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FinTurk Inc.

FinTurk Inc.

Private

Last Round

Seed Round

Aug 26, 2026

Momentum

Top 25%

of companies Caplight tracks

Company Overview

FinTurk Inc. is a business software company that provides an AI-native CRM platform designed to streamline operations and automate workflows for financial advisors.

Sector

FinTech

Verticals

Wealth Management, CRM, Workflow Automation, NLP & Conversational AI, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

wealth management CRMregistered investment advisorRIAAI-native CRMvertical SaaSworkflow automationAI financial assistantfintech CRMportfolio trackingAI copilotwealthtechSaaS subscriptionSOC 2 compliancegenerative AIadvisory operations

Historical Pricing

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Caplight Momentum Score

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FinTurk Inc. Comparables

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

FinTurk Inc. comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Altitude CRM
94%
ARQA
87%
Focal
84%

FinTurk Inc. Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Seed RoundAug 26, 2026

Key People

Founding team and executive leadership

Mitchell Bratina

Founder & Chief Executive Officer (CEO)

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 26, 2026

    $23K seed round completed.

  • Jul 28, 2026

    Grew 43% QoQ from 7 to 10 employees.

FinTurk Inc. Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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FinTurk Inc. Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersIllinois
Employee Range10
Year Founded2023
Last FundingAug 26, 2026

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