TAPP Engine
PrivateLast Round
Series A
Jun 13, 2024
Total Funding Raised
$11.9M
Company Overview
TAPP Engine is a fintech company that provides white-label wealth management and brokerage infrastructure for credit unions and community financial institutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Digital Banking
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting, Usage-Based SaaS
AI Layer
Application
Keywords
embedded wealth managementwhite-label brokeragerobo-advisoryembedded financecredit union service organizationCUSOfractional share investingdigital banking infrastructurewealthtechautomated investingsecuritization platformbalance sheet managementB2B2C fintechAPI-first bankinginvestment platform
Historical Pricing
Historical view of private secondary pricing and transaction trends.
TAPP Engine 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 |
TAPP Engine Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Jun 13, 2024 |
TAPP Engine Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Washington State Employees Credit Union | Series A, Seed |
| Reseda Group | Series A, Seed |
| Service Credit Union | Series A, Seed |
TAPP Engine 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 TAPP Engine's valuation, stock price, and market status.
Firmographic Details
HeadquartersQuincy, Massachusetts
Employee Range35
Year Founded2019
Last FundingJun 13, 2024