Cashvisory
PrivateLast Round
Pre Seed
Dec 29, 2023
Total Funding Raised
$144,000
Company Overview
Cashvisory operates in FinTech and is based in Kolkata. Its latest recorded funding round was a Pre Seed round in December 2023.
Cashvisory is a financial services company that provides a gamified robo-advisor platform designed to help individuals plan, execute, and manage their personal finances.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Freemium, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Cashvisory Comparables
Compare Cashvisory with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Tribe Money | 79% |
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Cashvisory Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Cashvisory Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| EvolveX Accelerator | Pre Seed |
| SucSEED Indovation | Pre Seed |
| We Founder Circle | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 19, 2026
Monthly visitors increased 33% MoM, reaching 1.1K.
- Jan 24, 2026
Monthly visitors grew 124% MoM, reaching 1.8K.
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Cashvisory Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Cashvisory's valuation, stock price, and market status.
Is Cashvisory a public or private company?
Cashvisory is a private company.
What is the current stock price of Cashvisory?
Cashvisory is a private company, so its shares have no public market price. Caplight tracks Cashvisory's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Cashvisory worth (valuation)?
Valuation information for Cashvisory is not publicly available.
Can I buy Cashvisory stock?
Cashvisory shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Cashvisory's last funding round?
Cashvisory's most recent funding round was Pre Seed on December 29, 2023.
Who are the main investors in Cashvisory?
Key investors in Cashvisory include SucSEED Indovation.
Will Cashvisory IPO soon?
No public IPO plans have been announced for Cashvisory.
How can I track Cashvisory secondary market activity?
Caplight tracks bids, offers, and trades in Cashvisory's shares on secondary markets.