VastAdvisor Raises $1 Million for AI Wealth Management Growth Platform

VastAdvisor announced in a press release that it closed a $1 million SAFE round to support its product roadmap and go to market work. The round was led by Dani Fava of Carson Group, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners.

VastAdvisor describes its product as an AI powered Organic Growth OS for wealth management firms. The platform combines audience intelligence, campaign orchestration, compliance automation, and performance tracking in one system.

The company says its AI models are trained on firm data to help users target audiences, shape messaging, and track conversion. VastAdvisor debuted earlier this year at Future Proof Citywide and has started enterprise relationships, with plans to expand across registered investment advisors, broker dealers, and wealth platforms.

The funding follows several leadership hires, including Phil Gale as co founder and chief operating officer, Eli Gassert as chief technology officer, and Dr. Edoardo M. Airoldi as acting chief data officer.