Raise Financial
PrivateLast Round
Series B
Oct 6, 2025
Est. Valuation
$1.2B
Total Funding Raised
$142M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Raise Financial is a fintech company that offers a membership-based investment product designed to help individuals build long-term wealth.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
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 Comparables
Compare Raise Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Grab | 86% | |
| Acorns | 80% | |
| UNest | 75% | |
Raise Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Oct 6, 2025 | ||||
| Series C | May 29, 2025 | ||||
| Series A | Jan 24, 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 B, Series C |
| Hornbill Capital | Series B |
| Mirae Asset | Series B |
| Ashoka WhiteOak Capital | Series B |
| Multi-Act Equity | Seed |
| Multi-Act | Seed |
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.
- Jan 25, 2022
$22M round led by Mirae Asset Venture Investments.
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 |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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 Raise Financial's valuation, stock price, and market status.