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iFactFind

iFactFind

Private

Company Overview

iFactFind is an advice technology company that provides a digital client data collection and management platform for financial advisers.

Sector

FinTech

Verticals

Wealth Management, Compliance & Risk, Vertical SaaS, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

fact-find softwareclient onboardingfinancial planning softwarewealth management softwarecompliance softwaredata collection platformAPIfintechvertical SaaSworkflow automationdigital onboardingstatement of adviceSoAregtechadviser tech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

iFactFind Comparables

Compare iFactFind with similar companies based on industry and business-model similarity.

iFactFind comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Lens Fact Find
89%
Plutosoft
88%
Moneysoft
85%

iFactFind Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Sahil Matta

CTO (Co-Founder)

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 3, 2026

    Monthly visitors increased 40% MoM.

  • Nov 7, 2025

    Monthly visitors grew 330% MoM, reaching 6K.

iFactFind Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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iFactFind Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersMelbourne
Employee Range8
Year FoundedN/A
Last Funding

Institutional Data Access

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