Soderberg and Partners
PrivateLast Round
Private Equity
7/1/2024
Total Funding Raised
$808.6M
Momentum Score
25 /100
Company Overview
Söderberg & Partners is a wealth management company offering a range of services including pension plans, fund investments, and advisory services for institutions and municipalities.
Sector
FinTech
Verticals
Wealth Management, InsurTech, Investment Platforms, HR, Personal Finance
Business Model
B2B
Customer Profile
Services & Consulting, Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Soderberg and Partners Comps
Public and private peers based on sector, stage, and business model.
Soderberg and Partners Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | 7/1/2024 | ||||
| Private Equity | 6/26/2023 | ||||
| Private Equity | 6/1/2021 | ||||
| Private Equity | 2/8/2019 | ||||
| Private Equity | 12/15/2014 |
Key People
Founding team and executive leadership
Soderberg and Partners Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| KKR | Private Equity |
| TA Associates | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 7, 2026
Acquired Insurello AB.
- Mar 10, 2026
Launched 'Industry & Specialty' targeting large clients and financial institutions.
Soderberg and Partners Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Soderberg and Partners's valuation, stock price, and market status.