smallcase
PrivateLast Round
Series D
Mar 28, 2025
Est. Valuation
$287.5M
Total Funding Raised
$112.39M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
smallcase is a financial technology company that provides a digital wealth management platform enabling retail investors to build and manage diversified portfolios of stocks, ETFs, and mutual funds.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Financial Data
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
smallcase Comparables
Compare smallcase with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| SAMCO Securities | 81% | |
| Vested Finance | 76% | |
| 360 ONE WAM | 75% |
smallcase Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Mar 28, 2025 | ||||
| Series C | Aug 18, 2021 | ||||
| Series B Extension | Dec 8, 2020 | ||||
| Series B | Sep 28, 2020 | ||||
| Series A | Feb 12, 2019 | ||||
Seed | Jul 17, 2017 |
smallcase Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Peak XV Partners | Series B, Series C, Series A |
| Rainmatter Capital Fund | Seed |
| Arkam Ventures | Series D, Series B, Series C |
| Arkam Ventures | Series D |
| WEH Ventures | Series B, Seed, Series A, Series C |
| Blume Ventures | Series B, Series A, Series C |
| DSP Group | Seed, Series C, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 4, 2026
Over 300 financial brands and institutions now use the platform.
- Mar 4, 2026
Investment platforms now used by over 10 million people in India.
smallcase Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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