Strong Revenue Growth:
Company statements indicate revenue rose significantly since early 2022, coinciding with an up round and continued product and integration rollouts. This suggests strong commercial traction aligned with an active roadmap.
Strategic Partnerships:
New and expanded integrations with Orion, AdvisorEngine, and Envestnet BillFin, plus collaborations with Hightower and Manulife John Hancock Retirement, are embedding the platform in advisor workflows. Such ties typically drive usage and stickiness across firms.
Investor Backing & Capital Strength:
A late‑2023 growth investment led by ICONIQ Growth followed prior financing and was characterized as an up round. This capital base supports scaling of product, hiring, and partnerships.
