Flow Advisor Solutions Inc.
PrivateLast Round
Grant
Oct 21, 2024
Total Funding Raised
$58,000
Company Overview
Flow Advisor Solutions Inc. operates in FinTech and is based in Vancouver. Its latest recorded funding round was a Grant round in October 2024.
Flow Advisor Solutions Inc. is a business/productivity software company that provides a client data collection and onboarding platform designed to streamline workflows and compliance for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Compliance & Risk, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Flow Advisor Solutions Inc. Comparables
Compare Flow Advisor Solutions Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Mako Fintech | 88% | |
| Planworth | 83% | |
| Investipal | 80% |
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Flow Advisor Solutions Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Grant | Oct 21, 2024 | ||||
| Accelerator | Mar 1, 2023 | ||||
| Grant | Apr 25, 2022 |
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Flow Advisor Solutions Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| National Research Council Canada Industrial Research Assistance Program | Grant |
| Employment and Social Development Canada | Grant |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 4, 2026
Grew 30% QoQ from 10 to 13 employees.
- Mar 1, 2026
Monthly visitors increased 160% MoM.
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Recent news
Latest coverage and updates
- integrates_withAug 18, 2026
AdvisorFlow integrates with Maximizer as part of its Canadian platform integrations, syncing client data across approved applications to support a consistent client experience and eliminate manual re-entry.
- integrates_withAug 18, 2026
AdvisorFlow integrates with Laylah Innovations, Inc. in Canada, syncing client data across approved applications to support a consistent client experience and reduce manual re-entry.
- integrates_withAug 18, 2026
AdvisorFlow integrates with Cloven among its Canadian integrations, syncing client data across approved applications to support consistent client experiences and eliminate manual re-entry.
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Flow Advisor Solutions Inc. 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.
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Frequently Asked Questions
Common questions about Flow Advisor Solutions Inc.'s valuation, stock price, and market status.
Is Flow Advisor Solutions Inc. a public or private company?
Flow Advisor Solutions Inc. is a private company.
What is the current stock price of Flow Advisor Solutions Inc.?
Flow Advisor Solutions Inc. is a private company, so its shares have no public market price. Caplight tracks Flow Advisor Solutions Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Flow Advisor Solutions Inc. worth (valuation)?
Valuation information for Flow Advisor Solutions Inc. is not publicly available.
Can I buy Flow Advisor Solutions Inc. stock?
Flow Advisor Solutions Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Flow Advisor Solutions Inc.'s last funding round?
Flow Advisor Solutions Inc.'s most recent funding round was Grant on October 21, 2024.
Who are the main investors in Flow Advisor Solutions Inc.?
Key investors in Flow Advisor Solutions Inc. include National Research Council Canada Industrial Research Assistance Program, Employment and Social Development Canada.
Will Flow Advisor Solutions Inc. IPO soon?
No public IPO plans have been announced for Flow Advisor Solutions Inc..
How can I track Flow Advisor Solutions Inc. secondary market activity?
Caplight tracks bids, offers, and trades in Flow Advisor Solutions Inc.'s shares on secondary markets.