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, Property Investment
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
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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
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 Climb's valuation, stock price, and market status.