Amount$60M
Post-money valuation$550M
SeriesSeries G
AnnouncedDec 7, 2023
SectorFintech, Advisory, Wealth Management
Strong
A strong, well-structured round.
Round size vs peers
Smaller than the typical Series G round.
Syndicate size
Healthy syndicate of 5 investors.
Insider conviction
2 existing investors re-upped — insiders doubling down.
Investor track record
A mix of established and emerging investors.
Heuristic read of round size vs peers, syndicate size, insider conviction, and investor track record. Not investment advice.
vs. Series G rounds (105)
Round size distribution15th pct
smaller Series G roundslarger
Post-money valuation7th pct
$160Mthis round: $550M$25B
vs. Fintech, Advisory, Wealth Management (7)
Round size in sector100th pct
$3Mthis round: $60M$60M
