Valence

Valence is an AI-native wealth management firm for high-net-worth families, launched publicly in June 2026 by former Goldman Sachs, Morgan Stanley and Fidelity technology leaders. It runs a vertically integrated platform built on a client-centric data model that pulls every account, asset, entity, document and decision in a family's financial life into a single picture, targeting households with roughly $5-30 million in investable assets. On top of that sits Salience, a layer of specialist AI agents that monitor markets, tax, estate questions and personal life events, decide what actually matters, and act. It raised a $7.725 million seed round led by FinTech Collective with Millennium Technology Value Partners, Treasury, Gilgamesh Ventures and Armyn Capital.

Rather than selling software to advisors, Valence is the advisory firm itself, running an owned AI-native operating model and data layer instead of legacy backend dependencies, and orchestrating data across distributed custodians via API-first partners so clients do not have to consolidate assets.