V
Voyant
Creator of voyant, a free do-it-yourself financial planning platform
About Voyant
Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile web device, our solution provides a holistic approach including retirement, cash flow, investments, legacy, college, insurance, estate & inheritance, taxes and more. With Voyant, advisers and clients can interactively plan and adapt to real life events, before, during, after they happen and helps answer every “what-if” scenario.
Today, more than 2,000 financial and human capital management firms around the world including Lloyds Bank, Aon Hewitt, AXA, St. James Place Wealth Management, Bellpenny and others use Voyant to differentiate their financial planning and wealth management services. Combined, our customers use Voyant to manage over $70 billion dollars in total client investments.
Founded in 2006, Voyant is privately held company headquartered in Austin, TX. Voyant UK, established in 2008, is a wholly owned subsidiary based in London that provides innovative financial products and services to customers across the United Kingdom and Europe.
Source: Dealroom company dataAt a glance
- Status
- Acquired
- Founded
- 2006
- Headquarters
- Austin, United States
- Employees
- 101
- Open positions
- 1
- Dealroom signal
- 69.4/100
- Industry
- Fintech
- Sub-industry
- Financial Management Solutions
- Sector
- Fintech, Financial Management
- Business model
- SaaS
- Client focus
- b2c
- Investment activity
- 2 companies, latest Aug 2018
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITION✓Exit | Jul 2021 | $145M | $145M | AssetMark | — |
| ACQUISITION✓Exit | Nov 2003 | $0 | — | Polycom | — |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Voyant is 40K monthly website visits, up 25% over the last three months. Voyant's team grew 8.6% over the past year.
Open positions
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
PhaxioGlendale, United StatesAn api for send and receiving faxes
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OC
Octave CommunicationsNashua, United StatesOctave Communications(R), a leader in developing and deploying hardware and software for audio conferencing
$68Mvaluation
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later1 investor entered at this stage
TA Associates
Other known investors3 additional known investors
AssetMark
Polycom
CIBC Innovation Banking
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Voyant on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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