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Financial Wellness Labs, Inc.

Financial Wellness Labs, Inc.

Private
Charleston, South CarolinaFinTechhttps://financialwellnesslabs.com/

Last 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

Personal Finance, HR, Wealth Management, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial wellness platformemployee financial wellnessfinancial coachingfinwellemployee benefithuman financial coachingB2B SaaScertified financial plannerHR techpersonal finance appbenefits platformbudgeting toolPEPM billingwhite-label financial wellness

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Financial Wellness Labs, Inc. Comparables

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Financial Wellness Labs, Inc. comparables — related companies by embedding similarity
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SmartPath
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LearnLux
90%

Financial Wellness Labs, Inc. Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedFeb 10, 2025
Series AOct 2, 2017
AngelJan 15, 2016
SeedAug 31, 2015

Key People

Founding team and executive leadership

Lynn Raynault

CEO

Executive Team

Financial Wellness Labs, Inc. Investors

Notable investors and investment history

Financial Wellness Labs, Inc. investors
InvestorRounds
Good Growth CapitalSeries A
Capital A PartnersAngel

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

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Financial Wellness Labs, Inc. filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Financial Wellness Labs, Inc.'s valuation, stock price, and market status.

Is Financial Wellness Labs, Inc. a public or private company?

Financial Wellness Labs, Inc. is a private company.

What is the current stock price of Financial Wellness Labs, Inc.?

Financial Wellness Labs, Inc. is a private company, so its shares have no public market price. Caplight tracks Financial Wellness Labs, Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Financial Wellness Labs, Inc. worth (valuation)?

Valuation information for Financial Wellness Labs, Inc. is not publicly available.

Can I buy Financial Wellness Labs, Inc. stock?

Financial Wellness Labs, Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Financial Wellness Labs, Inc.'s last funding round?

Financial Wellness Labs, Inc.'s most recent funding round was Seed on February 10, 2025.

Who are the main investors in Financial Wellness Labs, Inc.?

Key investors in Financial Wellness Labs, Inc. include Good Growth Capital, Capital A Partners.

Will Financial Wellness Labs, Inc. IPO soon?

No public IPO plans have been announced for Financial Wellness Labs, Inc..

How can I track Financial Wellness Labs, Inc. secondary market activity?

Caplight tracks bids, offers, and trades in Financial Wellness Labs, Inc.'s shares on secondary markets.

Firmographic Details

HeadquartersCharleston, South Carolina
Employee Range8
Year Founded2004
Last FundingFeb 10, 2025

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