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Dobbin

Dobbin

Private
New York City, New YorkFinTechhttps://dobbin.ai/

Last Round

Early Stage

VC

Mar 27, 2026

Total Funding Raised

$400,000

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Dobbin is a business/productivity software company that provides a secure, multi-agent AI knowledge system designed to align organizational strategy and execution.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

robo-advisorautomated investingwealth managementtax-loss harvestingportfolio rebalancingautomated portfolio managementassets under managementAUMpersonal financeDTC investingpassive investingfintech platformalgorithmic trading

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Dobbin Comparables

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Dobbin comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Betterment
72%
The Charles Schwab Corporation
68%
Wealthfront
66%

Dobbin Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Early Stage VCMar 27, 2026
SeedAug 5, 2025

Key People

Founding team and executive leadership

Joonas Makkonen

Founder, CPO CTO

Founding Team

Joshua Liberson

Chief Executive Officer

Executive Team

Thaddeus Kromelis

Chief Operating Officer

Executive Team

Dobbin Investors

Notable investors and investment history

Dobbin investors
InvestorRounds
SoftlandiaEarly Stage VC

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 27, 2026

    Raised an early stage venture capital round.

  • Aug 5, 2025

    $400K raised in Seed round.

Dobbin Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Dobbin Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range8
Year Founded2025
Last FundingMar 27, 2026

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