Alinea, an AI-powered wealth management platform built for first-time investors, has secured $22.5 million in user acquisition financing from financial services firm PvX Partners. The company said the funding comes in the form of a credit facility intended to scale marketing spend and expand distribution of Alinea’s personalized wealth management product to more investors.
Alinea said its platform combines expert-built portfolios with conversational financial education, positioning the product as both a wealth-building tool and an on-ramp for financial literacy. The company, which is SEC-registered, said its app has been downloaded more than 2 million times and that it primarily serves Gen Z, a demographic it characterized as broadly overlooked by Wall Street.
The company said the new financing will support a push to accelerate growth by increasing marketing investment, with leadership emphasizing the goal of helping first-time investors start the wealth-building process sooner. Alinea also highlighted its operating history and traction, noting it has been in business for nearly five years and has developed a user base that it says is building values-driven portfolios.
Alinea said it is a Y Combinator graduate and provides personalized investing guidance through expert-built portfolios and AI-powered insights. The company said it is backed by investors including Goodwater, Harvard, and Play Ventures.
KEY QUOTES
“Securing this line of credit will allow us to amplify our marketing spend and serve our mission of beginning the wealth building process as quickly as possible for first-time investors. Having a partner in PvX that provides us access to strategic capital and shares in our vision will fuel the next phase of growth for our company.”
Anam Lakhani, Cofounder and Co-Chief Executive Officer, Alinea
“After nearly five years in business we’ve proven Wall Street wrong: GenZ not only has an appetite to invest but has also found success building values-driven portfolios. We now have the capital to scale that vision even further.”
Eve Halimi, Cofounder and Co-Chief Executive Officer, Alinea
