Sagewell Financial
PrivateLast Round
Seed
Jan 26, 2022
Total Funding Raised
$5M
Company Overview
Sagewell Financial is a financial technology company that provides a retiree-centric digital banking and benefits platform, including high-yield checking accounts and personalized retirement support services.
Sector
FinTech
Verticals
Digital Banking, Personal Finance, Wealth Management
Business Model
B2C
Customer Profile
Payment Processing Fee, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sagewell Financial Comparables
Compare Sagewell Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Retirable | 85% | |
| SilverBills | 64% | |
| Carefull | 60% | |
Sagewell Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 26, 2022 |
Sagewell Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| 25madison | Seed |
| Clocktower Ventures | Seed |
| PJC | Seed |
| SixThirty Ventures | Seed |
| TTV Capital | Seed |
| Primetime Partners | Seed |
Sagewell Financial Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Sagewell Financial's valuation, stock price, and market status.