Pulse360
PrivateLast Round
Accelerator
Mar 1, 2020
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Pulse360 is a fintech company that provides a SaaS platform designed to automate and streamline meeting preparations, follow-ups, and financial advice documentation for financial advisors.
Sector
Enterprise Software
Verticals
Vertical SaaS, Wealth Management, Workflow Automation, NLP & Conversational AI, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Pulse360 Comparables
Compare Pulse360 with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vega Minds | 90% | |
| YourStake | 89% | |
| Advisor.AI | 89% |
Pulse360 Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Mar 1, 2020 |
Pulse360 Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Calm Company Fund | Seed |
| University of California, Riverside | Accelerator |
| Expert Dojo | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 25, 2026
Monthly visitors grew 33% MoM, reaching 22.8K.
- Jul 9, 2025
Monthly visitors increased 63% MoM, reaching 23.9K.
Pulse360 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 Pulse360's valuation, stock price, and market status.
Is Pulse360 a public or private company?
Pulse360 is a private company.
What is the current stock price of Pulse360?
Pulse360 is a private company with no public stock price. No recent secondary market data is available.
How much is Pulse360 worth (valuation)?
Valuation information for Pulse360 is not publicly available.
Can I buy Pulse360 stock?
Pulse360 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 Pulse360's last funding round?
Pulse360's most recent funding round was Accelerator on March 1, 2020.
Who are the main investors in Pulse360?
Key investors in Pulse360 include Calm Company Fund, University of California, Riverside, Expert Dojo.
Will Pulse360 IPO soon?
No public IPO plans have been announced for Pulse360.
How can I track Pulse360 secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Pulse360's secondary market activity and sign up for updates.