Valence is a wealth management firm built for the complexity of high-net-worth financial lives.

For individuals and families navigating tax planning, trusts and estates, private investments, liquidity events, philanthropy, and intergenerational wealth transfer, the traditional model falls short. Advice is fragmented. Relationships are disconnected. And clients are left coordinating much of it themselves.

Valence was built to change that.

Our proprietary AI-native operating model delivers continuous understanding, coordination, and execution across every dimension of a client's financial life. Not by making the existing model more efficient, but by replacing it. We view AI not as a productivity tool, but as an architectural shift. One that enables a fundamentally different client experience: more holistic, more proactive, and built around the client's personal and lived experience.

Founded by leaders from Goldman Sachs, Morgan Stanley, Fidelity, Stone Ridge, Kensho, and Oak HC/FT, and backed by FinTech Collective, Millennium Technology Value Partners, Treasury, Gilgamesh Ventures, and Armyn Capital, Valence is building the operating model that will define how wealth management is practiced for the next generation.

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Valence

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