Verse Fintech AI

Private

NYC-based fintech building AI-native retirement planning platform for RIAs and TAMPs.

Founders Michael Chen

CEO Michael Chen

Company

Founded

2022

Headquarters

New York, United States

Financials

Total Funding

$90M

Sectors

Fintech SaaS

versefintech.com

Funding History

3 rounds

Series B Aug 27, 2026

$58M

ICONIQ Growth (Lead) Ribbit Capital Bessemer Venture Partners

Series A Dec 20, 2024

$25M

Ribbit Capital (Lead) Bessemer Venture Partners ICONIQ Capital

Seed Jun 5, 2023

$7M

Ribbit Capital (Lead) Bessemer Venture Partners

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.