Adviice

Private

LondonFinTechhttps://adviice.ca/

Last Round

Seed

Jul 9, 2024

Total Funding Raised

$30,000

Company Overview

Adviice is a financial software company that provides an AI-powered, client-facing financial planning platform for DIY investors and financial advisors.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial planning softwareretirement planningtax planningwealth management softwarerobo-advisorfinancial modelingwhite-label softwareSaaSfee-only advisorDIY investingtax-efficient withdrawalfintechwealthtechfinancial advisor toolsretirement projection

Historical Pricing

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Caplight Momentum Score

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Adviice Comps

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Adviice comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Adviice Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Seed	Jul 9, 2024
Pre Seed	Nov 9, 2023

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Adviice Investors

Notable investors and investment history

Adviice investors
Investor	Rounds
i.d.e.a. Fund	Pre Seed
RHA Ventures	Pre Seed

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Market signals

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Nov 9, 2023
$30K round from 519growthfund, RHA Ventures, and i.d.e.a. Fund

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Adviice Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Adviice Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersLondon

Employee Range4

Year Founded2023

Last FundingJul 9, 2024

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