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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 10%

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

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Raise Financial Services Comparables

Compare Raise Financial Services with similar companies based on industry and business-model similarity.

Raise Financial Services comparables — related companies by embedding similarity
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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

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.

  • Jul 5, 2026

    Launched plutohq.co, an insurance platform.

  • Jul 5, 2026

    Launched filtercoffee.co as a new media property.

Recent news

Latest coverage and updates

  • partners_withOct 12, 2026

    Raiseholding and Cartesia AI, Inc. are developing multilingual voice experiences for Indian finance using specialized speech models, as of Oct 12th '26, in India.

Raise Financial Services Filings

Explore SEC and related filing metadata, where available.

Raise Financial Services filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Raise Financial Services a public or private company?

Raise Financial Services is a private company.

What is the current stock price of Raise Financial Services?

Raise Financial Services is a private company, so its shares have no public market price. Caplight tracks Raise Financial Services's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Raise Financial Services worth (valuation)?

Raise Financial Services's valuation is estimated at $1.2B based on funding round data.

Can I buy Raise Financial Services stock?

Raise Financial Services shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Raise Financial Services's last funding round?

Raise Financial Services's most recent funding round was Series B on October 6, 2025.

Who are the main investors in Raise Financial Services?

Key investors in Raise Financial Services include Mitsubishi UFJ Financial Group, Hornbill Capital, Mirae Asset Securities, BEENEXT Capital Management, Mirae Asset Venture Investments.

Will Raise Financial Services IPO soon?

No public IPO plans have been announced for Raise Financial Services.

How can I track Raise Financial Services secondary market activity?

Caplight tracks bids, offers, and trades in Raise Financial Services's shares on secondary markets.

Firmographic Details

HeadquartersMumbai
Employee Range332
Year Founded2021
Last FundingOct 6, 2025

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