Share This Page
XY Adviser Logo

Driving the positive evolution of financial advice

Fintech

Sydney

Offer

CSF

Pre-Series A

$404,781.00

raised by 220 investors

Min target

Minimum target hit!

CLOSED ON

17 September 2020

Overview

The advice community owns XY - it's time to make it official

XY Adviser has 3,000 members across ten countries, and has facilitated nearly five million words of adviser conversation over the past six years.

The XY platform works by facilitating a professional environment free of distractions, where the natural learning between advisers has been consolidated from multiple locations to one easy to use platform.

The demand for a dedicated space to share and learn from other advisers has been proven. Our next steps are to turn on our long term revenue model using natural language artificial intelligence to create insights for large financial institutions.

Meet the team

Directors

Product & Technology

Operations & Support

Advisors