Era, an AI-driven personal wealth management startup founded by former Stripe employees, has successfully raised $6.2 million in seed funding. This financing round was co-led by MaC Venture Capital, Third Kind Venture Capital, and Protagonist.
With this latest round, Era has brought its total funding to $9.1 million, with additional participation from Clocktower Ventures, K5 Ventures, and Northzone.
Co-founded by Stripe veterans Lindsay Brady and Alex Norcliffe, Era leverages agentic AI to transform wealth management. The platform functions as a smart financial assistant, learning from users’ linked accounts to deliver personalized insights and proactive money management solutions, including money transfers and portfolio trading.
Era continuously enhances its money management recommendations by integrating macroeconomic data, financial market news, and current events that may affect users. This results in a streamlined timeline of updates, allowing users to remain informed throughout their day.
Operating on a freemium model, Era’s services include paid tiers based on usage and functionality. Unlike many financial institutions, such as 401k providers and robo-advisors, Era does not impose an AUM fee tied to a user’s assets.
The startup has also teamed up with AI company Cerebras to boost its capabilities. Additionally, it has brought on board former Stripe employees Vince Joy and Chase McCoy, along with ex-SoFi business lead Sam Garrison and fintech expert Dave Skender.
Lindsay Brady, COO of Era, stated, “Traditional tools show you where your money went—Era helps you see where it can go. By merging advanced AI with deep financial expertise, we’ve created more than a platform to track spending; Era is your personal financial assistant that provides insights into your habits, market trends, and automates smarter decisions.
“Whether it’s optimizing savings with intelligent round-ups or delivering real-time market analysis, we’re making sophisticated financial management simple and accessible. With our investors’ support, we’re accelerating our vision of making wealth-care a universal reality.”