Fintary

Fintary

Private
San Francisco, CaliforniaFinTechhttps://fintary.com

Last Round

Series A

Nov 5, 2025

Total Funding Raised

$10M

Momentum Score

25 /100

Company Overview

Fintary is a financial software company that provides an AI-powered revenue growth platform for insurance organizations to automate commission processing and financial operations.

Sector

FinTech

Verticals

InsurTech, Vertical SaaS, Accounting & Expense, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

commission managementcommission automationinsurance commissionssales commission softwarerevenue reconciliationagent payoutsInsurTechinsurance finance automationVertical SaaScommission reportingwhite-label agent portalagency management system integrationAMS integrationB2B SaaSAI-powered automation

Historical Pricing

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Caplight Momentum Score

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Fintary Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Fintary Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series ANov 5, 2025

Key People

Founding team and executive leadership

Michael Lee

Co-Founder CTO

Founding Team

Fintary Investors

Notable investors and investment history

InvestorRounds
Infinity VenturesSeries A
Sierra VenturesSeries A
Infinity VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 5, 2025

    $10M round completed.

Fintary Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Fintary Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range26
Year Founded2021
Last FundingNov 5, 2025

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