Carefull
PrivateLast Round
Debt
Jun 18, 2025
Total Funding Raised
$19.7M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Carefull is a fintech company that provides an AI-powered financial safety platform designed to protect older adults and their families from fraud, scams, and financial mistakes.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Digital Identity, InsurTech
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Carefull Comparables
Compare Carefull with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| EverSafe | 90% | |
| True Link Financial | 82% | |
| The Bonadio Group | 67% |
Carefull Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Jun 18, 2025 | ||||
| Series A | Oct 11, 2023 | ||||
| Seed | Feb 18, 2021 |
Key People
Founding team and executive leadership
Carefull Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Alloy Labs | Series A |
| Commerce Ventures | Series A |
| Commerce Ventures | Series A |
| Montage Ventures | Series A |
| CIBC Innovation Banking | Debt |
| K50 Ventures | Seed |
| Fin Venture Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Monthly visitors increased 54% MoM.
- Dec 8, 2025
Presented at the Money20/20 conference in Las Vegas.
Recent news
Latest coverage and updates
- hiresSep 1, 2026
Carefull Corporation hired Gregory Samanez-Larkin as Research Fellow on Sep 1st '26.
- identified_as_competitor_ofJun 24, 2026
getcarefull.com identified as competitor of EVERSAFE Advisor. The limited on Jun 24th '26.
- identified_as_competitor_ofJun 24, 2026
getcarefull.com identified as competitor of True Link Financial, Inc. on Jun 24th '26.
Carefull 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 Carefull's valuation, stock price, and market status.
Is Carefull a public or private company?
Carefull is a private company.
What is the current stock price of Carefull?
Carefull is a private company with no public stock price. No recent secondary market data is available.
How much is Carefull worth (valuation)?
Valuation information for Carefull is not publicly available.
Can I buy Carefull stock?
Carefull 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 Carefull's last funding round?
Carefull's most recent funding round was Debt on June 18, 2025.
Who are the main investors in Carefull?
Key investors in Carefull include Fin Venture Capital, NextView Ventures, Bessemer Venture Partners.
Will Carefull IPO soon?
No public IPO plans have been announced for Carefull.
How can I track Carefull secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Carefull's secondary market activity and sign up for updates.