Vellum Financial

Private

San Francisco-based fintech building AI-driven wealth management for high-net-worth families. Live with 25 pilot family offices.

Founders James Chen

CEO James Chen

Company

Founded

2025

Headquarters

San Francisco, United States

Financials

Total Funding

$7M

Sectors

Fintech SaaS

vellumfinancial.com

Funding History

1 round

Seed Jul 29, 2026

$7M

ICONIQ Capital (Lead) Ribbit Capital Emergence Capital

Funding data is compiled from multiple independent sources including company announcements, press coverage, and regulatory filings. While we strive for accuracy, amounts and dates may reflect reported figures at time of announcement.