Pulse360
PrivateLast Round
Accelerator
Mar 1, 2020
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Pulse360 is a fintech company that provides a SaaS platform designed to automate and streamline meeting preparations, follow-ups, and financial advice documentation for financial advisors.
Sector
Enterprise Software
Verticals
Vertical SaaS, Wealth Management, Workflow Automation, NLP & Conversational AI, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Pulse360 Comparables
Compare Pulse360 with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vega Minds | 90% | |
| YourStake | 89% | |
| Advisor.AI | 89% | |
Pulse360 Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Mar 1, 2020 |
Pulse360 Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Calm Company Fund | Seed |
| University of California, Riverside | Accelerator |
| Expert Dojo | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 25, 2026
Monthly visitors grew 33% MoM, reaching 22.8K.
- Jul 9, 2025
Monthly visitors increased 63% MoM, reaching 23.9K.
Pulse360 Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Pulse360's valuation, stock price, and market status.