Centricity
PrivateLast Round
Seed
Sep 12, 2024
Est. Valuation
$125M
Total Funding Raised
$24M
Momentum
Top 25%
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 Comps
Public and private peers based on sector, stage, and business model.
Centricity Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 12, 2024 | ||||
| Pre Seed | Sep 14, 2022 |
Centricity Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Paramark Ventures | Seed |
| Lightspeed Venture Partners | Seed |
| NB Ventures Family Office | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- 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.
