Waterlily
PrivateLast Round
Seed
Jan 29, 2025
Total Funding Raised
$9.3M
Company Overview
Waterlily is a financial software company that provides an AI-powered platform to help financial professionals and families predict, plan, and finance long-term care.
Sector
FinTech
Verticals
InsurTech, Wealth Management, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Waterlily Comparables
Compare Waterlily with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| StrateCision, Inc. | 71% | |
| Assured Allies | 69% | |
| Income Lab | 65% | |
Waterlily Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 29, 2025 | ||||
| Accelerator | Aug 6, 2024 |
Key People
Founding team and executive leadership
Waterlily Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| gener8tor | Accelerator |
| Edward Jones Ventures | Seed |
| Brewer Lane Ventures | Seed |
| Nationwide Ventures | Seed |
| Great North Labs | Seed |
| Securian Financial | Accelerator |
| Insight Partners | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 7, 2025
Co-founder and COO Evan Ehrenberg named to the list.
- Jan 29, 2025
$7M raised in Seed round.
Waterlily 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 Waterlily's valuation, stock price, and market status.