Formulary Financial
PrivateLast Round
Seed
Jan 20, 2026
Total Funding Raised
$8.82M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Formulary Financial is a financial software company that provides an AI-native fund administration platform to support asset managers with data management, accounting, and operational workflows.
Sector
FinTech
Verticals
Accounting & Expense, Wealth Management, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Formulary Financial Comparables
Compare Formulary Financial with similar companies based on industry and business-model similarity.
Formulary Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 20, 2026 | ||||
| Seed | Apr 30, 2025 |
Formulary Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Ventures | Seed |
| Company Ventures | Seed |
| Khosla Ventures | Seed |
| Company Ventures | Seed |
| Acrew Capital | Seed |
| Serena Ventures | Seed |
| Alumni Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 20, 2026
$4.6M raised in Seed round.
Formulary Financial 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 Formulary Financial's valuation, stock price, and market status.