Fundvisory SAS
PrivateLast Round
VC Round
Jul 12, 2018
Total Funding Raised
$340,000
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Fundvisory SAS is a fintech company that provides white-label robo-advisory software and digital investment solutions for financial institutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, InsurTech, Compliance & Risk, CRM
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fundvisory SAS Comparables
Compare Fundvisory SAS with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| InvestSuite | 82% | |
| investify TECH | 81% | |
| Gambit Financial Solutions | 79% | |
Fundvisory SAS Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| VC Round | Jul 12, 2018 | ||||
| Seed | Jun 15, 2016 |
Fundvisory SAS Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Macif | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors grew 310% MoM.
Fundvisory SAS 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 Fundvisory SAS's valuation, stock price, and market status.