VastAdvisor Secures $1 Million SAFE Round to Speed AI Wealth Platform Growth

2 articles · Updated · FinTech Global · Aug 18

$1 million in SAFE funding gives VastAdvisor fresh capital to accelerate product development and expand its go-to-market push for AI-driven wealth management growth tools.
Dani Fava of Carson Group, Jason Pereira of Woodgate Financial and Sally George of Convergency Partners led the round, adding backing from senior fintech executives as the company scales.
Since debuting at Future Proof Citywide earlier this year, VastAdvisor has started forming enterprise partnerships and is targeting RIAs, broker-dealers and wealth platforms.
Its pitch centers on organic growth infrastructure—using firm-specific AI for audience intelligence, campaign orchestration, compliance automation and performance optimization to cut acquisition costs and reduce reliance on referrals and lead brokers.