Adviice
PrivateLast Round
Seed
Jul 9, 2024
Total Funding Raised
$30,000
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Adviice is a financial software company that provides an AI-powered, client-facing financial planning platform for DIY investors and financial advisors.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Vertical SaaS
Business Model
B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Adviice Comparables
Compare Adviice with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gilded | 86% | |
| The MoneyReady App | 84% | |
| MayRetire | 82% |
Adviice Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jul 9, 2024 | ||||
| Pre Seed | Nov 9, 2023 |
Adviice Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| i.d.e.a. Fund | Pre Seed |
| RHA Ventures | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 20, 2026
Monthly visitors increased 45% MoM.
- Jan 7, 2026
Monthly visitors grew 172% MoM, reaching 47K.
Adviice 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 Adviice's valuation, stock price, and market status.
Is Adviice a public or private company?
Adviice is a private company.
What is the current stock price of Adviice?
Adviice is a private company with no public stock price. No recent secondary market data is available.
How much is Adviice worth (valuation)?
Valuation information for Adviice is not publicly available.
Can I buy Adviice stock?
Adviice shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Adviice's last funding round?
Adviice's most recent funding round was Seed on July 9, 2024.
Who are the main investors in Adviice?
Key investors in Adviice include i.d.e.a. Fund, RHA Ventures.
Will Adviice IPO soon?
No public IPO plans have been announced for Adviice.
How can I track Adviice secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Adviice's secondary market activity and sign up for updates.