Finax
PrivateLast Round
Private Placement
Dec 16, 2021
Est. Valuation
$105.79M
Company Overview
Finax is a fintech company that provides a robo-advisory platform for automated and passive investing in ETF portfolios for individuals.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Platform-as-a-Service, Personal Finance
Business Model
B2C
Customer Profile
Payment Processing Fee, Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finax Comparables
Compare Finax with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Direct Fondee | 87% | |
| inbestMe | 85% | |
| Indexa Capital | 83% | |
Finax Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Placement | Dec 16, 2021 | ||||
| VC Round | Jun 14, 2021 | ||||
| VC Round | Mar 14, 2019 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 16, 2021
$9.5M raised in a Private Placement round.
- Jun 14, 2021
Raised $1.81M in a VC round.
Finax Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Finax's valuation, stock price, and market status.