Brio
PrivateLast Round
Seed
Mar 1, 2025
Total Funding Raised
$2.17M
Company Overview
Brio is a financial technology company that provides an end-to-end limited partnership management platform for alternative asset managers.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Brio Comparables
Compare Brio with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| WealthBlock | 87% | |
| Anduin Transactions | 79% | |
| Sydecar | 78% | |
Brio Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Mar 1, 2025 |
Key People
Founding team and executive leadership
Brio Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Walter Global Asset Management | Seed |
| Brightspark Ventures | Seed |
| Canso Innovations | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 15, 2026
Grew 30% QoQ from 10 to 13 employees.
- Jul 16, 2025
Grew 67% QoQ from 6 to 10 employees.
Brio 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 Brio's valuation, stock price, and market status.