Chip Professional
PrivateLast Round
Accelerator
Sep 5, 2024
Total Funding Raised
$100,000
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Chip Professional is a financial services company that operates a marketplace connecting consumers with financial professionals of color to provide tax planning, estate planning, and financial guidance.
Sector
FinTech
Verticals
Wealth Management, Personal Finance
Business Model
B2C
Customer Profile
Marketplace Commission, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Chip Professional Comparables
Compare Chip Professional with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zoe Financial | 77% | |
| Wealthtender | 76% | |
| Nectarine Financial, Inc. | 74% | |
Chip Professional Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Sep 5, 2024 | ||||
| Pre Seed | Nov 29, 2021 |
Key People
Founding team and executive leadership
Chip Professional Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| gener8tor | Accelerator |
| Northwestern Mutual | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 16, 2026
Monthly visitors increased 102% MoM.
- May 12, 2025
Launched 'Beyond the Hustle' for finance professionals.
Chip Professional 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 Chip Professional's valuation, stock price, and market status.