Vestorly raising more money! expect to see many more B2B2C models popping up to help the intermediary step up its productivity and value add
Vestorly, a company whose platform allows advisers to sift through content to share with clients, is using the $4.1 million in fundraising it recently secured to implement artificial intelligence technology to its services. With this type of AI technology, algorithms will assist advisers in curating content relevant to their clients, helping advisers save six hours a week in work hours, said Justin Wisz, co-founder and chief executive of Vestorly.
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