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Experience
Sale of AdvisorEngine
Represented AdvisorEngine in its sale to Franklin Templeton. AdvisorEngine is a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
ZipStorm Series C Financing
Represented ZipStorm in its $115 million Series C financing, led by Tiger Global and Madrona Venture Group.
