Investipal
PrivateLast Round
Accelerator
May 12, 2025
Company Overview
Investipal is a financial software company that provides an AI-driven wealth management platform designed to automate workflows for financial advisors, including client onboarding, portfolio management, and compliance.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Investment Platforms, Compliance & Risk, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Payment Processing Fee
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Investipal Comparables
Compare Investipal with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Flow Advisor Solutions Inc. | 81% | |
| Ziggma | 81% | |
| Sherpas | 79% |
Investipal Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | May 12, 2025 |
Investipal Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Founders Arena | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 17, 2026
Monthly visitors increased 45% MoM.
- May 12, 2025
The Founders Arena led the Accelerator round.
Investipal 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 Investipal's valuation, stock price, and market status.
Is Investipal a public or private company?
Investipal is a private company.
What is the current stock price of Investipal?
Investipal is a private company with no public stock price. No recent secondary market data is available.
How much is Investipal worth (valuation)?
Valuation information for Investipal is not publicly available.
Can I buy Investipal stock?
Investipal 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 Investipal's last funding round?
Investipal's most recent funding round was Accelerator on May 12, 2025.
Who are the main investors in Investipal?
Key investors in Investipal include The Founders Arena.
Will Investipal IPO soon?
No public IPO plans have been announced for Investipal.
How can I track Investipal secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Investipal's secondary market activity and sign up for updates.