Fiduciary In A Box
PrivateLast Round
Accelerator
Mar 12, 2024
Company Overview
Fiduciary In A Box is a business software company that provides a SaaS platform designed to help employers establish and document fiduciary processes for managing ERISA health and retirement plans.
Sector
FinTech
Verticals
Compliance & Risk, Wealth Management, RegTech, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiduciary In A Box Comparables
Compare Fiduciary In A Box with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Pension Resource Institute | 83% | |
| Fiduciary Compliance Corporation | 83% | |
| PlanTools | 76% |
Fiduciary In A Box Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Mar 12, 2024 |
Key People
Founding team and executive leadership
Fiduciary In A Box Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Harvard Alumni Entrepreneurs | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 4, 2025
Monthly visitors increased 308% MoM, reaching 633.
- Mar 12, 2024
Received funding from Harvard Alumni Entrepreneurs.
Fiduciary In A Box Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Request accessFrequently Asked Questions
Common questions about Fiduciary In A Box's valuation, stock price, and market status.
Is Fiduciary In A Box a public or private company?
Fiduciary In A Box is a private company.
What is the current stock price of Fiduciary In A Box?
Fiduciary In A Box is a private company, so its shares have no public market price. Caplight tracks Fiduciary In A Box's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Fiduciary In A Box worth (valuation)?
Valuation information for Fiduciary In A Box is not publicly available.
Can I buy Fiduciary In A Box stock?
Fiduciary In A Box shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Fiduciary In A Box's last funding round?
Fiduciary In A Box's most recent funding round was Accelerator on March 12, 2024.
Who are the main investors in Fiduciary In A Box?
Key investors in Fiduciary In A Box include Harvard Alumni Entrepreneurs.
Will Fiduciary In A Box IPO soon?
No public IPO plans have been announced for Fiduciary In A Box.
How can I track Fiduciary In A Box secondary market activity?
Caplight tracks bids, offers, and trades in Fiduciary In A Box's shares on secondary markets.