Investipal
PrivateLast Round
Accelerator
May 12, 2025
Company Overview
Investipal is a financial software company that provides an AI-driven wealth management platform designed to automate workflows for financial advisors, including client onboarding, portfolio management, and compliance.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Investment Platforms, Compliance & Risk, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Payment Processing Fee
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Investipal Comparables
Compare Investipal with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Flow Advisor Solutions Inc. | 81% | |
| Ziggma | 81% | |
| Sherpas | 79% | |
Investipal Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | May 12, 2025 |
Investipal Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Founders Arena | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 17, 2026
Monthly visitors increased 45% MoM.
- May 12, 2025
The Founders Arena led the Accelerator round.
Investipal 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 Investipal's valuation, stock price, and market status.