Experivise
Newsroom

Press, product,
and milestones.

The official Experivise newsroom — product launches, company news, partnerships, and where to find us in the press.

Press Releases

Latest from Experivise

Apr 15, 2026Funding

Experivise raises $28M Series B to expand its advisory operations platform across North America

Led by Insight Partners with participation from existing investors, the round will fuel engineering hires, an expanded Toronto headquarters, and a new New York office serving U.S. mid-market RIAs.

Apr 02, 2026Product

New Business Intelligence suite launches with peer benchmarking for advisory firms

Grafana-powered dashboards paired with anonymized peer benchmarks give firm leaders the data conversation that previously required a consulting engagement.

Mar 18, 2026Partnership

Experivise and Nylas partner to bring unified email and calendar sync to every advisory workflow

The integration attaches every email thread and calendar event to the correct household and workflow automatically — without the Zapier duct tape most firms stitch together today.

Feb 28, 2026Milestone

Experivise surpasses 500 advisory firms on the platform

A milestone that traces back to the company's founding thesis: advisory firms don't need more tools, they need fewer, better ones. 500 firms later, the thesis holds.

Feb 10, 2026Product

Face-liveness KYC launches natively — no third-party portal required

The new onboarding module adds face-liveness detection alongside existing OTP, document verification, and SIN/RR capture — end-to-end digital KYC inside a single Experivise flow.

Jan 22, 2026Milestone

Experivise named in the 2026 Wealthtech100 by FinTech Global

The annual list recognizes 100 of the world's most innovative wealth-tech companies. Experivise is cited for its unified platform approach and its advisor-first operating model.

In the Press

Where we've been featured

Recognition

Awards & industry lists

2026
Wealthtech100 — FinTech Global
2025
Best Advisor Platform — Family Wealth Report
2025
SaaS Rising Star — SIIA CODiE
2024
G2 Momentum Leader — Financial Services

Press kit

Brand assets, executive bios and headshots, product screenshots, boilerplate company description, and the authorized fact sheet for media use.

Download (zip · 42 MB)

Media contact

For interviews, press inquiries, expert commentary on advisory technology trends, or speaking engagements — we typically respond within one business day.

Noor Rahman
Head of Communications
press@experivise.com

Writing about advisory tech?

We're happy to share data, commentary, or a demo for stories on workflow automation, RIA technology consolidation, compliance, and client onboarding.

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