Raise Financial
PrivateLast Round
Series C
May 29, 2025
Est. Valuation
$1.1B
Total Funding Raised
$22M
Company Overview
Raise Financial is a fintech company that offers a membership-based investment product designed to help individuals build long-term wealth. For a monthly fee, the company makes a large principal investment in a diversified portfolio, such as the S&P 500, on behalf of the member, who is entitled to 100% of the investment's returns. The company's mission is to create innovative financial solutions to address economic challenges, particularly for younger generations finding it difficult to achieve traditional financial milestones. The service includes features like complimentary down-market protection.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Personal Finance, Subscription Commerce
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Raise Financial Comps
Public and private peers based on sector, stage, and business model.
Raise Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | May 29, 2025 | ||||
| Series A | Jan 25, 2022 | ||||
| Seed | Feb 24, 2021 |
Key People
Founding team and executive leadership
Raise Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| ChrysCapital | Series C |
| Mitsubishi UFJ Financial Group | Series C |
| Multi-Act Equity | Seed |
| Social Leverage | Seed |
| 3one4 Capital | Series A |
| Mirae Asset Venture Investments | Series A, Seed |
| Rocketship.vc | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 13, 2026
Year-long pilot program with paying customers successfully validated product and business model.
Raise Financial Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about Raise Financial's valuation, stock price, and market status.
