ZILO
PrivateLast Round
Series A
Extension
Sep 23, 2025
Total Funding Raised
$58.75M
Company Overview
ZILO is a financial technology company that offers a global innovation software platform aimed at transforming the asset and wealth management industry by facilitating compliant digital transactions, operational support, and comprehensive audit reporting while minimizing costs for clients.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, RegTech, Data Integration
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
ZILO Comps
Public and private peers based on sector, stage, and business model.
ZILO Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A Extension | Sep 23, 2025 | ||||
| Series A | Jan 9, 2024 |
Key People
Founding team and executive leadership
ZILO Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Fidelity International Strategic Ventures | Series A |
| Portage | Series A Extension, Series A |
| State Street | Series A Extension, Series A |
| State Street Global Advisors | Series A |
| Fidelity International | Series A |
| Portage | Series A Extension, Series A |
| Citigroup | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 23, 2025
$27M raised in Series A Extension round.
- Mar 1, 2024
Fidelity International will use its cloud-based Transfer Agency platform for private assets.
ZILO 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 ZILO's valuation, stock price, and market status.
