Finterest, Inc.
PrivateLast Round
Pre Seed
Jun 1, 2026
Total Funding Raised
$100,000
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Finterest, Inc. is a FinTech company that provides an AI-powered client acquisition and outreach platform designed for financial advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Compliance & Risk, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finterest, Inc. Comparables
Compare Finterest, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FINNY | 82% | |
| Broadridge Financial Solutions | 71% | |
| Aidentified | 69% | |
Finterest, Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Jun 1, 2026 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 1, 2026
$100K raised in Pre Seed round.
Finterest, Inc. 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 Finterest, Inc.'s valuation, stock price, and market status.