Dezerv
PrivateLast Round
Series C
Oct 13, 2025
Est. Valuation
$300M
Total Funding Raised
$100M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Dezerv is a wealth management company that offers a technology-led investment platform providing personalized portfolio management services and multi-asset investment strategies for affluent individuals.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Revenue Share, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Dezerv Comps
Public and private peers based on 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 |
Dezerv Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Oct 13, 2025 | ||||
| Series B | Jul 9, 2024 | ||||
| Series A | Aug 8, 2022 | ||||
| Seed | Sep 2, 2021 |
Dezerv Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Matrix | Series B |
| GTM Ventures | Series A |
| Z47 | Series A, Series B |
| Blume Ventures | Seed |
| Z47 | Series A, Series C, Series B, Seed |
| Premji Invest | Series C, Series B |
| Z47 | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 6, 2026
Launched 'how to not lose money' series to combat financial fraud.
- Mar 1, 2026
Manages over $1.93B in client assets.
Dezerv 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 Dezerv's valuation, stock price, and market status.