Formidium
PrivateLast Round
Convertible Debt
Nov 18, 2021
Total Funding Raised
$3.5M
Company Overview
Formidium is a financial technology company that provides fund administration services and proprietary back-office technology for alternative investment funds.
Sector
FinTech
Verticals
Wealth Management, Accounting & Expense, Compliance & Risk, Document Management
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Formidium Comparables
Compare Formidium with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Opus Fund Services | 86% | |
| NAV Fund Services | 82% | |
| Petra Funds Group | 81% | |
Formidium Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Convertible Debt | Nov 18, 2021 |
Key People
Founding team and executive leadership
Formidium Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Woodstock Fund | Convertible Debt |
| Bodhi Tree Asset Management | Convertible Debt |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 25, 2026
Opened new offices in Europe with support from gunnercooke.
- Sep 23, 2025
Attended the HFM US Services Awards 2025.
Formidium Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Formidium's valuation, stock price, and market status.