ModernFi

ModernFi

Private
New York City, New YorkFinTechhttps://www.modernfi.com

Last Round

Series B

Sep 3, 2025

Total Funding Raised

$53.2M

Momentum Score

25 /100

Company Overview

ModernFi is a financial services company that operates a deposit network to offer enhanced insurance for depositors while helping institutions attract and retain high-value deposits for improved growth and stability.

Sector

FinTech

Verticals

Corporate Banking, Digital Banking, RegTech, Financial Data, Wealth Management

Business Model

B2B

Customer Profile

Marketplace Commission, Data as a Service, Subscription SaaS

AI Layer

Non-AI

Keywords

deposit networksweep networkextended deposit insurancebalance sheet managementdeposit sweepsliquidity managementbanktechreciprocal depositsdeposit marketplaceCUSObanking infrastructuredeposit sourcingextended FDIC insuranceextended NCUA insurancebrokered CDsbanking API

Historical Pricing

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Caplight Momentum Score

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ModernFi Comps

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

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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ModernFi Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series BSep 3, 2025
Series AJan 23, 2024
SeedFeb 14, 2023

Key People

Founding team and executive leadership

Paolo Bertolotti

Founder And CEO

Founding Team

ModernFi Investors

Notable investors and investment history

InvestorRounds
Andreessen HorowitzSeries B, Series A, Seed
Curql FundSeries B
Regions Financial Corp.Series A
Remarkable VenturesSeries B, Series A
First Horizon BankSeries A
Curql CollectiveSeries B
Canapi VenturesSeries B, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Dec 3, 2025

    Added key.com, a banking enterprise, as a customer.

  • Dec 3, 2025

    Added Hudson Valley Credit Union as a customer.

ModernFi Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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ModernFi Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range50
Year Founded2022
Last FundingSep 3, 2025

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