GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.

Clients increasingly expect white-glove concierge services from their advisors.

Why entrust such a big-ticket financial item solely to the whims of a teenager?

Although 20 states in the U.S. currently allow the use of DAPTs, not all jurisdictions are created equal.