Flow Advisor Solutions Inc.
PrivateLast Round
Grant
Oct 21, 2024
Total Funding Raised
$58,000
Company Overview
Flow Advisor Solutions Inc. is a business/productivity software company that provides a client data collection and onboarding platform designed to streamline workflows and compliance for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Compliance & Risk, Workflow Automation, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Flow Advisor Solutions Inc. Comparables
Compare Flow Advisor Solutions Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Mako Fintech | 88% | |
| Planworth | 83% | |
| Investipal | 80% | |
Flow Advisor Solutions Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Grant | Oct 21, 2024 | ||||
| Accelerator | Mar 1, 2023 | ||||
| Grant | Apr 25, 2022 |
Flow Advisor Solutions Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| National Research Council Canada Industrial Research Assistance Program | Grant |
| Employment and Social Development Canada | Grant |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 4, 2026
Grew 30% QoQ from 10 to 13 employees.
- Mar 1, 2026
Monthly visitors increased 160% MoM.
Flow Advisor Solutions Inc. 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 Flow Advisor Solutions Inc.'s valuation, stock price, and market status.