Carefull
PrivateLast Round
Debt
Jun 18, 2025
Total Funding Raised
$19.7M
Company Overview
Carefull is a fintech company that provides an AI-powered financial safety platform designed to protect older adults and their families from fraud, scams, and financial mistakes.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Digital Identity, InsurTech
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Carefull Comparables
Compare Carefull with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| EverSafe | 90% | |
| True Link Financial | 82% | |
| The Bonadio Group | 67% | |
Carefull Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Jun 18, 2025 | ||||
| Series A | Oct 11, 2023 | ||||
| Seed | Feb 18, 2021 |
Key People
Founding team and executive leadership
Carefull Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Alloy Labs | Series A |
| Commerce Ventures | Series A |
| Commerce Ventures | Series A |
| Montage Ventures | Series A |
| CIBC Innovation Banking | Debt |
| K50 Ventures | Seed |
| Fin Venture Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 8, 2025
Presented at the Money20/20 conference in Las Vegas.
- Dec 8, 2025
Rolled out GreyMatter AI insights engine at Money20/20.
Carefull 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 Carefull's valuation, stock price, and market status.