Aura Finance-preview

Aurafinance

Aura Finance

Private

San Francisco, CaliforniaFinTechhttps://aurafinance.io

Last Round

Seed

Jul 31, 2025

Est. Valuation

$10M

Total Funding Raised

$4.42M

Momentum Score

25 /100

Company Overview

Aura Finance is a financial technology company that provides an AI-driven financial wellness platform for employees, combining personalized coaching, financial education, and investment management tools.

Sector

FinTech

Verticals

HR, Wealth Management, Personal Finance

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Application

Keywords

financial wellness platformemployee financial wellnessAI financial coachingemployee benefitfinancial copilotHR analyticsgoal-based investingHR techB2B SaaSwealth managementassets under managementAUMB2B2Cregistered investment adviserRIA

Historical Pricing

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Caplight Momentum Score

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Aura Finance Comps

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

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Aura Finance Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Seed	Jul 31, 2025
Pre Seed	Dec 27, 2024
Accelerator	Sep 11, 2023

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Key People

Founding team and executive leadership

Courtney Cardin

Co-Founder Chief Product Business Officer

Founding Team

Kelsey Willock Jones

Co-Founder CEO

Founding Team

Aura Finance Investors

Notable investors and investment history

Investor	Rounds
Techstars	Accelerator
Samvid Ventures	Pre Seed, Accelerator
Swizzle Ventures	Pre Seed, Seed
Lakehouse Ventures	Seed
Zeal Capital Partners	Seed
Ignite Ventures	Seed
Symphonic Capital	Pre Seed

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Aura Finance Filings

SEC and related filings with document metadata.

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Aura Finance Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Francisco, California

Employee Range15

Year Founded2021

Last FundingJul 31, 2025

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