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Valence Technologies

2 viewers · 30d

Total raised

$7.7M

1 filing since 2025 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $7.7M
ROUNDS
1
INVESTORS
7
FOUNDED
2025
HQ
Bethlehem, PA
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
2

AI overview

Updated

Valence is an AI-native wealth management firm for high-net-worth families, launched publicly in June 2026 by former Goldman Sachs, Morgan Stanley and Fidelity technology leaders. It runs a vertically integrated platform built on a client-centric data model that pulls every account, asset, entity, document and decision in a family's financial life into a single picture, targeting households with roughly $5-30 million in investable assets. On top of that sits Salience, a layer of specialist AI agents that monitor markets, tax, estate questions and personal life events, decide what actually matters, and act. It raised a $7.725 million seed round led by FinTech Collective with Millennium Technology Value Partners, Treasury, Gilgamesh Ventures and Armyn Capital.

What sets it apart

Rather than selling software to advisors, Valence is the advisory firm itself, running an owned AI-native operating model and data layer instead of legacy backend dependencies, and orchestrating data across distributed custodians via API-first partners so clients do not have to consolidate assets.

Funding history

1 round
EquityOct 21, 2025
Form D/A
+$7.7M$7.7M total

Latest SEC filings

via EDGAR · CIK 0002094606
Form D/A · Oct 21, 2025View on EDGAR

Products

1 tracked

Valence

Wealth management platform

An integrated wealth management platform and advisory service combining a proprietary client-centric data model, the Salience agentic AI framework, and dedicated human advisors covering investment management, tax planning, estate planning, retirement income planning, liquidity management and family office accounting.

  • Client-centric data model unifying accounts, assets, entities, documents and decisions
  • Salience: specialist AI agents watching markets, tax, estate and life events and acting on what matters
  • Investment management and portfolio oversight
  • Tax, estate, trust and retirement income planning