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BalancedTrust

BalancedTrust

Private
Plantation, FloridaFinTechhttps://www.balanced-trust.com/

Last Round

Seed Round

Mar 5, 2026

Momentum

Top 50%

of companies Caplight tracks

Company Overview

BalancedTrust is a financial services company that provides an AI-powered compliance and risk management software platform for financial institutions, fintechs, and payment providers.

Sector

FinTech

Verticals

Compliance & Risk, RegTech, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Infrastructure

Keywords

regtechcompliance automationrisk management platformregulatory compliancethird-party riskcompliance infrastructureregulatory scanningAPI-first complianceAI compliancefintech riskautomated risk scoringcompliance as a serviceregulatory techtransaction monitoringB2B SaaS

Historical Pricing

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Caplight Momentum Score

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BalancedTrust Comparables

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BalancedTrust comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Kobalt Labs
86%
Themis
78%
Hummingbird
76%

BalancedTrust Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Seed RoundMar 5, 2026

Key People

Founding team and executive leadership

David Hadesty

Chief Business Officer Co-Founder

Founding Team

Travis Dulaney

Co-Founder, CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 26, 2026

    Monthly visitors grew 466% MoM, from 140 to 793.

  • Apr 1, 2026

    Monthly visitors grew 70% MoM.

BalancedTrust Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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BalancedTrust Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersPlantation, Florida
Employee Range5
Year Founded2024
Last FundingMar 5, 2026

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