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Ezra

Ezra

Private
San Francisco, CaliforniaFinTechhttps://ezra.fi/

Last Round

Seed

Mar 12, 2026

Total Funding Raised

$8M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

Ezra is a fintech company that provides an AI-powered platform for asset-backed credit and project finance.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Infrastructure

Keywords

fintechprivate creditcredit originationwealth managementrobo-advisorinvestment platformassets under managementAUMcredit workflowsautomated investingcapital marketsfinancial infrastructureportfolio managementsubscription saasb2b fintech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Ezra Comparables

Compare Ezra with similar companies based on industry and business-model similarity.

Ezra comparables — related companies by embedding similarity
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Datasite
36%
Uptiq
36%
Rogo
34%

Ezra Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedMar 12, 2026

Key People

Founding team and executive leadership

Dori Rutkevitz

COO Co-Founder

Founding Team

Dan Rosen

CEO and Founder

Founding Team

Matt Weiss

Chief Product Officer

Executive Team

Ezra Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors grew 1814% MoM, reaching 2K.

  • Aug 3, 2026

    Open roles increased to 50, 3.85x headcount and 2.5x trailing average.

Ezra Filings

Explore SEC and related filing metadata, where available.

Ezra filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Ezra's valuation, stock price, and market status.

Is Ezra a public or private company?

Ezra is a private company.

What is the current stock price of Ezra?

Ezra is a private company with no public stock price. No recent secondary market data is available.

How much is Ezra worth (valuation)?

Valuation information for Ezra is not publicly available.

Can I buy Ezra stock?

Ezra 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 Ezra's last funding round?

Ezra's most recent funding round was Seed on March 12, 2026.

Who are the main investors in Ezra?

Key investors in Ezra include Congruent Ventures.

Will Ezra IPO soon?

No public IPO plans have been announced for Ezra.

How can I track Ezra secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Ezra's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range13
Year Founded2021
Last FundingMar 12, 2026

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