Adviice
PrivateLast Round
Seed
Jul 9, 2024
Total Funding Raised
$30,000
Momentum
Top 10%
of companies Caplight tracks
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Adviice Comparables
Compare Adviice with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gilded | 86% | |
| The MoneyReady App | 84% | |
| MayRetire | 82% | |
Adviice Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jul 9, 2024 | ||||
| Pre Seed | Nov 9, 2023 |
Adviice Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| i.d.e.a. Fund | Pre Seed |
| RHA Ventures | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 20, 2026
Monthly visitors increased 45% MoM.
- Jan 7, 2026
Monthly visitors grew 172% MoM, reaching 47K.
Adviice Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Adviice's valuation, stock price, and market status.