Operator of an administration and advising platform designed to offer access to a secure financial future.
Other Financial Services📍 San Francisco, CAFounded 2015
Current Valuation
$3.0B
as of 2025-Q4
UNICORN
Operator of an administration and advising platform designed to offer access to a secure financial future.
Company Profile
Founded
2015
HQ
San Francisco, CA
Employees
775
Total Raised
$803.7M
Last Round
Later Stage VC — $100M (Oct 2025)
IPO Status
private
Fundraising Status
Later Stage VC · $100M · 10 mo ago
privateTotal raised $803.7M
Secondary Market
Implied price / share
$4.93
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 →
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2025-Q4. Refreshed quarterly.