AssetPlus
PrivateLast Round
Series B
Jan 19, 2026
Est. Valuation
$94M
Total Funding Raised
$28.9M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
AssetPlus is a fintech company that provides a digital wealth-tech platform for mutual fund distributors and financial advisors to manage client portfolios and investment products.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Compliance, NLP & Conversational AI
Business Model
B2B2C
Customer Profile
Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
AssetPlus Comparables
Compare AssetPlus with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Wealthy | 90% | |
| Centricity | 83% | |
| Prudent Corporate Advisory Services | 82% |
AssetPlus Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 19, 2026 | ||||
| Series A | Nov 21, 2024 | ||||
| Seed | May 11, 2022 |
Key People
Founding team and executive leadership
AssetPlus Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Rainmatter Capital Fund | Series A, Series B |
| Eight Roads Ventures | Series B, Series A |
| Venture Catalysts | Seed |
| Nexus Venture Partners | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 19, 2026
$19.3M round led by Nexus Venture Partners.
- Jul 20, 2025
Grew 21% QoQ, adding 52 employees.
Recent news
Latest coverage and updates
- launchesSep 3, 2026
Assetplus launched Portfolio Management Services on Sep 3rd '26.
- hiresJul 21, 2026
AssetPlus hired Ajit Narasimhan on Jul 1st '26.
- hiresJul 21, 2026
AssetPlus hired Ajit on Jul 1st '26.
- invests_into_assetsJul 3, 2026
AssetPlus invested into assets: infrastructure in India, Southern Asia, Asia on Jul 3rd '26.
- launchesJun 26, 2026
AssetPlus launched AI Assist at AssetPlus Partner Prestige on Jun 26th '26.
AssetPlus 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 AssetPlus's valuation, stock price, and market status.
Is AssetPlus a public or private company?
AssetPlus is a private company.
What is the current stock price of AssetPlus?
AssetPlus is a private company with no public stock price. No recent secondary market data is available.
How much is AssetPlus worth (valuation)?
AssetPlus's valuation is estimated at $94.0M based on funding round data.
Can I buy AssetPlus stock?
AssetPlus 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 AssetPlus's last funding round?
AssetPlus's most recent funding round was Series B on January 19, 2026.
Who are the main investors in AssetPlus?
Key investors in AssetPlus include Eight Roads Ventures, Nexus Venture Partners.
Will AssetPlus IPO soon?
No public IPO plans have been announced for AssetPlus.
How can I track AssetPlus secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor AssetPlus's secondary market activity and sign up for updates.