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BalancedTrust

BalancedTrust

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

Last Round

Seed Round

Feb 14, 2026

Momentum

Top 25%

of companies Caplight tracks

Company Overview

BalancedTrust operates in FinTech and is based in Plantation, Florida. It was founded in 2024.

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

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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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%
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BalancedTrust Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Seed RoundFeb 14, 2026
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Key People

Founding team and executive leadership

David Hadesty

Chief Business Officer Co-Founder

Founding Team

Travis Dulaney

Co-Founder, CEO

Founding Team

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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.

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BalancedTrust Filings

Explore SEC and related filing metadata, where available.

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

Filing documents are not displayed on this public page. Request access to learn about available coverage.

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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, so its shares have no public market price. Caplight tracks BalancedTrust's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

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.

When was BalancedTrust's last funding round?

BalancedTrust's most recent funding round was Seed Round on February 14, 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 in BalancedTrust's shares on secondary markets.

Firmographic Details

HeadquartersPlantation, Florida
Employee Range7
Year Founded2024
Last FundingFeb 14, 2026

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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