Investipal

Private

Toronto, OntarioFinTechhttps://www.investipal.co/

Last Round

Accelerator

May 12, 2025

Momentum

Top 50%

of companies Caplight tracks

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, Vertical SaaS, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium, Payment Processing Fee

AI Layer

Application

Keywords

wealth management platformfinancial advisor softwareAdvisorTechWealthTechAI for wealth managementRIA softwareworkflow automationAI proposal generationclient onboarding automationportfolio management softwareadvisor billing softwarebrokerage statement scannerInvestment Policy Statement generationIPS generationwhite-label wealth platformretail investor platform

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Investipal Comps

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

Investipal comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Investipal Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Accelerator	May 12, 2025

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Key People

Founding team and executive leadership

Cameron Howe

Co-Founder, CEO

Founding Team

Investipal Investors

Notable investors and investment history

Investipal investors
Investor	Rounds
The Founders Arena	Accelerator

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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.

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Investipal Filings

SEC and related filings with document metadata.

Data table
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
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Investipal Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersToronto, Ontario

Employee Range8

Year Founded2022

Last FundingMay 12, 2025

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