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Fintary

Fintary

Private
San Francisco, CaliforniaEnterprise Softwarehttps://www.fintary.com/

Last Round

Series A

Nov 5, 2025

Total Funding Raised

$12.8M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Fintary is an insurance software company that provides an AI-powered revenue growth and commission management platform for insurance organizations.

Sector

Enterprise Software

Verticals

InsurTech, Vertical SaaS, Accounting & Expense, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

insurtechcommission managementrevenue reconciliationvertical SaaSinsurance operationscommission automationAI document processingfinancial reportinginsurance brokerage softwareproducer portalcarrier statement ingestionback-office automationfinopsinsurance techagency management system

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Fintary Comparables

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

Fintary comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Comissio
77%
Commission Tracker Software LLC
76%
AgencyBloc
76%

Fintary Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ANov 5, 2025
SeedJun 1, 2023

Key People

Founding team and executive leadership

Qiyun Cai

Co-Founder & CEO

Founding Team

Fintary Investors

Notable investors and investment history

Fintary investors
InvestorRounds
Infinity VenturesSeries A
Sierra VenturesSeries A
Coelius CapitalSeed
Alumni VenturesSeed
Infinity VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 27, 2026

    Monthly visitors increased 112% MoM, reaching 2.8K.

  • Jul 16, 2026

    Grew 17% QoQ, from 29 to 34 employees.

Fintary Filings

SEC and related filings with document metadata.

Data table
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 Range34
Year Founded2021
Last FundingNov 5, 2025

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