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, Compliance, Personal Finance, Vertical SaaS
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
Sumly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Techstars | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 12, 2026
Monthly visitors grew 82% MoM, from 891 to 1.6K.
- Jun 23, 2026
Added Calendly, LLC, a technology/SaaS company, as a customer.
Sumly Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Sumly's valuation, stock price, and market status.
Is Sumly a public or private company?
Sumly is a private company.
What is the current stock price of Sumly?
Sumly is a private company, so its shares have no public market price. Caplight tracks Sumly's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Sumly worth (valuation)?
Valuation information for Sumly is not publicly available.
Can I buy Sumly stock?
Sumly shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Sumly's last funding round?
Sumly's most recent funding round was Accelerator on March 9, 2026.
Who are the main investors in Sumly?
Key investors in Sumly include Techstars.
Will Sumly IPO soon?
No public IPO plans have been announced for Sumly.
How can I track Sumly secondary market activity?
Caplight tracks bids, offers, and trades in Sumly's shares on secondary markets.