Era, the AI-driven financial intelligence platform redefining personal wealth management, has secured $6.2 million in seed funding. The round was co-led by MaC Enterprise Capital, Third Kind Enterprise Capital, and Protagonist, bringing Era’s total funding to $9.1 million with additional participation from Clocktower Ventures, K5 Ventures, and Northzone.
Along with this milestone, Era has announced a groundbreaking partnership with Cerebras Systems, aiming to introduce agentic AI into personal finance. This collaboration is a serious step toward Era’s mission of constructing “wealth-care” a universal reality by integrating real-time AI-driven financial intelligence into on a regular basis money management.
Bringing AI-Powered Wealth Management to Everyone
Era is redefining personal finance through AI-driven automation and real-time intelligence. By integrating advanced artificial intelligence with deep financial expertise, Era provides users with proactive money management, personalized insights, and automatic financial actions. The platform functions as an intelligent financial assistant, learning from users’ connected accounts to optimize their funds seamlessly. With AI-powered automation, Era can move money between accounts, optimize balances, and alert users to financial opportunities.
Unlike traditional finance apps that simply track spending, Era anticipates financial needs, detects opportunities, and helps users navigate complex financial decisions in real-time. The partnership with Cerebras enhances these capabilities, allowing Era to deliver institutional-grade financial intelligence at a consumer scale.
Era operates on a freemium model, making easy money management accessible to all. As a substitute of charging traditional asset-under-management (AUM) fees like robo-advisors, Era’s paid tiers are based on usage and utility. The platform is constantly expanding its product offerings, with features designed to boost accessibility and automation in financial planning.
- Routines: Automates money transfers between existing bank accounts, going beyond basic budgeting tools.
- Investments: Provides access to supported brokerages, enabling in-app stock and ETF investments.
- Blueprints: A marketplace for portfolio rebalancing strategies designed by financial creators and advisors.
- Personalized Timeline: Delivers AI-generated insights, spending snapshots, and financial alerts to assist users stay informed.
said Angela Yeung, VP of Product Management at Cerebras.
Strategic Growth with Latest Talent
To further speed up its mission, Era has expanded its team with key hires from Stripe and SoFi:
- Vince Joy, formerly of Stripe, joins as Design Lead, bringing expertise in visual design and UI/UX.
- Chase McCoy, a seasoned mobile and web developer, joins as Senior Engineer.
- Sam Garrison, former Business Lead at SoFi’s Relay product, will drive Product Growth.
- Dave Skender, a financial technology expert, has been appointed as Engineering Manager.
said Lindsay Brady, Co-Founder and COO at Era.
The Way forward for Wealth-Care
Era is pioneering the following generation of private finance with AI-powered automation, financial intelligence, and a commitment to accessibility. The corporate plans to proceed expanding its user base, launching latest partnerships, and updating its product suite to bring wealth-care to each American.
