Tech Company Financing Transactions

VastAdvisor Funding Round

Private investors participated in a $1 million funding round for VastAdvisor. The round was announced on 8/17/2026.

Transaction Overview

Company Name
Announced On
8/17/2026
Transaction Type
Venture Equity
Amount
$1,000,000
Round
Undisclosed
Investors

private investors (Dani Fava)

private investors (Jason Pereira)

private investors (Sally George)

Proceeds Purpose
The company intends to use the funds to expand operations and its development efforts.

Company Information

Company Status
Private & Independent
Industry
Consulting
Mailing Address
10727 Domain Drive
Austin, TX 78758
USA
Phone
Undisclosed
Email Address
Overview
VastAdvisor -- The Governed AI Growth Operating System for Financial Advisors. VastAdvisor is redefining how financial advisors grow. Built as the industry's first AI Growth Operating System, we empower Registered Investment Advisors (RIAs) and enterprise wealth firms to replace vendor dependency with owned, compounding growth systems. Our platform combines agentic AI, predictive analytics, and compliance automation to help advisors attract, convert, and retain clients -- all while reducing acquisition costs and risk.
Profile
VastAdvisor LinkedIn Company Profile
Social Media
VastAdvisor Company Twitter Account
Company News
VastAdvisor News
Facebook
VastAdvisor on Facebook
YouTube
VastAdvisor on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Ian Karnell
  Ian Karnell LinkedIn Profile  Ian Karnell Twitter Account  Ian Karnell News  Ian Karnell on Facebook
Chief Financial Officer
William Hoefle
  William Hoefle LinkedIn Profile  William Hoefle Twitter Account  William Hoefle News  William Hoefle on Facebook
Chief Operating Officer
Phil Gale
  Phil Gale LinkedIn Profile  Phil Gale Twitter Account  Phil Gale News  Phil Gale on Facebook
Chief Technical Officer
Eli Gassert
  Eli Gassert LinkedIn Profile  Eli Gassert Twitter Account  Eli Gassert News  Eli Gassert on Facebook
VP - Customer Service
Zachary Karnell
  Zachary Karnell LinkedIn Profile  Zachary Karnell Twitter Account  Zachary Karnell News  Zachary Karnell on Facebook


 

 

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