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Raise Financial Services

Raise Financial Services

Private

Last Round

Series B

Oct 6, 2025

Est. Valuation

$1.2B

Total Funding Raised

$142M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Raise Financial Services is a fintech company that develops technology-led consumer products and infrastructure for investing, trading, and wealth management.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Personal Finance

Business Model

B2C

Customer Profile

Payment Processing Fee, Subscription SaaS

AI Layer

Foundation

Keywords

investment platformwealth managementdigital brokeragetrading platformwealthtechretail investingfintechfoundation modelsmall language modelSLMAI-nativeportfolio managementinvestment advisorytrading apppersonal financeneobroker

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Raise Financial Services Comparables

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Raise Financial Services comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
INDMoney
87%
Upstox
87%
Groww
85%

Raise Financial Services Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BOct 6, 2025
Series AJan 25, 2022
SeedFeb 24, 2021

Key People

Founding team and executive leadership

Alok Pandey

Co-Founder And Chief Technology Officer

Founding Team

Toyesh Gupta

Founder's Office To CTO

Founding Team

Raise Financial Services Investors

Notable investors and investment history

Raise Financial Services investors
InvestorRounds
Mitsubishi UFJ Financial GroupSeries B
Hornbill CapitalSeries B
Mirae AssetSeries A
Multi-Act EquitySeed
DSP Group Family OfficeSeries B
Multi-ActSeed
Mirae Asset SecuritiesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 23, 2026

    Recognized as a certified 'Great Place to Work'.

  • Apr 23, 2026

    Launched investment and trading platform Dhan.

Raise Financial Services Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Raise Financial Services Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Raise Financial Services's valuation, stock price, and market status.

Firmographic Details

HeadquartersMumbai
Employee Range341
Year Founded2021
Last FundingOct 6, 2025

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