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Lucid Financials

Lucid Financials

Private
New York City, New YorkFinTechhttps://www.lucid.now/

Last Round

Accelerator

Nov 24, 2025

Total Funding Raised

$120,000

Company Overview

Lucid Financials is a financial services company that provides an AI-powered platform for bookkeeping, tax services, and virtual CFO support tailored for startups and small businesses.

Sector

FinTech

Verticals

Accounting & Expense, Compliance, Business Intelligence, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

virtual CFOautomated bookkeepingstartup financeR&D tax creditAI accountingfinancial forecastingfractional CFOtech-enabled accountingSaaS financecash runwayinvestor reportingback-office automationfinancial copilottax complianceCFO as a service

Historical Pricing

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Caplight Momentum Score

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Lucid Financials Comparables

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Lucid Financials comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Zeni Inc.
85%
Finta
85%
Fincent
85%

Lucid Financials Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorNov 24, 2025

Key People

Founding team and executive leadership

Tomer Lankri

Co-Founder & CTO

Founding Team

Erez Lankri

Co-Founder & CEO

Founding Team

Dmytro C

CFO

Executive Team

Lucid Financials Investors

Notable investors and investment history

Lucid Financials investors
InvestorRounds
RevTech LabsAccelerator

Lucid Financials Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Lucid Financials Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNew York City, New York
Employee Range9
Year FoundedN/A
Last FundingNov 24, 2025

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