Candidly
PrivateLast Round
Series B
Mar 7, 2023
Total Funding Raised
$46.45M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Candidly is a financial technology company that provides an AI-driven platform for student debt and savings optimization, enabling employers and financial institutions to offer comprehensive financial wellness benefits.
Sector
FinTech
Verticals
HR, Lending & Credit, Personal Finance, Vertical SaaS
Business Model
B2B2C
Customer Profile
Subscription SaaS, Marketplace Commission, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Candidly Comparables
Compare Candidly with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Savi | 89% | |
| Tuition.io | 88% | |
| Vestwell | 82% | |
Candidly Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Mar 7, 2023 | ||||
| Series A Extension | Mar 3, 2021 | ||||
| Series A | Mar 6, 2019 | ||||
| Accelerator | Jun 18, 2018 | ||||
| Seed | Jan 1, 2018 | ||||
Seed | Dec 1, 2017 |
Key People
Founding team and executive leadership
Candidly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Financial Solutions Lab | Accelerator |
| Unum Ventures | Series B |
| SixThirty Ventures | Series A Extension, Series A |
| Salesforce Ventures | Series B, Series A Extension, Series A |
| Reach Capital | Series A |
| Vulcan Capital | Series A Extension, Series A |
| Rethink Impact | Series B, Series A Extension, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 12, 2026
NerdWallet acquired College Finance Company LLC.
- Mar 3, 2026
Positioned to serve over 35 million Americans through partnerships.
Candidly 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 Candidly's valuation, stock price, and market status.