Identifee

Identifee

Private
Los Angeles, CaliforniaFinTechhttps://www.identifee.com

Last Round

Seed

Oct 29, 2025

Total Funding Raised

$8.56M

Momentum Score

25 /100

Company Overview

Identifee is a technology company that provides an AI-powered customer engagement platform for the financial services industry. Built by former bankers, the platform is designed to help U.S. banks and credit unions enhance client conversations, automate manual tasks, and deliver better outcomes for their commercial customers. The system integrates functionalities such as CRM, generative AI, business intelligence, prospecting, and learning management into a single solution. It aims to simplify complex data from multiple systems, turning it into actionable insights for working capital improvement and peer benchmarking. The company serves over 170 financial institutions.

Sector

FinTech

Verticals

CRM, Vertical SaaS, Business Intelligence, Workflow Automation, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

banking CRMfinancial services platformvertical SaaSAI for bankersworkflow automationcommercial banking softwarecredit union softwaresales enablementbanking analyticsAI CRMgenerative AI assistantprospecting toolsdigital sales roomunified banking platformAI role-play

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Caplight Momentum Score

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Identifee Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Identifee Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedOct 29, 2025
Series AApr 18, 2023

Identifee Investors

Notable investors and investment history

InvestorRounds
GaingelsSeed
Altari VenturesSeries A
EOM InvestmentsSeries A
Ocean Azul PartnersSeed, Series A
10X CapitalSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 9, 2025

    Will showcase productivity platform at TechCrunch Disrupt 2025.

  • Mar 19, 2025

    Received the Innovation in Payments Award.

Identifee Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Identifee Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Identifee's valuation, stock price, and market status.

Firmographic Details

HeadquartersLos Angeles, California
Employee Range25
Year Founded2017
Last FundingOct 29, 2025

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