Congruent Solutions
PrivateLast Round
Private Equity
Oct 18, 2023
Est. Valuation
$7M
Total Funding Raised
$1.4M
Company Overview
Congruent Solutions operates in FinTech and is based in Cupertino, California. Its latest recorded funding round was a Private Equity round in October 2023.
Congruent Solutions is an IT consulting and outsourcing company that provides retirement plan administration and technology services intended to serve financial institutions and retirement plan providers.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Congruent Solutions Comparables
Compare Congruent Solutions with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Actuarial Systems Corporation | 86% | |
| Stax.ai | 79% | |
| Majesco | 76% |
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Congruent Solutions Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Oct 18, 2023 | ||||
| Seed | Jan 22, 2013 |
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Congruent Solutions Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Fulcrum Venture India | Seed |
| Sanaka Group | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 4, 2025
Monthly visitors increased 133% MoM, reaching 6.3K.
- Oct 18, 2023
Sanaka Group led the Private Equity round.
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Congruent Solutions 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 Congruent Solutions's valuation, stock price, and market status.
Is Congruent Solutions a public or private company?
Congruent Solutions is a private company.
What is the current stock price of Congruent Solutions?
Congruent Solutions is a private company, so its shares have no public market price. Caplight tracks Congruent Solutions's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Congruent Solutions worth (valuation)?
Congruent Solutions's valuation is estimated at $7.0M based on funding round data.
Can I buy Congruent Solutions stock?
Congruent Solutions shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Congruent Solutions's last funding round?
Congruent Solutions's most recent funding round was Private Equity on October 18, 2023.
Who are the main investors in Congruent Solutions?
Key investors in Congruent Solutions include Fulcrum Venture India, Sanaka Group.
Will Congruent Solutions IPO soon?
No public IPO plans have been announced for Congruent Solutions.
How can I track Congruent Solutions secondary market activity?
Caplight tracks bids, offers, and trades in Congruent Solutions's shares on secondary markets.