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Pebble Finance

Pebble Finance

Private
Cambridge, MassachusettsFinTechhttps://pebble.finance/

Last Round

Seed

Jul 14, 2022

Total Funding Raised

$5M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Pebble Finance is a financial software company that provides an AI-powered intelligence layer for wealth management, retail brokerage, and asset management firms to generate actionable portfolio insights.

Sector

FinTech

Verticals

Wealth Management, Financial Data, NLP & Conversational AI, API Management, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

wealth management softwareAI financial advisorfintech APIportfolio analyticsgenerative AI financewealthtechAI copilotautomated reportinginvestment performance analysisB2B SaaSnatural language generationNLGcompliance automationadvisor toolsfinancial data integration

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Pebble Finance Comparables

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Pebble Finance comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Nevis
73%
InvestSuite
71%
TIFIN
70%

Pebble Finance Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJul 14, 2022

Key People

Founding team and executive leadership

James Esdaile

Co-Founder & COO Pebble Finance, Inc.

Founding Team

Justin Whitehead

Co-Founder & CEO

Founding Team

Pebble Finance Investors

Notable investors and investment history

Pebble Finance investors
InvestorRounds
Cendana CapitalSeed
NextView VenturesSeed
Jump CapitalSeed
Cendana CapitalSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors increased 47% MoM.

  • May 19, 2026

    Monthly visitors grew 47% MoM, reaching 4.9K.

Pebble Finance Filings

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

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Frequently Asked Questions

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

Is Pebble Finance a public or private company?

Pebble Finance is a private company.

What is the current stock price of Pebble Finance?

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

How much is Pebble Finance worth (valuation)?

Valuation information for Pebble Finance is not publicly available.

Can I buy Pebble Finance stock?

Pebble Finance 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 Pebble Finance's last funding round?

Pebble Finance's most recent funding round was Seed on July 14, 2022.

Who are the main investors in Pebble Finance?

Key investors in Pebble Finance include Cendana Capital, NextView Ventures, Jump Capital.

Will Pebble Finance IPO soon?

No public IPO plans have been announced for Pebble Finance.

How can I track Pebble Finance secondary market activity?

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

Firmographic Details

HeadquartersCambridge, Massachusetts
Employee Range13
Year Founded2021
Last FundingJul 14, 2022

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