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Valence Advisory provides wealth management services supported by an integrated financial data platform.
Valence’s Salience platform brings together financial accounts, assets, documents and decisions to support investment, tax, estate and retirement planning. Founded in 2025 by CEO Dan Petrozzo, it is based in New York, US, and serves high-net-worth families. In October 2025, it raised USD 7.73 million in seed funding led by FinTech Collective, with Millennium Technology Value Partners, Treasury, Gilgamesh Ventures and Armyn Capital participating.
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