Waterlily
PrivateLast Round
Seed
Jan 29, 2025
Total Funding Raised
$9.3M
Company Overview
Waterlily is a financial software company that provides an AI-powered platform to help financial professionals and families predict, plan, and finance long-term care.
Sector
FinTech
Verticals
InsurTech, Wealth Management, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Waterlily Comparables
Compare Waterlily with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| StrateCision, Inc. | 71% | |
| Assured Allies | 69% | |
| Income Lab | 65% |
Waterlily Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 29, 2025 | ||||
| Accelerator | Aug 6, 2024 |
Key People
Founding team and executive leadership
Waterlily Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| gener8tor | Accelerator |
| Edward Jones Ventures | Seed |
| Brewer Lane Ventures | Seed |
| Nationwide Ventures | Seed |
| Great North Labs | Seed |
| Securian Financial | Accelerator |
| Insight Partners | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 7, 2025
Co-founder and COO Evan Ehrenberg named to the list.
- Jan 29, 2025
$7M raised in Seed round.
Waterlily 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 Waterlily's valuation, stock price, and market status.
Is Waterlily a public or private company?
Waterlily is a private company.
What is the current stock price of Waterlily?
Waterlily is a private company with no public stock price. No recent secondary market data is available.
How much is Waterlily worth (valuation)?
Valuation information for Waterlily is not publicly available.
Can I buy Waterlily stock?
Waterlily 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 Waterlily's last funding round?
Waterlily's most recent funding round was Seed on January 29, 2025.
Who are the main investors in Waterlily?
Key investors in Waterlily include Brewer Lane Ventures.
Will Waterlily IPO soon?
No public IPO plans have been announced for Waterlily.
How can I track Waterlily secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Waterlily's secondary market activity and sign up for updates.