Endowus
PrivateLast Round
Early Funding
Oct 22, 2025
Total Funding Raised
$248.6M
Momentum Score
25 /100
Company Overview
Endowus is a financial services company that provides personalized investment solutions and access to institutional share-class funds at competitive fees, aimed at growing clients' wealth through expert financial advisory.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance, RegTech
Business Model
B2C
Customer Profile
Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Endowus Comps
Public and private peers based on sector, stage, and business model.
Endowus Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Oct 22, 2025 | ||||
| Series B Extension | Jan 9, 2025 | ||||
| Series C | Oct 22, 2023 | ||||
| Early Funding | Aug 9, 2023 | ||||
| Series A Extension | Nov 30, 2021 | ||||
Series A Extension | Jul 1, 2021 |
Key People
Founding team and executive leadership
Endowus Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Prosus | Series B Extension, Early Funding |
| Z Venture Capital | Series A Extension |
| MUFG Innovation Partners | Early Funding, Series B Extension |
| UBS Group AG | Series B Extension, Early Funding |
| Mitsubishi UFJ Financial Group | Series B Extension, Early Funding |
| Credit Suisse Asset Management | Early Funding |
| Citi Ventures | Series C, Early Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 3, 2026
Launched three iShares index-tracking funds from BlackRock.
- Mar 5, 2026
Launched WealthHERWay programme with a panel discussion.
Endowus Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Endowus's valuation, stock price, and market status.
