Fundment
PrivateLast Round
Series C
Jan 17, 2025
Total Funding Raised
$4.25M
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
Wealth Management, Investment Platforms, Workflow Automation
Business Model
B2B2C
Customer Profile
Payment Processing Fee, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fundment Comparables
Compare Fundment with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Nucleus Financial Platforms | 88% | |
| P1 Investment Services | 85% | |
| Novia Financial Holdings | 83% | |
Fundment Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Jan 17, 2025 | ||||
| Series A | Jul 7, 2020 | ||||
| Early Funding | Jun 1, 2019 | ||||
| Seed | Jun 27, 2017 |
Fundment Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| NFT Ventures | Seed |
| ETFS Capital | Series C, Series A |
| Highland Europe | Series 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.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Fundment's valuation, stock price, and market status.