Fundment

Fundment

Private

Last Round

Series C

Jan 20, 2025

Total Funding Raised

$4.25M

Momentum Score

50 /100

Company Overview

Fundment is a financial software company that provides a white-label wealth management platform designed to offer discretionary fund management and digital investment services for financial advisers.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, RegTech, Platform-as-a-Service

Business Model

B2B2C

Customer Profile

Payment Processing Fee

AI Layer

Non-AI

Keywords

investment wrap platformwrap platformwealthtechfinancial adviser platformmanaged portfolio serviceMPSadviser techportfolio management softwarewhite-label platformSIPP platformtax wrapperscustody servicescustom indexingplatform-as-a-servicePaaSAPI integrationsISA platform

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Fundment Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Fundment Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series CJan 20, 2025
Series AJul 7, 2020
Early FundingJun 1, 2019
SeedJun 27, 2017

Key People

Founding team and executive leadership

Ola Abdul

CEO

Executive Team

Fundment Investors

Notable investors and investment history

InvestorRounds
NFT VenturesSeed
ETFS CapitalSeries C, Series A
Highland EuropeSeries C

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 21, 2025

    Received the Editor's Choice Award at the Financial Adviser Service Awards 2025.

  • Nov 21, 2025

    Received two awards at the Financial Adviser Service Awards 2025.

Fundment Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Fundment Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersLondon
Employee Range71
Year Founded2014
Last FundingJan 20, 2025

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