FusionIQ
PrivateLast 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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FusionIQ Comparables
Compare FusionIQ with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| AdvisorEngine | 84% | |
| SigFig | 83% | |
| GeoWealth | 78% | |
FusionIQ Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Jun 11, 2025 | ||||
| VC Round | Oct 9, 2024 |
Key People
Founding team and executive leadership
FusionIQ Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Oak Ridge Management Group | VC Round |
| The Raptor Group | VC Round |
| Gideon Strategic Partners | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 11, 2025
$2M round led by Siebert Financial Corp.
- Nov 13, 2024
Monthly visitors grew 169% MoM, reaching 3.5K.
FusionIQ 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 FusionIQ's valuation, stock price, and market status.