Startup profile for CHIP Professionals: latest funding, latest known valuation, total disclosed funding, investors, status, sources, and why the company is interesting. Part of the Venture Capital Tracker startup directory.
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CHIP Professionals funding, valuation and investors

Fintech marketplace connecting consumers with Black and Latinx financial, tax, and estate-planning professionals.

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Funding, valuation & investors

Answer-first snapshot

Latest funding

Not publicly disclosed

Latest known valuation

Not publicly disclosed

Total disclosed equity funding

Not publicly disclosed

Excludes debt, grants, acquisitions, secondaries, and IPO proceeds.

Current status

private

seed · New York, New York

Source links not recorded Last verified: 2026-07-25

Overview

CHIP Professionals operates a directory and platform matching individuals and employers with vetted Black and Latinx financial advisors, tax planners, and estate professionals.

Why CHIP Professionals is interesting

CHIP (Changing How Individuals Prosper) tackles the racial wealth gap by making culturally competent advisors discoverable — backed by a16z with a cross-industry professional network model.

Product & use cases

Directory and platform matching individuals with vetted Black and Latinx financial advisors, tax planners, and estate professionals.

  • Finding culturally competent financial advisors
  • Employer-sponsored advisor matching programs
  • Closing representation gaps in financial services

Key facts

  • Institutional investor: Andreessen Horowitz (Tracxn / company site)
  • Founded 2020 by Dana L. Wilson, former Wall Street advisor (CHIP About page)
  • Co-investors: no additional institutional investors disclosed in public sources reviewed 2026-07-24

Investors in our directory

Funds linked from CHIP Professionals's profile — open a fund page for stage focus and related deal articles.

Andreessen Horowitz

Competitive landscape

Edge: CHIP (Changing How Individuals Prosper) tackles the racial wealth gap by making culturally competent advisors discoverable — backed by a16z with a cross-industry professional network model.

CHIP Professionals operates in fintech, consumer. CHIP (Changing How Individuals Prosper) tackles the racial wealth gap by making culturally competent advisors discoverable — backed by a16z with a cross-industry professional network model.

  • XY Planning Network adjacent

    Financial advisor marketplace.

  • Garrett Planning Network adjacent

    Fee-only advisor directory.

  • Traditional advisor search incumbent

    Referral-based advisor discovery.

Notable stories

  • Founded 2020 by Dana L. Wilson, former Wall Street advisor.
  • a16z is disclosed institutional investor; round size not public.

Industries

Fintech Consumer

Related funding articles

Venture Capital Tracker pieces that cover CHIP Professionals's financing or category context.

FAQs about CHIP Professionals

Practical answers founders, operators, and investors typically search for.

CHIP is a fintech marketplace that helps people find Black and Latinx financial advisors, tax professionals, and estate planners.
Andreessen Horowitz (/fund/andreessen-horowitz) is the disclosed institutional investor per Tracxn and company materials.
CHIP has raised funding from a16z; round size and stage are not publicly disclosed.
Representation gaps in financial services make it harder for underrepresented communities to access trusted advisors — CHIP surfaces professionals who understand those clients' contexts.
No — CHIP Professionals is a private company.
New York, New York
2020
CHIP Professionals has not publicly disclosed profitability.
See fundraising rounds and highlights on this profile for disclosed amounts.
fintech, consumer
Website All startups Funding news

By Venture Capital Tracker

Last updated:

Editorial note: AI tools assisted with research, structure, or drafting. Venture Capital Tracker retains human editorial responsibility for factual accuracy, relevance, and source quality before publication.