Climb
PrivateLast Round
Series A
Feb 8, 2022
Total Funding Raised
$12.12M
Company Overview
Climb is a fintech company that provides a personal finance management platform to help individuals optimize their taxes and investments.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms, Real Estate Finance
Business Model
B2C
Customer Profile
Services & Consulting, Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Climb Comparables
Compare Climb with similar companies based on industry and business-model similarity.
Climb Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Feb 8, 2022 | ||||
| Seed | Oct 13, 2016 |
Climb Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Kima Ventures | Seed |
| Iron Capital | Seed |
| New Alpha Asset Management | Series A |
| Open CNP | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 8, 2022
$11.46M round led by CNP Assurances and New Alpha Asset Management.
Climb Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Climb's valuation, stock price, and market status.
Is Climb a public or private company?
Climb is a private company.
What is the current stock price of Climb?
Climb is a private company, so its shares have no public market price. Caplight tracks Climb's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Climb worth (valuation)?
Valuation information for Climb is not publicly available.
Can I buy Climb stock?
Climb shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Climb's last funding round?
Climb's most recent funding round was Series A on February 8, 2022.
Who are the main investors in Climb?
Key investors in Climb include New Alpha Asset Management, Open CNP.
Will Climb IPO soon?
No public IPO plans have been announced for Climb.
How can I track Climb secondary market activity?
Caplight tracks bids, offers, and trades in Climb's shares on secondary markets.