Financial Wellness Labs, Inc.
PrivateLast Round
Seed
Feb 10, 2025
Total Funding Raised
$13.3M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Financial Wellness Labs, Inc. operates in FinTech and is based in Charleston, South Carolina. Its latest recorded funding round was a Seed round in February 2025.
Financial Wellness Labs, Inc. is a financial services company that provides a financial wellness platform for enterprises, combining technology with personalized coaching to reduce employee financial stress.
Sector
FinTech
Verticals
Personal Finance, HR, Wealth Management, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Financial Wellness Labs, Inc. Comparables
Compare Financial Wellness Labs, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| SmartPath | 92% | |
| Your Money Line | 91% | |
| LearnLux | 90% |
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Financial Wellness Labs, Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 10, 2025 | ||||
| Series A | Oct 2, 2017 | ||||
| Angel | Jan 15, 2016 | ||||
| Seed | Aug 31, 2015 |
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Key People
Founding team and executive leadership
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Financial Wellness Labs, Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Good Growth Capital | Series A |
| Capital A Partners | Angel |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Open roles increased from 0 to 2, representing 25% of headcount.
- May 2, 2025
Monthly visitors grew 779% MoM, reaching 1.6K.
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Financial Wellness Labs, Inc. 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 Financial Wellness Labs, Inc.'s valuation, stock price, and market status.
Is Financial Wellness Labs, Inc. a public or private company?
Financial Wellness Labs, Inc. is a private company.
What is the current stock price of Financial Wellness Labs, Inc.?
Financial Wellness Labs, Inc. is a private company, so its shares have no public market price. Caplight tracks Financial Wellness Labs, Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Financial Wellness Labs, Inc. worth (valuation)?
Valuation information for Financial Wellness Labs, Inc. is not publicly available.
Can I buy Financial Wellness Labs, Inc. stock?
Financial Wellness Labs, Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Financial Wellness Labs, Inc.'s last funding round?
Financial Wellness Labs, Inc.'s most recent funding round was Seed on February 10, 2025.
Who are the main investors in Financial Wellness Labs, Inc.?
Key investors in Financial Wellness Labs, Inc. include Good Growth Capital, Capital A Partners.
Will Financial Wellness Labs, Inc. IPO soon?
No public IPO plans have been announced for Financial Wellness Labs, Inc..
How can I track Financial Wellness Labs, Inc. secondary market activity?
Caplight tracks bids, offers, and trades in Financial Wellness Labs, Inc.'s shares on secondary markets.