Seraphonic
San Francisco
About Seraphonic
Seraphonic is an Institutional Intelligence Platform that gives wealth managers AI-native tools for sophisticated clients. Our client portal, real-time portfolio intelligence, meeting assistant, and onboarding automation help authorised advisers deliver faster insights, better reporting, and white-glove service at scale.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Total funding: $5.6M
- Funding stage: Seed
- Last round: Seed (Sep 2025)
- Website: seraphonic.com
- Phone: [email protected]
Industries & Categories
Financial Services, Software
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