Valence Launches Wealth Management Firm Built Around the Client, Not the Advisor
Founded by Former Goldman Sachs, Morgan Stanley and Fidelity Executives and a Premier Fintech Venture Investor, the Firm Redefines How Complex Financial Lives Are Managed
Valence today announced its launch, introducing a fundamentally new operating model for wealth management. Built on proprietary AI-native technology and a contrarian premise, the firm was founded on the belief that the future of the industry will not be defined by more investment offerings, more advisors, or new advisor tools. It will be defined by an entirely new approach built around the high-net-worth client’s personal and lived experience.
For individuals and families whose financial lives have grown increasingly complex, wealth management extends far beyond investments. Tax planning, trusts and estates, insurance, private investments, liquidity events, philanthropy, and intergenerational wealth transfer often span multiple advisors, firms, and institutions. Yet clients remain responsible for coordinating much of it themselves. Valence was built to manage every dimension of a client’s financial life, and, in doing so, carry this burden instead of it falling to the client.
