FusionIQ

Private

Woburn, MassachusettsFinTechhttps://fusioniq.io/

Last Round

Strategic

Jun 11, 2025

Est. Valuation

$66.67M

Total Funding Raised

$2M

Company Overview

FusionIQ is a financial software company that provides a digital wealth management platform for financial institutions and advisors.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Digital Banking

Business Model

B2B2C

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

wealth management platformwealthtechdigital onboardingfinTAMPdigital advicewhite-label wealth platforminvestment workflow automationSaaS wealth managementB2B2C fintechaccount opening softwareinvestment marketplaceadvisor toolscloud-native fintechRIA softwarewealth management API

Historical Pricing

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FusionIQ Comps

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FusionIQ comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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FusionIQ Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Strategic	Jun 11, 2025
VC Round	Oct 9, 2024

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Key People

Founding team and executive leadership

Eric Noll

Chair & CEO

Executive Team

Gerard Conlon

Advisor to Chief Executive Officer

Executive Team

John Kimbro

Chief Technology Officer

Executive Team

CPA/CFE Michael Duprez

Chief Financial Officer

Executive Team

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FusionIQ Investors

Notable investors and investment history

FusionIQ investors
Investor	Rounds
Oak Ridge Management Group	VC Round
The Raptor Group	VC Round
Gideon Strategic Partners	VC Round

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FusionIQ Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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FusionIQ Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersWoburn, Massachusetts

Employee Range41

Year Founded2008

Last FundingJun 11, 2025

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