Valence (Financial Software) Overview

  • Year Founded
  • 2026

Year Founded

  • Status
  • Private

  • Employees
  • 11

Employees

  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $7.72M

  • Investors
  • 6

Valence (Financial Software) General Information

Description

Provider of wealth management services intended to manage complex financial lives. The company utilizes a proprietary artificial intelligence-native operating model and open architecture, enabling clients to receive coordinated oversight of tax planning, trusts, estates, insurance, private investments, and philanthropy.

Contact Information

Website
www.valence.financial
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • New York, NY
  • United States
Primary Industry
Financial Software
Other Industries
Asset Management
Vertical(s)
Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • New York, NY
  • United States

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Valence (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Seed Round 22-Jun-2026 $7.72M Completed Generating Revenue
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Valence (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Valence (Financial Software) Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds
Armyn Capital Venture Capital Minority
FinTech Collective Venture Capital Minority
Gilgamesh Ventures Venture Capital Minority
Millennium Technology Value Partners Venture Capital Minority
SilverCircle Venture Capital Minority
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Valence (Financial Software) FAQs

  • When was Valence (Financial Software) founded?

    Valence (Financial Software) was founded in 2026.

  • Where is Valence (Financial Software) headquartered?

    Valence (Financial Software) is headquartered in New York, NY.

  • What is the size of Valence (Financial Software)?

    Valence (Financial Software) has 11 total employees.

  • What industry is Valence (Financial Software) in?

    Valence (Financial Software)’s primary industry is Financial Software.

  • Is Valence (Financial Software) a private or public company?

    Valence (Financial Software) is a Private company.

  • What is Valence (Financial Software)’s current revenue?

    The current revenue for Valence (Financial Software) is .

  • How much funding has Valence (Financial Software) raised over time?

    Valence (Financial Software) has raised $7.72M.

  • Who are Valence (Financial Software)’s investors?

    Armyn Capital, FinTech Collective, Gilgamesh Ventures, Millennium Technology Value Partners, and SilverCircle are 5 of 6 investors who have invested in Valence (Financial Software).

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