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SpreadWise

SpreadWise

Private
United StatesFinTechhttps://www.spreadwise.ai/

Last Round

Series A

Dec 1, 2021

Total Funding Raised

$2.5M

Company Overview

SpreadWise is a financial technology company that provides a platform for advisors to access tax-efficient liquidity through box spread financing strategies.

Sector

FinTech

Verticals

Wealth Management, Lending & Credit, Financial Data

Business Model

B2B

Customer Profile

Services & Consulting

AI Layer

Non-AI

Keywords

box spreadtax-efficient liquiditywealth managementsynthetic loanRIA platformsecurities-based lendingSBLOCfinancial advisor toolsindex optionsportfolio liquiditytax-loss harvestingalternative lendingfamily office servicesfintech

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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SpreadWise Comparables

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SpreadWise comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
The Charles Schwab Corporation
66%
Supernova Technology
63%
Cync Software
38%

SpreadWise Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ADec 1, 2021
SeedDec 1, 2020

Key People

Founding team and executive leadership

Peter Larsen

Co-Founder CTO

Founding Team

Alex Goldstein

Chief Executive Officer, Co-Founder

Founding Team

SpreadWise Investors

Notable investors and investment history

SpreadWise investors
InvestorRounds
Tribe CapitalSeries A
L CattertonSeries A, Seed
Activant CapitalSeries A
Day One VenturesSeries A
Alumni VenturesSeries A
Lightspeed Venture PartnersSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Oct 15, 2025

    Grew 300% QoQ from 1 to 4 employees.

  • Dec 1, 2021

    Lightspeed Venture Partners led the Series A round.

SpreadWise Filings

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

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Frequently Asked Questions

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

Is SpreadWise a public or private company?

SpreadWise is a private company.

What is the current stock price of SpreadWise?

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

How much is SpreadWise worth (valuation)?

Valuation information for SpreadWise is not publicly available.

Can I buy SpreadWise stock?

SpreadWise 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 SpreadWise's last funding round?

SpreadWise's most recent funding round was Series A on December 1, 2021.

Who are the main investors in SpreadWise?

Key investors in SpreadWise include L Catterton, Lightspeed Venture Partners.

Will SpreadWise IPO soon?

No public IPO plans have been announced for SpreadWise.

How can I track SpreadWise secondary market activity?

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

Firmographic Details

HeadquartersUnited States
Employee Range3
Year FoundedN/A
Last FundingDec 1, 2021

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