Topaz Digital is a developer of white-label wealth management software that enhances private client service levels and engagement, deepens relationships, and improves company efficiency and compliance. Their platform offers features such as digital onboarding, goal tracking, aggregated wealth views, secure collaboration, document management, concierge services, personalized insights, and unified cash banking across multiple accounts.
Number of investors
11st Round
Feb 3, 2022
Last Round
Feb 3, 2022
| Round | Source | |||||
|---|---|---|---|---|---|---|
| 1 | Feb 3, 2022 | -- | -- | Pro |