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Obsidian Technologies

Obsidian Technologies

Private

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Obsidian Technologies is a fintech company that provides an AI-powered practice management platform for financial advisers.

Sector

FinTech

Verticals

Wealth Management, Workflow Automation, Document Management, NLP & Conversational AI, Vertical SaaS

Business Model

B2B

Customer Profile

Freemium, Usage-Based SaaS

AI Layer

Application

Keywords

practice management softwarewealthtechfinancial adviser toolsAI automationvertical SaaSsuitability report generationCRM automationprivacy-by-designfintechSOC 2 compliancedocument managementparaplanner softwareAI copilotfreemium SaaScustody platform

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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Obsidian Technologies Comparables

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

Obsidian Technologies comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Automwrite Ltd
91%
AdvisoryAI
88%
PlannerPal
87%

Obsidian Technologies Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Ronald Noble

Chief Technology Officer

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 30, 2026

    Monthly visitors increased 42% MoM.

  • Jun 20, 2026

    Monthly visitors grew 94% MoM, reaching 12.3K.

Obsidian Technologies Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Obsidian Technologies a public or private company?

Obsidian Technologies is a private company.

What is the current stock price of Obsidian Technologies?

Obsidian Technologies is a private company with no public stock price. Caplight tracks Obsidian Technologies's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is Obsidian Technologies worth (valuation)?

Valuation information for Obsidian Technologies is not publicly available.

Can I buy Obsidian Technologies stock?

Obsidian Technologies 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 Obsidian Technologies's last funding round?

Funding round information for Obsidian Technologies is not publicly available.

Who are the main investors in Obsidian Technologies?

Investor information for Obsidian Technologies is not publicly disclosed.

Will Obsidian Technologies IPO soon?

No public IPO plans have been announced for Obsidian Technologies.

How can I track Obsidian Technologies secondary market activity?

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

Firmographic Details

HeadquartersLondon
Employee Range3
Year FoundedN/A
Last Funding—

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