Waterlily
PrivateLast Round
Seed
Jan 29, 2025
Total Funding Raised
$7.1M
Momentum Score
25 /100
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
Enterprise Software
Verticals
InsurTech, Wealth Management, Vertical SaaS, Healthcare Analytics
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Waterlily Comps
Public and private peers based on sector, stage, and business model.
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 |
| Great North Labs | Seed |
| Securian Financial | Accelerator |
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.