Fispoke
PrivateLast Round
Seed
Dec 26, 2024
Total Funding Raised
$2M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Fispoke is a WealthTech company that provides an integrated private banking and lending platform for independent financial advisors, RIAs, and broker-dealers.
Sector
Enterprise Software
Verticals
Vertical SaaS
Business Model
B2B2C
Customer Profile
Revenue Share, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fispoke Comparables
Compare Fispoke with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Envestnet | 40% | |
| SkyView Partners | 35% | |
| Uptiq | 33% | |
Fispoke Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Dec 26, 2024 | ||||
| Seed | Jun 5, 2024 |
Key People
Founding team and executive leadership
Fispoke Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Founder's Chair | Seed |
| First Rate Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors increased 59% MoM.
- May 18, 2026
Monthly visitors grew 2618% MoM, from 56 to 1.5K.
Fispoke Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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 |
Frequently Asked Questions
Common questions about Fispoke's valuation, stock price, and market status.