Beta Financial Services
PrivateLast Round
Accelerator
May 19, 2025
Total Funding Raised
$620,000
Company Overview
Beta Financial Services, Inc. is the holding company for BetaBank, a digital bank focused on providing equitable and accessible lending and deposit services to small-to-medium sized businesses (SMBs). The company operates a 'Lending as a service' platform for financial institutions and has developed BetaScore, an AI-powered credit platform designed to remove human bias from underwriting. The firm's mission is to help small business owners thrive by providing unbiased and efficient access to flexible capital. The company offers a suite of financial services including investment management, retirement planning, and risk assessment.
Sector
FinTech
Verticals
Lending & Credit, Credit Scoring, Financial Data, Workflow Automation
Business Model
B2B
Customer Profile
Usage-Based SaaS, Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Beta Financial Services Comps
Public and private peers based on sector, stage, and business model.
Beta Financial Services Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | May 19, 2025 | ||||
| Accelerator | Sep 16, 2024 | ||||
| Grant | Jun 25, 2024 | ||||
| Accelerator | May 21, 2024 |
Beta Financial Services Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Google AI Startups Fund | Grant |
| gener8tor | Accelerator |
| Google for Startups | Grant |
| Morgan Stanley Inclusive Ventures Lab | Accelerator |
| RevTech Labs | Accelerator |
| Google for Startups Founders Fund | Grant |
| Northwestern Mutual | Accelerator |
Beta Financial Services Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Beta Financial Services's valuation, stock price, and market status.