Finterest, Inc.
PrivateLast Round
Pre Seed
Jun 1, 2026
Total Funding Raised
$100,000
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Finterest, Inc. is a FinTech company that provides an AI-powered client acquisition and outreach platform designed for financial advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Compliance & Risk, NLP & Conversational AI, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finterest, Inc. Comparables
Compare Finterest, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FINNY | 82% | |
| Broadridge Financial Solutions | 71% | |
| Aidentified | 69% |
Finterest, Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Jun 1, 2026 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 1, 2026
$100K raised in Pre Seed round.
Finterest, Inc. 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.
Request accessFrequently Asked Questions
Common questions about Finterest, Inc.'s valuation, stock price, and market status.
Is Finterest, Inc. a public or private company?
Finterest, Inc. is a private company.
What is the current stock price of Finterest, Inc.?
Finterest, Inc. is a private company with no public stock price. No recent secondary market data is available.
How much is Finterest, Inc. worth (valuation)?
Valuation information for Finterest, Inc. is not publicly available.
Can I buy Finterest, Inc. stock?
Finterest, Inc. 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 Finterest, Inc.'s last funding round?
Finterest, Inc.'s most recent funding round was Pre Seed on June 1, 2026.
Who are the main investors in Finterest, Inc.?
Investor information for Finterest, Inc. is not publicly disclosed.
Will Finterest, Inc. IPO soon?
No public IPO plans have been announced for Finterest, Inc..
How can I track Finterest, Inc. secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Finterest, Inc.'s secondary market activity and sign up for updates.