ActiFi
PrivateLast Round
Angel
Aug 25, 2011
Total Funding Raised
$138,000
Company Overview
ActiFi is a financial software company that provides practice management solutions designed to help financial services organizations and their advisors drive growth and retention.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Sales Enablement
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
ActiFi Comparables
Compare ActiFi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Advisor360 | 71% | |
| Envestnet | 65% | |
| Orion Advisor Solutions | 65% | |
ActiFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Angel | Aug 25, 2011 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 25, 2011
$138K raised in an angel round.
ActiFi 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 ActiFi's valuation, stock price, and market status.