Fundz

Vyzer Secures $6.3 Million In Seed Funding To Transform Wealth Management With Ai

PRIVATEOct 04, 2023

Amount Raised

$6.3 Million

Round Type

Seed

New YorkFinancial ServicesSoftwareFintechSaaS

Investors

Rafi GidronJonathan KolberMoneta VCGuy GamzuI Angels

Description

Vyzer, an innovative digital wealth management platform, has successfully raised a Seed round of $6.3 million from leading VCs, angel investors, and family offices including iAngels, Guy Gamzu, MonetaVC, Jonathan Kolber and Rafi Gidron. Leveraging AI technology, Vyzer transforms data into potent wealth-building strategies and grants investors access to a unified portfolio view. This comprehensive offering encompasses financial analysis, advanced planning, tracking, automated data management, insightful analytics, peer benchmarking, and forecasting, which are all seamlessly accessible through a single holistic dashboard.

Who else raised in Financial Services and Fintech around the same time

Companies in the same sectors as Vyzer that raised within 45 days of this round, from Fundz verified event records.

  • Cobre raised $13M (Funding Round) on October 5, 2023.
  • Translucent raised $6.3M (Seed) on August 23, 2023.
  • QI Tech raised $200M (Funding Round) on October 31, 2023.
  • Streamex Corp. raised $861K (Seed) on October 12, 2023.
  • Stampli raised $61M (Funding Round) on October 3, 2023.
  • Beeline Holdings raised $6.5M on September 29, 2023.

Who to call at Vyzer, and when

A new round usually means Vyzer is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Vyzer raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Vyzer, from your own LinkedIn network

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Company Information

Company

Vyzer

Location

New York, United States

About

Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management. What We Offer: Vyzer is a digital-first, holistic platform designed to simplify and optimize your wealth journey. We provide comprehensive tracking for traditional and alternative investments, advanced financial planning tools, data-driven insights, document analysis, and more! Key Features: -Comprehensive Financial Dashboard: Manage and grow your wealth seamlessly. -Financial Clarity: Get a 360-degree view of your financial landscape. -Automated Investment Tracking: Effortlessly monitor your portfolio. -Cash Flow Planning: Benefit from data-driven projections for informed decisions. The Vyzer Advantage: Choosing Vyzer empowers you to make the best financial decisions, backed by reliable data and a community of informed investors.

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Vyzer raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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