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ModernFi

ModernFi

Private
New York City, New YorkFinTechhttps://www.modernfi.com/

Last Round

Series B

Sep 3, 2025

Total Funding Raised

$53.2M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

ModernFi is a financial services company that operates a deposit network to offer enhanced insurance for depositors while helping institutions attract and retain high-value deposits for improved growth and stability.

Sector

FinTech

Verticals

Digital Banking, Compliance & Risk, Corporate Banking

Business Model

B2B

Customer Profile

Usage-Based SaaS

AI Layer

Non-AI

Keywords

deposit networkdeposit managementreciprocal depositscredit union service organizationCUSOliquidity managementsweep servicesdeposit sweepbanking infrastructureNCUA insuranceFDIC insurancebalance sheet growthdeposit concentrationfintech infrastructureembedded finance

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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ModernFi Comparables

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

ModernFi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
IntraFi
81%
R&T Deposit Solutions
78%
Fiserv
78%

ModernFi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BSep 3, 2025
Series AJan 23, 2024
SeedFeb 14, 2023

Key People

Founding team and executive leadership

Paolo Bertolotti

Founder and CEO

Founding Team

ModernFi Investors

Notable investors and investment history

ModernFi investors
InvestorRounds
Andreessen HorowitzSeries B, Series A, Seed
Regions Financial Corp.Series A
Remarkable VenturesSeries B, Series A
Next Level VenturesSeries B
Curql CollectiveSeries B
Canapi VenturesSeries B, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 29, 2026

    Monthly visitors increased 126% MoM, reaching 17.3K.

  • Dec 3, 2025

    Added key.com, a banking enterprise, as a customer.

Recent news

Latest coverage and updates

  • has_revenueAug 10, 2026

    ModernFi, Inc. had revenue of $2.6M on Sep 1st '25.

  • launchesJul 14, 2026

    ModernFi, Inc. launched upgraded Admin Portal for the NBID network on Jul 19th '26.

ModernFi Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is ModernFi a public or private company?

ModernFi is a private company.

What is the current stock price of ModernFi?

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

How much is ModernFi worth (valuation)?

Valuation information for ModernFi is not publicly available.

Can I buy ModernFi stock?

ModernFi 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 ModernFi's last funding round?

ModernFi's most recent funding round was Series B on September 3, 2025.

Who are the main investors in ModernFi?

Key investors in ModernFi include Andreessen Horowitz, Canapi Ventures.

Will ModernFi IPO soon?

No public IPO plans have been announced for ModernFi.

How can I track ModernFi secondary market activity?

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range54
Year Founded2022
Last FundingSep 3, 2025

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