Skip to main content
Caplight Logo









Tandems

Tandems

Private
San Francisco, CaliforniaFinTechhttps://tandems.ai/

Last Round

Series E

Jun 19, 2018

Total Funding Raised

$119M

Company Overview

Tandems is a fintech company that provides an AI-native wealth operating system for financial institutions.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Workflow Automation, RegTech, NLP & Conversational AI

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Services & Consulting

AI Layer

Application

Keywords

wealth operating systemWealthOSAI for financial advisorsadvisor productivity platformadvisor copilotwealth management softwarewealth techfintech infrastructureenterprise SaaSadvisor workflow automationvertical AIvertical SaaSlegacy system integrationpersonalized portfolio management

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.

Tandems Comparables

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

Tandems comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
TIFIN
81%
Nitrogen
79%
Zocks
78%

Tandems Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series EJun 19, 2018
DebtMay 24, 2016
Series DMay 24, 2016
VC RoundApr 23, 2015
Series BJul 3, 2013

Key People

Founding team and executive leadership

Mike Sha

Co-Founder & CEO, CEO, Co-Founder

Founding Team

Samir Salvi

Chief Financial Officer

Executive Team

Dan Mercurio

Chief Operating Officer

Executive Team

Tandems Investors

Notable investors and investment history

Tandems investors
InvestorRounds
Bain Capital VenturesSeries E, Series D, Series B
UBS Group AGSeries E, Series D
Union Square VenturesSeries E, Series D, Series B
New York Life Insurance CompanySeries E, Series D
DCM VenturesSeries E, Series D, Series A
Mouro CapitalSeries D
Nyca PartnersSeries E, Series D, VC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 2, 2026

    Monthly visitors grew 181% MoM, reaching 4.9K.

  • Jun 19, 2018

    $50M round led by General Atlantic.

Tandems 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

Tandems Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range104
Year Founded2006
Last FundingJun 19, 2018

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?