Sagewell Financial
PrivateLast Round
Seed
Jan 26, 2022
Total Funding Raised
$5M
Company Overview
Sagewell Financial is a financial technology company that provides a retiree-centric digital banking and benefits platform, including high-yield checking accounts and personalized retirement support services.
Sector
FinTech
Verticals
Digital Banking, Personal Finance, Wealth Management
Business Model
B2C
Customer Profile
Payment Processing Fee, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sagewell Financial Comparables
Compare Sagewell Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Retirable | 85% | |
| SilverBills | 64% | |
| Carefull | 60% |
Sagewell Financial Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 26, 2022 |
Sagewell Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| 25madison | Seed |
| Clocktower Ventures | Seed |
| PJC | Seed |
| SixThirty Ventures | Seed |
| TTV Capital | Seed |
| Primetime Partners | Seed |
Sagewell Financial 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 Sagewell Financial's valuation, stock price, and market status.
Is Sagewell Financial a public or private company?
Sagewell Financial is a private company.
What is the current stock price of Sagewell Financial?
Sagewell Financial is a private company with no public stock price. No recent secondary market data is available.
How much is Sagewell Financial worth (valuation)?
Valuation information for Sagewell Financial is not publicly available.
Can I buy Sagewell Financial stock?
Sagewell Financial 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 Sagewell Financial's last funding round?
Sagewell Financial's most recent funding round was Seed on January 26, 2022.
Who are the main investors in Sagewell Financial?
Key investors in Sagewell Financial include 25madison, Primetime Partners.
Will Sagewell Financial IPO soon?
No public IPO plans have been announced for Sagewell Financial.
How can I track Sagewell Financial secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Sagewell Financial's secondary market activity and sign up for updates.