Skip to main content
Caplight Logo









SpreadWise

SpreadWise

Private
United StatesFinTechhttps://www.spreadwise.ai/

Last Round

Series A

Dec 1, 2021

Total Funding Raised

$2.5M

Company Overview

SpreadWise is a financial technology company that provides a platform for advisors to access tax-efficient liquidity through box spread financing strategies.

Sector

FinTech

Verticals

Wealth Management, Lending & Credit, Financial Data

Business Model

B2B

Customer Profile

Services & Consulting

AI Layer

Non-AI

Keywords

box spreadtax-efficient liquiditywealth managementsynthetic loanRIA platformsecurities-based lendingSBLOCfinancial advisor toolsindex optionsportfolio liquiditytax-loss harvestingalternative lendingfamily office servicesfintech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

SpreadWise Comparables

Compare SpreadWise with similar companies based on industry and business-model similarity.

SpreadWise comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
The Charles Schwab Corporation
66%
Supernova Technology
63%
Cync Software
38%

SpreadWise Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ADec 1, 2021
SeedDec 1, 2020

Key People

Founding team and executive leadership

Peter Larsen

Co-Founder CTO

Founding Team

Alex Goldstein

Chief Executive Officer, Co-Founder

Founding Team

SpreadWise Investors

Notable investors and investment history

SpreadWise investors
InvestorRounds
Tribe CapitalSeries A
L CattertonSeries A, Seed
Activant CapitalSeries A
Day One VenturesSeries A
Alumni VenturesSeries A
Lightspeed Venture PartnersSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 15, 2025

    Grew 300% QoQ from 1 to 4 employees.

  • Dec 1, 2021

    Lightspeed Venture Partners led the Series A round.

SpreadWise Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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

SpreadWise Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about SpreadWise's valuation, stock price, and market status.

Firmographic Details

HeadquartersUnited States
Employee Range3
Year FoundedN/A
Last FundingDec 1, 2021

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?