1fs Wealth
PrivateLast Round
VC Round
Apr 27, 2023
Company Overview
1fs Wealth is a financial software company that has developed a wealth intelligence platform designed to help family offices and high-net-worth individuals consolidate assets, control risk, and manage performance.
Sector
FinTech
Verticals
Wealth Management, Financial Data, Vertical SaaS, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
1fs Wealth Comparables
Compare 1fs Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Altoo AG | 87% | |
| Copia Wealth Studios | 86% | |
| Private Wealth Systems | 85% | |
1fs Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Apr 27, 2023 | ||||
| Angel | Dec 8, 2022 | ||||
| Seed | Dec 1, 2021 |
Key People
Founding team and executive leadership
1fs Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Singularity Capital | VC Round |
| Singularity Capital | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 27, 2023
Raised a VC Round led by Singularity Capital.
- Dec 8, 2022
Raised an Angel round with Dominique Cerutti as lead investor.
1fs Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about 1fs Wealth's valuation, stock price, and market status.