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BalancedTrust

BalancedTrust

Private
Plantation, FloridaFinTechhttps://www.balanced-trust.com/

Last Round

Seed Round

Mar 5, 2026

Momentum

Top 25%

of companies Caplight tracks

Company Overview

BalancedTrust is a financial services company that provides an AI-powered compliance and risk management software platform for financial institutions, fintechs, and payment providers.

Sector

FinTech

Verticals

Compliance & Risk, RegTech, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Infrastructure

Keywords

regtechcompliance automationrisk management platformregulatory compliancethird-party riskcompliance infrastructureregulatory scanningAPI-first complianceAI compliancefintech riskautomated risk scoringcompliance as a serviceregulatory techtransaction monitoringB2B SaaS

Historical Pricing

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Caplight Momentum Score

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BalancedTrust Comparables

Compare BalancedTrust with similar companies based on industry and business-model similarity.

BalancedTrust comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Kobalt Labs
86%
Themis
78%
Hummingbird
76%

BalancedTrust Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Seed RoundMar 5, 2026

Key People

Founding team and executive leadership

David Hadesty

Chief Business Officer Co-Founder

Founding Team

Travis Dulaney

Co-Founder, CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 22, 2026

    Monthly visitors grew 169% MoM, reaching 2.1K.

  • Jul 26, 2026

    Monthly visitors grew 466% MoM, from 140 to 793.

BalancedTrust Filings

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

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Frequently Asked Questions

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

Is BalancedTrust a public or private company?

BalancedTrust is a private company.

What is the current stock price of BalancedTrust?

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

How much is BalancedTrust worth (valuation)?

Valuation information for BalancedTrust is not publicly available.

Can I buy BalancedTrust stock?

BalancedTrust 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 BalancedTrust's last funding round?

BalancedTrust's most recent funding round was Seed Round on March 5, 2026.

Who are the main investors in BalancedTrust?

Investor information for BalancedTrust is not publicly disclosed.

Will BalancedTrust IPO soon?

No public IPO plans have been announced for BalancedTrust.

How can I track BalancedTrust secondary market activity?

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

Firmographic Details

HeadquartersPlantation, Florida
Employee Range7
Year Founded2024
Last FundingMar 5, 2026

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