InvestSuite
PrivateLast Round
Recap
Sep 16, 2024
Total Funding Raised
$14.08M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
InvestSuite is a wealthtech company that provides B2B white-label digital investment solutions for financial institutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestSuite Comparables
Compare InvestSuite with similar companies based on industry and business-model similarity.
InvestSuite Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Recap | Sep 16, 2024 | ||||
| Series A | Sep 14, 2022 | ||||
| Seed | Dec 23, 2020 | ||||
| Seed | Apr 2, 2020 | ||||
| Seed | Nov 13, 2018 |
InvestSuite Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| PMV | Series A, Seed |
| De Cronos Groep | Series A |
| AB Xelerate | Seed |
| 365.fintech | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 21, 2026
Monthly visitors increased 47% MoM.
InvestSuite 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 |
Frequently Asked Questions
Common questions about InvestSuite's valuation, stock price, and market status.