Developer of a digital investment platform designed to help financial advisors serve their clients.
Financial Software📍 Culver City, CAFounded 2018
Current Valuation
$1.9B
as of 2025-Q2
UNICORN
Developer of a digital investment platform designed to help financial advisors serve their clients.
Company Profile
Founded
2018
HQ
Culver City, CA
Employees
400
Total Raised
$609.1M
Last Round
Series F — $152M (Apr 2025)
IPO Status
private
Fundraising Status
Series F · $152M · 1y 4mo ago
privateTotal raised $609.1M
Secondary Market
Implied price / share
$7.08
Last round price / share
$10.02
vs last round
-29.3%
Open interest
7
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Latest Funding Round
Round
Amount
Date
Lead Investor
Post-Money
Series F
$152M
Apr 2025
—
$1.9B
Financial Services
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2025-Q2. Refreshed quarterly.