# Serena

**Source:** https://www.startuphub.ai/startups/serena
**Profile type:** Startup

> AI-powered platform for personalized financial planning and investment management.

## 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.

## Key facts

- **Slug:** serena
- **Website:** https://www.serena.ai/
- **Location:** New York, United States
- **Founded:** 2017-01-01
- **Operating status:** Active
- **Total funding:** $10M
- **Sectors / tags:** Fintech, Personal Finance, Investment Management, Robo-advisor, AI-Driven Parametric Insurance, WealthTech, Financial Planning, Generative AI, AI-Driven Financial Planning

## 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.

### What is Serena's revenue?

StartupHub estimates Serena's annual revenue at $4.5M (range $2.9M to $5.3M, 27% confidence), based on comparable companies in the sector.

### What is Serena's valuation?

StartupHub estimates Serena's effective valuation at $35.3M (range $25.0M to $60.0M, 10% confidence), based on comparable companies in the sector.

### 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.

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