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 Comps

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UNest comps — public and private peers by 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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UNest Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series B	Nov 17, 2021
Series A	Jun 16, 2020
Seed	Jan 15, 2020
Seed	Oct 24, 2019
Seed	Sep 3, 2019

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Key People

Founding team and executive leadership

Mike Massey

Chief Executive Officer

Executive Team

UNest Investors

Notable investors and investment history

UNest investors
Investor	Rounds
Draper Dragon	Seed, Series A
OneWay Ventures	Series B
Franklin Templeton	Series B
Launchpad Capital	Series B
Northwestern Mutual Future Ventures	Seed, Series A, Series B
AltaIR Capital	Series B
The Artemis Fund	Series A, Seed, Series B

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UNest Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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UNest Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersNorth Hollywood, California

Employee Range14

Year Founded2018

Last FundingNov 17, 2021

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