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Finalytics.ai

Finalytics.ai

Private
San Francisco, CaliforniaFinTechhttps://finalytics.ai/

Last Round

Seed

May 1, 2026

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Finalytics.ai is an enterprise software company that provides an AI-driven personalization platform designed to help credit unions and community banks deliver tailored digital experiences to their customers.

Sector

FinTech

Verticals

Digital Banking, Personalization, Customer Experience, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

personalization enginedigital bankingfintechcustomer lifetime valueCLVpredictive analyticsjourney orchestrationvertical SaaSbanking personalizationAI bankingintent modelingcredit union softwaredynamic rate managementmartechfintech personalization

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Finalytics.ai Comparables

Compare Finalytics.ai with similar companies based on industry and business-model similarity.

Finalytics.ai comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
DeepTarget Inc.
84%
Prisma Campaigns
80%
Micronotes
79%

Finalytics.ai Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMay 1, 2026

Key People

Founding team and executive leadership

Craig McLaughlin

CEO

Executive Team

Finalytics.ai Investors

Notable investors and investment history

Finalytics.ai investors
InvestorRounds
One Washington FinancialSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 1, 2026

    Grew 38% QoQ, from 13 to 18 employees.

  • May 4, 2026

    Grew 70% QoQ from 10 to 17 employees.

Finalytics.ai Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Finalytics.ai Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range19
Year Founded2021
Last FundingMay 1, 2026

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