Serena
AI-powered platform for personalized financial planning and investment management.
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About
Serena is an AI-driven financial technology company that provides personalized financial planning and investment management services. Their platform leverages artificial intelligence to analyze individual financial situations, goals, and risk tolerance, offering tailored investment strategies and on-demand financial advice.
Technology stack
detected 2026-06-22Est. monthly stack spend~$140/mo
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AWS
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Frequently asked
What does Serena do?
Serena is an AI-driven financial technology company that provides personalized financial planning and investment management services. Their platform leverages artificial intelligence to analyze individual financial situations, goals, and risk tolerance, offering tailored investment strategies and on-demand financial advice.
How much funding has Serena raised?
Serena has raised a total of $10M in funding. The most recent round on record is Seed.
Where is Serena headquartered?
Serena is headquartered in New York, United States.
When was Serena founded?
Serena was founded in 2017.
What industry does Serena operate in?
Serena operates in Fintech, Personal Finance, Investment Management, Robo-advisor, AI-Driven Parametric Insurance, WealthTech.