Rooled

Private

San Jose, CaliforniaFinTechhttps://rooled.com/

Company Overview

Rooled is a professional services company that provides outsourced accounting, fractional CFO, and tax advisory services to high-growth, venture-backed startups.

Sector

FinTech

Verticals

Accounting & Expense, Compliance, Workflow Automation, Financial Data

Business Model

B2B

Customer Profile

Services & Consulting

AI Layer

Application

Keywords

fractional CFOoutsourced accountingfinance as a servicetax advisorystartup accountingtechnical accountingfinancial operationsCFO servicesbookkeepingcontroller servicesfinancial planningIPO readinesstech-enabled accountingback office outsourcingstartup finance

Historical Pricing

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Caplight Momentum Score

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Rooled Comparables

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Rooled comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Acuity	91%
Burkland	89%
CFO Plans	86%

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Rooled Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Peter E.

CFO Services Practice Leader

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

Mar 23, 2025
Monthly visitors increased 79% MoM, from 4.3K to 7.7K.
Feb 24, 2025
Monthly visitors increased 59% MoM, reaching 4.3K.

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Rooled Filings

SEC and related filings with document metadata.

Data table
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Rooled Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Jose, California

Employee Range25

Year Founded2021

Last Funding—

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