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The Beans

The Beans

Private
San Francisco, CaliforniaFinTechhttps://join-thebeans.io/

Last Round

Seed

Oct 14, 2025

Est. Valuation

$10M

Total Funding Raised

$8.57M

Company Overview

The Beans is a financial technology company that develops a platform designed to simplify financial planning and reduce financial stress for professionals in the education, healthcare, and non-profit sectors.

Sector

FinTech

Verticals

Personal Finance, HR, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial wellnessemployee benefitsfinancial operating systemcash flow automationfintech for employeesB2B SaaSworkforce developmentfinancial coachingpersonal finance appretention platformAI financial planningfintechemployee retentionwealthtechHR tech

Historical Pricing

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Caplight Momentum Score

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The Beans Comparables

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The Beans Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedOct 14, 2025
AcceleratorJul 18, 2021
Pre SeedJun 3, 2021
Pre SeedFeb 6, 2020

Key People

Founding team and executive leadership

Baba Baba

Group Chief Executive Officer

Executive Team

Melissa Pancoast

Founder CEO

Founding Team

Jill Berardini

Chief Technology Officer

Executive Team

Abhishek Bhasin

COO Advisor

Executive Team

The Beans Investors

Notable investors and investment history

The Beans investors
InvestorRounds
Alloy LabsSeed
Commerce VenturesSeed
TechstarsSeed, Accelerator
Commerce VenturesSeed
Fabric VCSeed
Relay VenturesPre Seed
Precursor VenturesSeed, Pre Seed

Market signals

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  • Jun 3, 2021

    $2M round led by Precursor Ventures

The Beans Filings

SEC and related filings with document metadata.

Data table
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The Beans Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range27
Year Founded2017
Last FundingOct 14, 2025

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