fundraising FoxValence
4 known investors
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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 · 4
How we know: FinTech Collective's portfolio page · Not right? Tell us
How we know: funding news · finance.yahoo.com · Not right? Tell us
How we know: press coverage · Not right? Tell us
How we know: press coverage · Not right? Tell us
Funding
SEC filings, press & company announcements$50M disclosed across 1 of 2 rounds · 2022–2025
- $50MSeries BSep 2025 · 2 sources
Bessemer Venture Partners (lead)
Source ↗ - Undisclosed amountSeries AMay 2022Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
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, Differential Ventures, WillowTree Ventures.
- How much funding has Valence raised?
- Valence has disclosed $50M raised across 1 of its 2 known rounds.