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Wealthcome

Wealthcome

Private

Last Round

Series A

Mar 4, 2025

Total Funding Raised

$8.48M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Wealthcome is a fintech company that develops a SaaS wealth management platform designed to help professionals and individuals aggregate, monitor, and optimize their financial assets and portfolios.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Compliance & Risk, CRM

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

wealth management softwarewealthtechfinancial data aggregationcompliance automationportfolio management softwareSaaS platformCRMclient relationship managementwealth management platformfinancial advisory toolsregulatory compliancewealth management CRMB2B fintechdocument generationfinancial simulation

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Wealthcome Comparables

Compare Wealthcome with similar companies based on industry and business-model similarity.

Wealthcome comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Abbove
85%
Harvest
81%
Shares
79%

Wealthcome Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AMar 4, 2025
SeedNov 23, 2023

Key People

Founding team and executive leadership

Eric FOIN

Chief Technology Officer

Executive Team

Wealthcome Investors

Notable investors and investment history

Wealthcome investors
InvestorRounds
Techno'StartSeed
BlackFin Capital PartnersSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 22, 2026

    Grew 16% QoQ, from 44 to 51 employees.

  • Feb 23, 2025

    Grew 26% QoQ, from 23 to 29 employees.

Wealthcome Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Wealthcome Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersPessac
Employee Range53
Year Founded2022
Last FundingMar 4, 2025

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