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UNest

UNest

Private
North Hollywood, CaliforniaFinTechhttps://unest.co/

Last Round

Series B

Nov 17, 2021

Est. Valuation

$120M

Total Funding Raised

$42M

Company Overview

UNest is a financial technology company that provides a mobile application designed to help parents save and invest for their children's future through custodial investment accounts.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Personal Finance

Business Model

B2C

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Non-AI

Keywords

custodial investment accountUGMAUTMAcustodial accountkids investment appfamily wealth buildingfinancial advisor toolsautomated investingkid saving appfintech platformwealth managementB2B2Crobo-advisorsubscription SaaS

Historical Pricing

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Caplight Momentum Score

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UNest Comparables

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UNest comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Backer
82%
Stockpile
81%
Acorns
81%

UNest Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BNov 17, 2021
Series AJun 16, 2020
SeedJan 15, 2020
SeedOct 24, 2019
SeedSep 3, 2019

Key People

Founding team and executive leadership

Mike Massey

Chief Executive Officer

Executive Team

UNest Investors

Notable investors and investment history

UNest investors
InvestorRounds
Draper DragonSeed, Series A
OneWay VenturesSeries B
Franklin TempletonSeries B
Launchpad CapitalSeries B
Northwestern Mutual Future VenturesSeed, Series A, Series B
AltaIR CapitalSeries B
The Artemis FundSeries A, Seed, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 17, 2021

    $26M round led by The Artemis Fund

  • Jun 16, 2020

    $9M round led by Anthos Capital

UNest Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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UNest Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersNorth Hollywood, California
Employee Range16
Year Founded2018
Last FundingNov 17, 2021

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