VastAdvisor
Austin, United States
◆ Total Raised
$1M
◆ Stage
seed
◆ Location
Austin, United States
◆ Founded
2025
◆ Team size
1-10
◆ Links
◆ About VastAdvisor
An AI platform that helps wealth management firms acquire clients by building organic growth infrastructure.
◆ What sets it apart
It replaces vendor-dependent, fragmented lead generation with a governed AI growth operating system that learns from a firm’s own data and includes compliance review before execution.
◆ Sectors
◆ Business
ModelSaaS
CustomerRegistered Investment Advisors (RIAs), wealth management firms, wealth enterprises, asset managers, and independent broker-dealers
◆ Notable
- Launched native CRM integrations with Salesforce, Microsoft Dynamics, and HubSpot
- Released product version v1.20
- Closed a $1 million SAFE round in August 2026
◆ Funding rounds
◆ Explore the market
◆ FAQ
What does VastAdvisor do?
An AI platform that helps wealth management firms acquire clients by building organic growth infrastructure.
Where is VastAdvisor based?
VastAdvisor is based in Austin, United States, founded in 2025.
How much has VastAdvisor raised?
VastAdvisor has raised $1M in tracked funding and is currently at the seed stage.
Who has invested in VastAdvisor?
Investors in VastAdvisor include fintech industry titans.