ZILO
PrivateLast Round
Series A
Extension
Sep 23, 2025
Total Funding Raised
$69.35M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
ZILO is a fintech company that provides a global cloud-based transfer agency software platform designed to modernize asset and wealth management operations.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Energy Storage, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
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 | ||||
| Seed | Oct 1, 2022 |
Key People
Founding team and executive leadership
ZILO Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Fidelity International Strategic Ventures | Series A |
| Citi 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 |
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.