InvestSuite
PrivateLast Round
Recap
Sep 16, 2024
Total Funding Raised
$14.08M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
InvestSuite is a wealthtech company that provides B2B white-label digital investment solutions for financial institutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestSuite Comparables
Compare InvestSuite with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Quantfolio | 86% | |
| Fundvisory SAS | 85% | |
| Quantifeed | 85% |
InvestSuite Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Recap | Sep 16, 2024 | ||||
| Series A | Sep 14, 2022 | ||||
| Seed | Dec 23, 2020 | ||||
| Seed | Apr 2, 2020 | ||||
| Seed | Nov 13, 2018 |
Key People
Founding team and executive leadership
InvestSuite Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| PMV | Series A, Seed |
| De Cronos Groep | Series A |
| AB Xelerate | Seed |
| 365.fintech | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 24, 2026
Open roles increased to 57, 119% of current headcount.
- Jul 20, 2026
Open roles increased to 56, 117% of headcount.
InvestSuite 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 InvestSuite's valuation, stock price, and market status.
Is InvestSuite a public or private company?
InvestSuite is a private company.
What is the current stock price of InvestSuite?
InvestSuite is a private company with no public stock price. No recent secondary market data is available.
How much is InvestSuite worth (valuation)?
Valuation information for InvestSuite is not publicly available.
Can I buy InvestSuite stock?
InvestSuite 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 InvestSuite's last funding round?
InvestSuite's most recent funding round was Series A on September 14, 2022.
Who are the main investors in InvestSuite?
Key investors in InvestSuite include PMV.
Will InvestSuite IPO soon?
No public IPO plans have been announced for InvestSuite.
How can I track InvestSuite secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor InvestSuite's secondary market activity and sign up for updates.