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Nitrogen

Nitrogen

Private
Auburn, CaliforniaFinTechhttps://nitrogenwealth.com/

Last Round

Private Equity

Aug 25, 2021

Est. Valuation

$305M

Total Funding Raised

$23.5M

Company Overview

Nitrogen is a business/productivity software company that provides a growth platform for wealth management firms, helping advisors with client engagement, risk alignment, and proposal generation.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Compliance & Risk, Sales Enablement, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

financial advisor softwarewealthtech platformrisk tolerance assessmentrisk profiling softwareclient engagement platformRisk Numberadvisor copilotAI for financial advisorsadvisor techportfolio analysisB2B SaaSproposal generationRIA softwareretirement income modelingwealthtech API

Historical Pricing

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Caplight Momentum Score

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Nitrogen Comparables

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Nitrogen comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Orion Advisor Solutions
82%
StratiFi
81%
Tolerisk
80%

Nitrogen Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityAug 25, 2021
Series AOct 31, 2016

Key People

Founding team and executive leadership

Dan Zitting

Chief Executive Officer

Executive Team

Jesse Rosato

Chief Technology Officer

Executive Team

Micaela Barraza

COO

Executive Team

Justin Boatman

Chief Marketing Officer & Head Of Product Strategy, Chief Product Officer

Executive Team

Nitrogen Investors

Notable investors and investment history

Nitrogen investors
InvestorRounds
FTV CapitalSeries A
Hg CapitalPrivate Equity
Harbor Street VenturesSeed
Pallasite VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 1, 2025

    Monthly visitors increased 36% MoM.

  • Aug 25, 2021

    Hg Capital led a $305M round.

Nitrogen Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Nitrogen Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersAuburn, California
Employee Range215
Year Founded2011
Last FundingAug 25, 2021

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