# Valence Advisory

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/valence-advisory

- Industry: Financial Services
- Headquarters: Bethlehem, US
- Website: www.valence.financial/
- Total disclosed funding: $7.7M
- Latest round: Seed (Oct 21, 2025)
- Investors on record: 5

## About

Founded in 2025 in New York, US, Valence Advisory, LLC, f.k.a., Wholefin, Inc., 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). In October 2025, Valence raised USD 7.73 million in seed funding led by FinTech Collective, with participation from Millennium Technology Value Partners, Treasury, Gilgamesh Ventures, and Armyn Capital.

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.

The company will use the October 2025 funding to develop an integrated platform and expand its artificial intelligence-based financial systems.

## Funding rounds

- Seed, Oct 21, 2025, $7.7M — Millennium Technology Value Partners, FinTech Collective, Treasury, Gilgamesh Ventures, Armyn Capital

## Investors

- Millennium Technology Value Partners (https://capitalatlas.ai/funds/millennium-technology-value-partners) — Seed
- FinTech Collective (https://capitalatlas.ai/funds/fintech-collective) — Seed
- Treasury (https://capitalatlas.ai/funds/treasury) — Seed
- Gilgamesh Ventures (https://capitalatlas.ai/funds/gilgamesh-ventures) — Seed
- Armyn Capital (https://capitalatlas.ai/funds/armyn-capital) — Seed