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Plum

Plum

Private

Last Round

Debt

Apr 14, 2025

Est. Valuation

$194.8M

Total Funding Raised

$73.92M

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Plum is a fintech company that offers a smart money application utilizing artificial intelligence and behavioral economics to automate savings and investments while providing actionable insights for effective expense management.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, Digital Banking, NLP & Conversational AI, Investment Platforms

Business Model

B2C

Customer Profile

Subscription SaaS, Freemium, Data as a Service

AI Layer

Application

Keywords

personal finance managementsmart money appautomated savingsAI financial guidanceinvestment platformbudgeting appfintechrobo-advisorautomated investingmoney managementfinancial healthneobankwealth managementsavings accountfreemium

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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Track how buyer interest and sentiment changes over time.

Plum Comparables

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

Plum comparables — related companies by embedding similarity
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Sova Assessment
87%
Emma
86%
Criteria Corp
86%

Plum Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtApr 14, 2025
Series BJul 23, 2024
Series BNov 30, 2023
Convertible DebtOct 18, 2022
Series ANov 30, 2021
VC Round
Jul 21, 2020

Key People

Founding team and executive leadership

Philipp von Lossau

CFO

Executive Team

Plum Investors

Notable investors and investment history

Plum investors
InvestorRounds
Venture FriendsSeries A, Series B, VC Round
Future FundVC Round
DMG VenturesSeries A
500 GlobalSeries A, Seed
Global Brain CorporationVC Round
European Bank for Reconstruction and DevelopmentSeries A, VC Round
iGrow Venture PartnersSeries B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors increased 33% MoM, reaching 303K.

  • Jun 25, 2026

    Approaching UK CASS Large Firm classification for client assets.

Recent news

Latest coverage and updates

  • recognized_asAug 26, 2026

    Plum recognized as FT1000: Europe's Fastest-Growing Companies 2026.

  • recognized_asAug 26, 2026

    Plum recognized as one of the fastest-growing companies in the UK.

Plum Filings

Explore SEC and related filing metadata, where available.

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

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Frequently Asked Questions

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

Is Plum a public or private company?

Plum is a private company.

What is the current stock price of Plum?

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

How much is Plum worth (valuation)?

Valuation information for Plum is not publicly available.

Can I buy Plum stock?

Plum 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 Plum's last funding round?

Plum's most recent funding round was Debt on April 14, 2025.

Who are the main investors in Plum?

Key investors in Plum include DMG Ventures, European Bank for Reconstruction and Development, Ventura Capital, Banco Bilbao Vizcaya Argentaria.

Will Plum IPO soon?

No public IPO plans have been announced for Plum.

How can I track Plum secondary market activity?

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

Firmographic Details

HeadquartersLondon
Employee Range242
Year Founded2016
Last FundingApr 14, 2025

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