Obsidian Technologies
PrivateMomentum
Top 25%
of companies Caplight tracks
Company Overview
Obsidian Technologies is a fintech company that provides an AI-powered practice management platform for financial advisers.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Document Management, NLP & Conversational AI, Vertical SaaS
Business Model
B2B
Customer Profile
Freemium, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Obsidian Technologies Comparables
Compare Obsidian Technologies with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Automwrite Ltd | 91% | |
| AdvisoryAI | 88% | |
| PlannerPal | 87% | |
Obsidian Technologies Funding Rounds
Historical fundraising activity
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 30, 2026
Monthly visitors increased 42% MoM.
- Jun 20, 2026
Monthly visitors grew 94% MoM, reaching 12.3K.
Obsidian Technologies Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Obsidian Technologies's valuation, stock price, and market status.