Sumly
PrivateLast Round
Accelerator
Mar 9, 2026
Total Funding Raised
$220,000
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Sumly is a financial software company that provides an artificial intelligence-driven financial management application designed for automated expense categorization and tax estimation.
Sector
FinTech
Verticals
Accounting & Expense, Vertical SaaS, RegTech, Workflow Automation
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sumly Comparables
Compare Sumly with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Keeper | 88% | |
| FlyFin AI | 87% | |
| Zoom Communications, Inc. | 80% | |
Sumly Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Mar 9, 2026 |
Sumly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Techstars | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 12, 2026
Monthly visitors grew 200% MoM, reaching 4.9K.
- Apr 21, 2025
Grew 100% QoQ from 3 to 6 employees.
Sumly 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 Sumly's valuation, stock price, and market status.