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UNest

UNest

Private
North Hollywood, CaliforniaFinTechhttps://unest.co/

Last Round

Series B

Nov 17, 2021

Est. Valuation

$120M

Total Funding Raised

$42M

Company Overview

UNest is a financial technology company that provides a mobile application designed to help parents save and invest for their children's future through custodial investment accounts.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Personal Finance

Business Model

B2C

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Non-AI

Keywords

custodial investment accountUGMAUTMAcustodial accountkids investment appfamily wealth buildingfinancial advisor toolsautomated investingkid saving appfintech platformwealth managementB2B2Crobo-advisorsubscription SaaS

Historical Pricing

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Caplight Momentum Score

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UNest Comparables

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UNest comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Backer
82%
Stockpile
81%
Acorns
81%

UNest Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BNov 17, 2021
Series AJun 16, 2020
SeedJan 15, 2020
SeedOct 24, 2019
SeedSep 3, 2019

Key People

Founding team and executive leadership

Mike Massey

Chief Executive Officer

Executive Team

UNest Investors

Notable investors and investment history

UNest investors
InvestorRounds
Draper DragonSeed, Series A
OneWay VenturesSeries B
Franklin TempletonSeries B
Launchpad CapitalSeries B
Northwestern Mutual Future VenturesSeed, Series A, Series B
AltaIR CapitalSeries B
The Artemis FundSeries A, Seed, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Nov 17, 2021

    $26M round led by The Artemis Fund

  • Jun 16, 2020

    $9M round led by Anthos Capital

UNest Filings

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

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Frequently Asked Questions

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

Is UNest a public or private company?

UNest is a private company.

What is the current stock price of UNest?

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

How much is UNest worth (valuation)?

UNest's valuation is estimated at $25.0M based on funding round data.

Can I buy UNest stock?

UNest 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 UNest's last funding round?

UNest's most recent funding round was Series B on June 16, 2020.

Who are the main investors in UNest?

Key investors in UNest include The Artemis Fund, Anthos Capital.

Will UNest IPO soon?

No public IPO plans have been announced for UNest.

How can I track UNest secondary market activity?

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

Firmographic Details

HeadquartersNorth Hollywood, California
Employee Range16
Year Founded2018
Last FundingNov 17, 2021

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