Alinea Invest

Alinea Invest

Private
New York City, New YorkFinTechhttps://www.alinea-invest.com

Last Round

Debt

Feb 6, 2026

Total Funding Raised

$38.4M

Momentum Score

50 /100

Company Overview

Alinea Invest is a venture-backed financial technology company that operates a wealth management platform specifically designed for beginner investors, with a focus on Gen Z and women. Founded in 2020 by Eve Halimi and Anam Lakhani, the company provides a mobile application that simplifies investing through features like fractional shares, thematic investment collections called "playlists," and personalized, AI-driven guidance. The platform, which is an SEC-registered investment adviser, aims to make investing more accessible, educational, and aligned with users' personal values. Alinea operates on a subscription model, charging an annual fee for access to its automated investing tools and educational content. The company is a Y Combinator alumnus and has secured significant venture funding, including a Series A round in 2025, to fuel its growth and product development, such as its AI-powered financial coach, 'AI Allie'.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Personal Finance, NLP & Conversational AI, Social Commerce

Business Model

B2C

Customer Profile

Subscription SaaS, Payment Processing Fee, Freemium

AI Layer

Application

Keywords

mobile investing appinvesting for beginnersfractional investingmicro-investingrobo-advisorautomated investingthematic investingsocial investingGen Z investinginvesting for womencryptocurrency investinginvestment platformpersonal finance appinvestment playlistsAI financial coach

Historical Pricing

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Caplight Momentum Score

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Alinea Invest Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Alinea Invest Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
DebtFeb 6, 2026
Series AApr 9, 2025
SeedJan 25, 2024
SeedAug 2, 2021

Key People

Founding team and executive leadership

Anam Lakhani

Co-Founder, Co-CEO

Founding Team

Eve Halimi

Co-Founder, Co-CEO

Founding Team

Alinea Invest Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 12, 2026

    Added Roy Geerts as a new customer.

  • Apr 9, 2025

    $10.4M round closed.

Alinea Invest Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Alinea Invest Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range27
Year Founded2020
Last FundingFeb 6, 2026

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.