ActiFi
PrivateLast Round
Angel
Aug 25, 2011
Total Funding Raised
$138,000
Company Overview
ActiFi is a financial software company that provides practice management solutions designed to help financial services organizations and their advisors drive growth and retention.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Sales Enablement, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
ActiFi Comparables
Compare ActiFi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Advisor360 | 71% | |
| Envestnet | 65% | |
| Orion Advisor Solutions | 65% |
ActiFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Angel | Aug 25, 2011 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 25, 2011
$138K raised in an angel round.
ActiFi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Request accessFrequently Asked Questions
Common questions about ActiFi's valuation, stock price, and market status.
Is ActiFi a public or private company?
ActiFi is a private company.
What is the current stock price of ActiFi?
ActiFi is a private company with no public stock price. No recent secondary market data is available.
How much is ActiFi worth (valuation)?
Valuation information for ActiFi is not publicly available.
Can I buy ActiFi stock?
ActiFi 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 ActiFi's last funding round?
ActiFi's most recent funding round was Angel on August 25, 2011.
Who are the main investors in ActiFi?
Investor information for ActiFi is not publicly disclosed.
Will ActiFi IPO soon?
No public IPO plans have been announced for ActiFi.
How can I track ActiFi secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor ActiFi's secondary market activity and sign up for updates.