Sidekick
PrivateLast Round
Series A
Feb 5, 2026
Est. Valuation
$19.76M
Total Funding Raised
$20.16M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Sidekick is a financial services company that provides a wealth management platform offering actively managed investment portfolios, high-interest savings accounts, and portfolio-backed lending for professionals and entrepreneurs.
Sector
FinTech
Verticals
Wealth Management, Lending & Credit, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Sidekick Comparables
Compare Sidekick with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| J.P. Morgan | 76% | |
| Moneyfarm | 74% | |
| NatWest Group | 73% |
Sidekick Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Feb 5, 2026 | ||||
| Seed | Jun 12, 2024 | ||||
| Pre Seed | Oct 27, 2022 |
Key People
Founding team and executive leadership
Sidekick Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MS&AD Ventures | Series A, Seed |
| Pact VC | Series A, Seed |
| Koro Capital | Series A |
| EOS Ventures | Series A |
| TheVentureCity | Series A, Seed |
| 1818 Venture Capital | Series A, Seed |
| Semantic Ventures | Series A, Pre Seed, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 5, 2026
$11M round led by Development Bank of Wales and EOS Ventures.
- Jun 12, 2024
$5.7M round led by Pact VC and TheVentureCity.
Sidekick 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 Sidekick's valuation, stock price, and market status.
Is Sidekick a public or private company?
Sidekick is a private company.
What is the current stock price of Sidekick?
Sidekick is a private company with no public stock price. No recent secondary market data is available.
How much is Sidekick worth (valuation)?
Sidekick's valuation is estimated at $19.8M based on funding round data.
Can I buy Sidekick stock?
Sidekick 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 Sidekick's last funding round?
Sidekick's most recent funding round was Seed on June 13, 2024.
Who are the main investors in Sidekick?
Key investors in Sidekick include Pact VC, TheVentureCity, Octopus Ventures.
Will Sidekick IPO soon?
No public IPO plans have been announced for Sidekick.
How can I track Sidekick secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Sidekick's secondary market activity and sign up for updates.