Voyant
Date | Investors | Amount | Round |
---|---|---|---|
- | N/A | - | |
$15.0m | Late VC | ||
N/A | Acquisition | ||
$145m Valuation: $145m | Acquisition | ||
Total Funding | CAD20.5m |
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EditVoyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile web device, our solution provides a holistic approach including retirement, cash flow, investments, legacy, college, insurance, estate & inheritance, taxes and more. With Voyant, advisers and clients can interactively plan and adapt to real life events, before, during, after they happen and helps answer every “what-if” scenario.
Today, more than 2,000 financial and human capital management firms around the world including Lloyds Bank, Aon Hewitt, AXA, St. James Place Wealth Management, Bellpenny and others use Voyant to differentiate their financial planning and wealth management services. Combined, our customers use Voyant to manage over $70 billion dollars in total client investments.
Founded in 2006, Voyant is privately held company headquartered in Austin, TX. Voyant UK, established in 2008, is a wholly owned subsidiary based in London that provides innovative financial products and services to customers across the United Kingdom and Europe.