Truelytics
Tracked across 1 events · 6 articles · First seen Aug 17, 2026 · Last active Aug 21, 2026
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VastAdvisor, an AI-powered organic growth platform for wealth management firms, announced the close of a $1 million SAFE funding round. The round was led by Dani Fava, chief strategy officer at Carson Group, Elton Pereira,…
Impact: Truelytics is mentioned as the former company of several VastAdvisor leaders, including Jeremi Karnell and Eli Gassert. Its acquisition by Envestnet adds credibility to the team.
Aug 17, 2026 · 6 articles
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