Alinea Invest
PrivateLast 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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Alinea Invest Comps
Public and private peers based on sector, stage, and business model.
Alinea Invest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Feb 6, 2026 | ||||
| Series A | Apr 9, 2025 | ||||
| Seed | Jan 25, 2024 | ||||
| Seed | Aug 2, 2021 |
Key People
Founding team and executive leadership
Alinea Invest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Kima Ventures | Seed |
| Harvard Management Company | Seed |
| Gaingels | Seed, Series A |
| FoundersX Ventures | Series A |
| Play Ventures | Series A |
| F7 Ventures | Series A, Seed |
| Worklife Ventures | Seed |
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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Alinea Invest's valuation, stock price, and market status.