WealthStack

Also, CAIS launches a "new trading experience," Choreo and Smartleaf team up on automated tax tools, Milemarker adds new features and more.

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding engineers.

In other news, AdviceTech.Live is next week, DriveWealth expands to Europe, Pontera integrates with Envestnet BillFin and UBS tokenizes.

The real value of IA emerges when it substantially improves operations, enabling organizations to launch better products, attract new customers and increase revenue.