Valence

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

New York City, New York, United States

Revenue

$6.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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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's Social MediaPopular SearchesValenceValence Advisory LLCSIC Code 62,628NAICS Code 52,523Show more

Valence Org Chart

Daniel Petrozzo, Founder & Chief Executive Officer at Valence
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Founder & Chief Executive Officer

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Erick Goralski, Chief Commercial Officer at Valence
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Chief Commercial Officer

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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Valence is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Valence is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Valence.

Valence financials insights

Gather financial insights about Valence, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2026

Seed

$7.7M

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Frequently Asked Questions Regarding Valence

What is Valence's official website?
Valence's official website is valence.financial
What is Valence's Revenue?
Valence's revenue is $6.7 Million
What is Valence's SIC code?
Valence's SIC: 62,628
What is Valence's NAICS code?
Valence's NAICS: 52,523
How many employees does Valence have?
Valence has 11-50 employees
What industry does Valence belong to?
Valence is in the industry of: Finance, Securities Trading
What does Valence do?

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... s, 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.Read More

What are Valence social media links?
Valence Linkedin page
Who invested in Valence?
Valence has 5 investors including Millennium Technology Value Partners, Gilgamesh Ventures, Treasury and Armyn Capital.
Is Valence a public company?
Valence is private company therefore does not currently have an official ticker symbol
See more information about Valence

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