Sidekick
PrivateLast Round
Series A
Feb 5, 2026
Est. Valuation
$19.76M
Total Funding Raised
$20.16M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Sidekick is a financial services company that provides a wealth management platform offering actively managed investment portfolios, high-interest savings accounts, and portfolio-backed lending for professionals and entrepreneurs.
Sector
FinTech
Verticals
Wealth Management, Lending & Credit, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sidekick Comparables
Compare Sidekick with similar companies based on industry and business-model similarity.
Sidekick Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Feb 5, 2026 | ||||
| Seed | Jun 12, 2024 | ||||
| Pre Seed | Oct 27, 2022 |
Key People
Founding team and executive leadership
Sidekick Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MS&AD Ventures | Series A, Seed |
| Pact VC | Series A, Seed |
| Koro Capital | Series A |
| EOS Ventures | Series A |
| TheVentureCity | Series A, Seed |
| 1818 Venture Capital | Series A, Seed |
| Semantic Ventures | Series A, Pre Seed, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 5, 2026
$11M round led by Development Bank of Wales and EOS Ventures.
- Oct 26, 2022
$3.76M round led by Octopus Ventures
Sidekick 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 Sidekick's valuation, stock price, and market status.