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PrimeInvestor

PrimeInvestor

Private

Last Round

Seed

Apr 21, 2026

Total Funding Raised

$2M

Company Overview

PrimeInvestor is a financial services company that provides portfolio management services and independent, research-driven investment recommendations for stocks, mutual funds, and ETFs.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Financial Data, Personal Finance

Business Model

B2C

Customer Profile

Services & Consulting

AI Layer

Non-AI

Keywords

portfolio management servicesPMSwealth managementfee-only advisorinvestment researchrobo-advisorsmallcasedirect-to-consumer financefinancial planning toolsHNI investmentDIY investingmutual fund researchfintech platformzero-commission investingwealthtech

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.

PrimeInvestor Comparables

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

PrimeInvestor comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Wright Research
87%
Marcellus Investment Managers
76%
PowerUp Money
76%

PrimeInvestor Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedApr 21, 2026

Key People

Founding team and executive leadership

D B Balachandran

COO

Executive Team

PrimeInvestor Investors

Notable investors and investment history

PrimeInvestor investors
InvestorRounds
Rainmatter Capital FundSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 2, 2026

    Grew 16% QoQ, from 19 to 22 employees.

  • Jan 16, 2026

    Grew 62% QoQ, from 13 to 21 employees.

PrimeInvestor Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
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PrimeInvestor Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersChennai
Employee Range22
Year Founded2020
Last FundingApr 21, 2026

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