Skip to main content
Caplight Logo









Fispoke

Fispoke

Private
Boston, MassachusettsEnterprise Softwarehttps://www.fispoke.com/

Last Round

Seed

Dec 26, 2024

Total Funding Raised

$2M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Fispoke is a WealthTech company that provides an integrated private banking and lending platform for independent financial advisors, RIAs, and broker-dealers.

Sector

Enterprise Software

Verticals

Vertical SaaS

Business Model

B2B2C

Customer Profile

Revenue Share, Services & Consulting

AI Layer

Non-AI

Keywords

fintech platformwhite-label bankingwealth management techB2B2Cembedded financeregistered investment advisorRIAsecurities-backed lendingbanking-as-a-serviceBaaSlending infrastructurevertical SaaSfinancial advisor toolswealthtechservice provider marketplace

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Fispoke Comparables

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

Fispoke comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Envestnet
40%
SkyView Partners
35%
Uptiq
33%

Fispoke Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedDec 26, 2024
SeedJun 5, 2024

Key People

Founding team and executive leadership

Nathan Berk

Chief Technology Officer and Co-Founder

Founding Team

Robert Clare

Chairman of the Board, Chief Executive Officer, and Founder

Founding Team

Wade Waller

Chief Product Officer

Executive Team

Fispoke Investors

Notable investors and investment history

Fispoke investors
InvestorRounds
The Founder's ChairSeed
First Rate VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 22, 2026

    Monthly visitors grew 71% MoM, reaching 3.3K.

  • Jul 25, 2026

    Monthly visitors increased 59% MoM.

Fispoke Filings

Explore SEC and related filing metadata, where available.

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

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Request access

Frequently Asked Questions

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

Is Fispoke a public or private company?

Fispoke is a private company.

What is the current stock price of Fispoke?

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

How much is Fispoke worth (valuation)?

Valuation information for Fispoke is not publicly available.

Can I buy Fispoke stock?

Fispoke 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 Fispoke's last funding round?

Fispoke's most recent funding round was Seed on December 26, 2024.

Who are the main investors in Fispoke?

Key investors in Fispoke include First Rate Ventures.

Will Fispoke IPO soon?

No public IPO plans have been announced for Fispoke.

How can I track Fispoke secondary market activity?

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

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range10
Year Founded2023
Last FundingDec 26, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.

See something wrong or outdated?