NEWCaplight raises a $16M Series A, led by BlackRock and Fin Capital →
Skip to main content
Caplight Logo









Fintary

Fintary

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

Last Round

Series A

Nov 5, 2025

Total Funding Raised

$12.8M

Momentum

Top 25%

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

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Fintary Comps

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

Fintary comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

View Full Comps Set

Access detailed peer comparisons, multiples, and valuation benchmarks.

Fintary Funding Rounds

Historical fundraising activity

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

Key People

Founding team and executive leadership

Michael Lee

Co-Founder CTO

Founding Team

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.

  • Nov 5, 2025

    $10M round completed.

Fintary Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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

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 Range32
Year Founded2021
Last FundingNov 5, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.