Hazeltree
PrivateLast Round
Strategic
Aug 23, 2022
Total Funding Raised
$28M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Hazeltree is a financial technology company that provides cloud-based treasury, liquidity, and portfolio management solutions for the alternative asset and investment management industries.
Sector
FinTech
Verticals
Vertical SaaS, Wealth Management, Investment Platforms, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Hazeltree Comparables
Compare Hazeltree with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Indus Valley Partners | 80% | |
| Transcend | 79% | |
| CloudMargin | 73% | |
Hazeltree Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Aug 23, 2022 | ||||
| Series A | Aug 23, 2022 | ||||
| Strategic | Oct 3, 2019 | ||||
| Buyout/LBO | Dec 16, 2009 |
Key People
Founding team and executive leadership
Hazeltree Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Hamilton Lane | Series A, Strategic |
| FINTOP Capital | Strategic |
| Bendigo Partners | Buyout/LBO |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 1, 2025
Platform facilitates $8 billion in daily transactions.
- Nov 1, 2025
Platform now used by over 500 investment firms.
Hazeltree 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 |