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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

Momentum

Top 5%

of companies Caplight tracks

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, Compliance & Risk, 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

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Nitrogen Comparables

Compare Nitrogen with similar companies based on industry and business-model similarity.

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.

  • Oct 6, 2026

    Open roles increased from 0 to 90, representing 43% of headcount.

  • Sep 13, 2026

    Monthly visitors increased 30% MoM, reaching 84.3K.

Nitrogen Filings

Explore SEC and related filing metadata, where available.

Nitrogen filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Nitrogen a public or private company?

Nitrogen is a private company.

What is the current stock price of Nitrogen?

Nitrogen is a private company, so its shares have no public market price. Caplight tracks Nitrogen's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Nitrogen worth (valuation)?

Nitrogen's valuation is estimated at $305.0M based on funding round data.

Can I buy Nitrogen stock?

Nitrogen shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Nitrogen's last funding round?

Nitrogen's most recent funding round was Private Equity on August 25, 2021.

Who are the main investors in Nitrogen?

Key investors in Nitrogen include FTV Capital, Hg Capital.

Will Nitrogen IPO soon?

No public IPO plans have been announced for Nitrogen.

How can I track Nitrogen secondary market activity?

Caplight tracks bids, offers, and trades in Nitrogen's shares on secondary markets.

Firmographic Details

HeadquartersAuburn, California
Employee Range207
Year Founded2011
Last FundingAug 25, 2021

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