Valence Advisory
Latest round
- Seed
Last raised
- Oct 2025
Total raised
- $7.7M
Investors
- 5
About Valence Advisory
, is a financial advisory firm specializing in comprehensive wealth management solutions that utilize innovative data integration techniques to support high-net-worth clients in navigating complex financial landscapes. Valence Advisory, LLC, operates in the financial advisory sector, providing specialized wealth management solutions. The company was founded by Dan Petrozzo (CEO). Valence specializes in comprehensive wealth management solutions, leveraging a proprietary client-centric data model known as Salience. This integrated platform connects various financial elements, including accounts, assets, entities, documents, and decisions, into a single cohesive framework designed to address the complexities of a family's financial life. The primary use cases for Valence's services encompass investment and portfolio management, tax planning, estate planning, retirement and income planning, liquidity management, generational wealth engagement, and philanthropic giving. The firm's specialized agents continuously monitor critical areas such as market trends, economic conditions, and life events, enabling proactive management and tailored advice for clients. Valence serves high-net-worth families primarily in North America and Europe, providing a seamless client experience aimed at understanding individual values, family dynamics, and specific financial goals. Valence generates revenue through a subscription-based model that focuses on delivering personalized and proactive wealth management services. The firm partners with clients, mainly high-net-worth individuals and families, to provide a structured service offering that encompasses various financial planning aspects. Typical transactions within this framework may involve annual subscriptions for continuous advisory services, project-based fees for specific financial planning needs, and performance fees based on the growth of managed assets. Valence emphasizes client satisfaction and retention, aligning its success metrics with the quality and effectiveness of its advisory services. Specific pricing structures for individual services remain undisclosed, but the firm’s revenue is primarily derived from ongoing relationships with its clients, ensuring that the wealth management solutions remain adaptive and responsive to evolving financial landscapes.
Who invested in Valence Advisory
5 investors across 1 round
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Funding rounds
Seed
Oct 21, 2025
Amount
$7.7M
Investors
Questions about Valence Advisory
Who invested in Valence Advisory?
Valence Advisory has 5 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Valence Advisory raised?
Valence Advisory has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Valence Advisory last raise money?
Valence Advisory's most recent round on record is a Seed, in Oct 2025.
What does Valence Advisory do?
, is a financial advisory firm specializing in comprehensive wealth management solutions that utilize innovative data integration techniques to support high-net-worth clients in navigating complex financial landscapes.
Where is Valence Advisory headquartered?
Valence Advisory is headquartered in Bethlehem, US.
Which VCs invest in companies like Valence Advisory?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Valence Advisory's stage. Their profiles are linked below.
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