VastAdvisor Raises $1M SAFE Round

VastAdvisor, located in Dana Point, California, is an AI-powered growth operating system for wealth management firms. The company has secured $1 million in a SAFE round of funding to accelerate its product development and scale its go-to-market operations.

Investors

The funding round was led by Dani Fava, Chief Strategy Officer at Carson Group, Jason Pereira, CFP, Senior Partner at Woodgate Financial, and Sally George, Partner at Convergency Partners.

VastAdvisor Use of Funds

VastAdvisor will use the capital to accelerate its product roadmap and support the expansion of its go-to-market efforts across registered investment advisors, broker-dealers, and wealth platforms.

About VastAdvisor

Founded recently to serve the wealth management sector, VastAdvisor provides an AI-native operating system designed for client acquisition. The platform integrates audience intelligence, campaign orchestration, compliance automation, and performance optimization to help wealth firms achieve scalable and measurable organic growth.

Funding Details

Company Website: https://vastadvisor.ai

Company: VastAdvisor
Raised: $1M
Round: SAFE Round
Funding Date: August 17, 2026
Lead Investor: Dani Fava, Jason Pereira, Sally George
Company Website: https://www.vastadvisor.ai/
Software Category: FinTech
Source: https://www.prnewswire.com/news-releases/vastadvisor-closes-1-million-safe-round-302852736.html