VastAdvisor
Austin, United States
◆ Total Raised
$1M
◆ Stage
seed
◆ Location
Austin, United States
◆ Founded
2026
◆ 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 rented lead-gen and fragmented marketing tools with a governed AI system that learns from firm data and compounds organic growth.
◆ Sectors
◆ Business
ModelSaaS
CustomerRIAs, broker-dealers, aggregators, asset managers, and enterprise wealth management firms
◆ Notable
- Raised a $1 million seed/SAFE round in August 2026
- Launched native CRM integrations with Salesforce, Microsoft Dynamics, and HubSpot
- Headquartered in Austin, Texas
◆ 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 2026.
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 Dani Fava, Jason Pereira and Sally George.