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Dynamic Advisor Solutions
Arizona, United States
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Investor info
Type
Registered Investment Advisors
Stage focus
Early stage VC
Industry focus
Finance
Description
Dynamic Advisor Solutions provides technology solutions that streamline and automate the advisory workflow for financial advisors, enabling efficient client management and personalized investment strategies.
Previous investments
Company
Amount
Round
Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A
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[email protected]
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[email protected]
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[email protected]
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[email protected]
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