Formulary Financial
PrivateLast Round
Seed
Jan 20, 2026
Total Funding Raised
$8.82M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Formulary Financial operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Seed round in January 2026.
Formulary Financial is a financial software company that provides an AI-native fund administration platform to support asset managers with data management, accounting, and operational workflows.
Sector
FinTech
Verticals
Accounting & Expense, Wealth Management, Compliance, Workflow Automation
Business Model
B2B
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Formulary Financial Comparables
Compare Formulary Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Hanover Park | 88% | |
| Zive AI | 87% | |
| Caruso | 84% |
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Formulary Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 20, 2026 | ||||
| Seed | Apr 30, 2025 |
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Formulary Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Ventures | Seed |
| Company Ventures | Seed |
| Khosla Ventures | Seed |
| Company Ventures | Seed |
| Acrew Capital | Seed |
| Serena Ventures | Seed |
| Alumni Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 20, 2026
$4.6M raised in Seed round.
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Formulary Financial Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Formulary Financial's valuation, stock price, and market status.
Is Formulary Financial a public or private company?
Formulary Financial is a private company.
What is the current stock price of Formulary Financial?
Formulary Financial is a private company, so its shares have no public market price. Caplight tracks Formulary Financial's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Formulary Financial worth (valuation)?
Valuation information for Formulary Financial is not publicly available.
Can I buy Formulary Financial stock?
Formulary Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Formulary Financial's last funding round?
Formulary Financial's most recent funding round was Seed on January 20, 2026.
Who are the main investors in Formulary Financial?
Key investors in Formulary Financial include Khosla Ventures.
Will Formulary Financial IPO soon?
No public IPO plans have been announced for Formulary Financial.
How can I track Formulary Financial secondary market activity?
Caplight tracks bids, offers, and trades in Formulary Financial's shares on secondary markets.