Portage Ventures — 2020 Investments

1 investments dated 2020 · listed companies and verified rows first · show all

Conquest Planningconquestplanning.com in 𝕏Seed · Feb 2020 · $3M

Lydia is an AI behavioral coaching agent designed for financial advisors, integrated into the Conquest planning platform to help advisors deliver advice with greater empathy and client outcomes.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsCanapi Ventures Fidelity International Strategic Ventures

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.