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Valence
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
New York City, New York, United StatesWebsite
valence.financialRevenue
$6.7 MillionIndustry
About Valence
Valence is a wealth-management firm designed for high-net-worth individuals and families whose financial lives involve multiple assets, entities, investment accounts, tax considerations, estate structures and family-related decisions. Its platform, Salience, creates a unified view of a client's financial life by connecting accounts, assets, entities, documents and decisions. Valence then uses an AI-native agent framework to continuously monitor areas such as markets, taxes, estate planning and life events. Human advisors remain responsible for oversight, judgment and client relationships.Explore more
Valence Org Chart
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Valence is a wealth-management firm designed for high-net-worth individuals and families whose financial lives involve multiple assets, entities, investment accounts, tax considerations, estate structures and family-related decisions. Its platform, Salience, creates a unified view of a client's financial life by connecting accounts, assets, entitie... Read More
