Candidly
PrivateLast Round
Series B
Mar 7, 2023
Total Funding Raised
$46.45M
Momentum
Top 10%
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 Comps
Public and private peers based on 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 |
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 |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Candidly's valuation, stock price, and market status.