smallcase
PrivateLast Round
Series D
Mar 28, 2025
Est. Valuation
$287.5M
Total Funding Raised
$112M
Company Overview
smallcase is a financial services company that offers expertly curated stock and ETF portfolios designed to simplify investing for individuals of all experience levels while providing a low-cost, diversified, and long-term investment solution.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Financial Data, API Management
Business Model
B2C
Customer Profile
Marketplace Commission, Payment Processing Fee, Freemium, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
smallcase Comps
Public and private peers based on sector, stage, and business model.
smallcase Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Mar 28, 2025 | ||||
| Series C | Aug 18, 2021 | ||||
| Series B | Sep 28, 2020 | ||||
| Series A | Feb 12, 2019 | ||||
| Seed | Jul 17, 2017 |
smallcase Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Unitary Foundation | Series D |
| Arkam Ventures | Series D, Series B, Series C |
| WEH Ventures | Series B, Seed, Series A, Series C |
| Blume Ventures | Series B, Series A, Series C |
| DSP Group | Seed, Series C, Series B |
| BEENEXT Capital Management | Series C |
| Sequoia Capital | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 4, 2026
Over 300 financial brands and institutions now use the platform.
- Mar 4, 2026
Investment platforms now used by over 10 million people in India.
smallcase 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 smallcase's valuation, stock price, and market status.
