Couplr, Inc.

Private

Orlando, FloridaEnterprise Softwarehttps://couplr.ai/

Last Round

Accelerator

Feb 13, 2026

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Couplr, Inc. is a fintech company that provides an AI-powered advisor-client matching platform for wealth management and insurance firms.

Sector

Enterprise Software

Verticals

Wealth Management, InsurTech, Vertical SaaS, NLP & Conversational AI, Business Intelligence

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

advisor matchingclient acquisitionwealthtechlead conversioninsurtechB2B SaaSbehavioral matchingAI matching enginefind an advisorintelligent lead routingwhite-label platformAI agentclient analyticsCRM integration

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Couplr, Inc. Comps

Public and private peers based on sector, stage, and business model.

Couplr, Inc. comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Couplr, Inc. Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Accelerator	Feb 13, 2026

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Key People

Founding team and executive leadership

CFP® Derek N.H. Notman

Founder & CEO

Founding Team

Couplr, Inc. Investors

Notable investors and investment history

Couplr, Inc. investors
Investor	Rounds
MassChallenge	Accelerator

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Market signals

Structured signals derived from secondary market and firmographic data.

Apr 1, 2026
Monthly visitors grew 128% MoM, reaching 1.5K.
Nov 8, 2025
Monthly visitors grew 194% MoM, reaching 12.6K.

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Couplr, Inc. Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Couplr, Inc. Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Couplr, Inc.'s valuation, stock price, and market status.

Firmographic Details

HeadquartersOrlando, Florida

Employee Range5

Year Founded2022

Last FundingFeb 13, 2026

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