Quantfolio
PrivateLast Round
Series A
Jan 11, 2022
Est. Valuation
$22.6M
Total Funding Raised
$9.53M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Quantfolio is a fintech company that provides intelligent workflow and investment management software for banks and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Quantfolio Comparables
Compare Quantfolio with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| 3rd-eyes analytics | 86% | |
| InvestSuite | 86% | |
| WealthObjects | 82% | |
Quantfolio Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jan 11, 2022 | ||||
| Early Funding | Oct 15, 2020 | ||||
| Corporate Funding | Mar 17, 2017 |
Key People
Founding team and executive leadership
Quantfolio Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Storebrand Asset Management | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2026
Monthly visitors grew 3036% MoM, from 67 to 2.1K.
- Jan 11, 2022
Raised $8M led by Storebrand Asset Management.
Quantfolio 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 Quantfolio's valuation, stock price, and market status.