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Advance

Advance

Private
New York City, New YorkFinTechhttps://advancehq.com/

Last Round

Seed

Feb 5, 2026

Total Funding Raised

$8.55M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Advance is a fintech company that provides a bank-supported financial platform for insurance intermediaries to manage premium payments, automate reconciliation, and earn yield on premium funds.

Sector

FinTech

Verticals

InsurTech, Digital Payments, Compliance & Risk, Workflow Automation

Business Model

B2B

Customer Profile

Payment Processing Fee, Subscription SaaS, Revenue Share

AI Layer

Application

Keywords

insurtechinsurance infrastructurepremium managementfiduciary accountsmanaging general agentMGApayment automationembedded financereconciliation softwarecustodial accountspayment infrastructurefintech platformback-office automationyield generationvertical saas

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Advance Comparables

Compare Advance with similar companies based on industry and business-model similarity.

Advance comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Functional Finance
82%
Ascend
82%
Simply Easier Payments
77%

Advance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedFeb 5, 2026

Advance Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 20, 2026

    Open roles increased to 56, 5.6x headcount.

  • Jul 6, 2026

    Open roles increased from 0 to 17, representing 170% of headcount.

Advance Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Advance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Advance's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range10
Year Founded2025
Last FundingFeb 5, 2026

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