FundGuard
PrivateLast Round
Series C
Mar 25, 2024
Est. Valuation
$400M
Total Funding Raised
$156M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
FundGuard is a fintech company that provides an AI-powered, cloud-native investment accounting platform for asset managers, custodian banks, and fund administrators.
Sector
FinTech
Verticals
Investment Platforms, Accounting & Expense, Wealth Management, Data Integration
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FundGuard Comparables
Compare FundGuard with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Clearwater Analytics | 80% | |
| NeoXam | 75% | |
| SS&C Technologies Holdings Inc | 74% | |
FundGuard Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Mar 25, 2024 | ||||
| Series B | Apr 19, 2022 | ||||
| Series A | Feb 23, 2021 | ||||
| Seed | Oct 18, 2018 |
Key People
Founding team and executive leadership
FundGuard Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Team8 | Series B, Series C, Series A |
| Hamilton Lane | Series C |
| Blumberg Capital | Series B, Series C, Seed, Series A |
| Key1 Capital | Series C |
| Euclidean Capital | Series C |
| State Street | Series C, Series B |
| LionBird | Series B, Seed, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors increased 81% MoM, reaching 4.4K.
- Mar 1, 2026
Named to Forbes' 2025 "Next Billion Dollar Startups" list.
FundGuard 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 FundGuard's valuation, stock price, and market status.