Financial Wellness Labs, Inc.
PrivateLast Round
Seed
Feb 10, 2025
Total Funding Raised
$13.3M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Financial Wellness Labs, Inc. is a financial services company that provides a financial wellness platform for enterprises, combining technology with personalized coaching to reduce employee financial stress.
Sector
FinTech
Verticals
HR, Personal Finance, Business Intelligence, Wealth 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.
Financial Wellness Labs, Inc. Comparables
Compare Financial Wellness Labs, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| SmartPath | 92% | |
| Your Money Line | 91% | |
| LearnLux | 90% | |
Financial Wellness Labs, Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 10, 2025 | ||||
| Series A | Oct 2, 2017 | ||||
| Angel | Jan 15, 2016 | ||||
| Seed | Aug 31, 2015 |
Financial Wellness Labs, Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Good Growth Capital | Series A |
| Capital A Partners | Angel |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Open roles increased from 0 to 2, representing 25% of headcount.
- May 2, 2025
Monthly visitors grew 779% MoM, reaching 1.6K.
Financial Wellness Labs, Inc. 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 Financial Wellness Labs, Inc.'s valuation, stock price, and market status.