AssetPlus
PrivateLast Round
Series B
Jan 19, 2026
Est. Valuation
$94M
Total Funding Raised
$28.9M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
AssetPlus is a fintech company that provides a digital wealth-tech platform for mutual fund distributors and financial advisors to manage client portfolios and investment products.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Compliance, NLP & Conversational AI
Business Model
B2B2C
Customer Profile
Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
AssetPlus Comparables
Compare AssetPlus with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Wealthy | 90% | |
| Centricity | 83% | |
| Prudent Corporate Advisory Services | 82% | |
AssetPlus Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 19, 2026 | ||||
| Series A | Nov 21, 2024 | ||||
| Seed | May 11, 2022 |
Key People
Founding team and executive leadership
AssetPlus Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Rainmatter Capital Fund | Series A, Series B |
| Eight Roads Ventures | Series B, Series A |
| Venture Catalysts | Seed |
| Nexus Venture Partners | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 19, 2026
$19.3M round led by Nexus Venture Partners.
- Jul 20, 2025
Grew 21% QoQ, adding 52 employees.
AssetPlus 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 AssetPlus's valuation, stock price, and market status.