Centricity
PrivateLast Round
Series A
Aug 13, 2026
Est. Valuation
$215M
Total Funding Raised
$57M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Centricity is a financial technology company that provides a wealth management platform designed to connect investors with asset managers through an investment product marketplace and advanced portfolio reporting tools.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Centricity Comparables
Compare Centricity with similar companies based on industry and business-model similarity.
Centricity Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Aug 13, 2026 | ||||
| Seed | Sep 12, 2024 | ||||
| Pre Seed | Sep 14, 2022 |
Centricity Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Mitsubishi UFJ Financial Group | Series A |
| Patni Group | Series A |
| SMBC Asia Rising Fund | Series A |
| Stride Ventures | Series A |
| Susquehanna International Group | Series A |
| Burman Family Holdings | Pre Seed |
| InnoVen Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 13, 2026
$30M round led by Mitsubishi UFJ Financial Group and Susquehanna International Group.
- Apr 28, 2026
Kartik Kini joins as Chief Strategy and Execution Officer for Invictus Private Wealth.
Centricity 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 Centricity's valuation, stock price, and market status.