Summer-preview

Summer-financial-software

Summer

Private

New York City, New YorkFinTechhttps://www.meetsummer.com

Last Round

Early Funding

Jul 1, 2025

Total Funding Raised

$63M

Company Overview

Summer (Financial Software) is a financial services company that offers a platform designed to enhance employee retention and attraction through student loan assistance, featuring tools like a personalized loan payment dashboard, payment notifications, and customized repayment plans.

Sector

FinTech

Verticals

HR, Lending & Credit, Personal Finance, Compliance

Business Model

B2B

Customer Profile

Subscription SaaS, Government Contracts

AI Layer

Non-AI

Keywords

student loan assistance employee benefitstudent loan forgiveness program navigationemployer student loan contribution platformstudent loan retirement matching (SECURE 2.0)Public Service Loan Forgiveness (PSLF) optimizationIncome-Driven Repayment (IDR) plan assistanceB2B SaaS for employee financial wellnessturnkey employee benefit platformtuition assistance and reimbursement administrationcollege cost planning servicecertified B Corporation benefits provider

Historical Pricing

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Summer Comps

Public and private peers based on sector, stage, and business model.

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Summer Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Early Funding	Jul 1, 2025
Series A Extension	Apr 8, 2024
Series A	Nov 8, 2023
Series A Extension	Apr 26, 2023

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Summer Investors

Notable investors and investment history

Investor	Rounds
Partnership Fund for New York City	Series A Extension
Connecticut Innovations	Series A
Firstminute Capital	Series A
Merrimac Corporation	Series A
Gaingels	Series A, Series A Extension
Flourish Ventures	Series A Extension
SemperVirens Venture Capital	Series A Extension

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Market signals

Structured signals derived from secondary market and firmographic data.

Jan 1, 2026
Achieved Certified B Corporation status.
Jan 1, 2026
Added ADP, City of New York, and Banc of California as customers.

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Summer Filings

SEC and related filings with document metadata.

Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Summer Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNew York City, New York

Employee Range126

Year Founded2017

Last FundingJul 1, 2025

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