Centricity
PrivateLast Round
Series A
Aug 13, 2026
Est. Valuation
$215M
Total Funding Raised
$57M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Centricity is a financial technology company that provides a wealth management platform designed to connect investors with asset managers through an investment product marketplace and advanced portfolio reporting tools.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Centricity Comparables
Compare Centricity with similar companies based on industry and business-model similarity.
Centricity Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Aug 13, 2026 | ||||
| Seed | Sep 12, 2024 | ||||
| Pre Seed | Sep 14, 2022 |
Centricity Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Mitsubishi UFJ Financial Group | Series A |
| Patni Group | Series A |
| SMBC Asia Rising Fund | Series A |
| Stride Ventures | Series A |
| Susquehanna International Group | Series A |
| Burman Family Holdings | Pre Seed |
| InnoVen Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 13, 2026
$30M round led by Mitsubishi UFJ Financial Group and Susquehanna International Group.
- Apr 28, 2026
Kartik Kini joins as Chief Strategy and Execution Officer for Invictus Private Wealth.
Recent news
Latest coverage and updates
- increases_headcount_byAug 13, 2026
Centricity increased headcount by 50 on Sep 1st '26.
- has_revenueAug 13, 2026
Centricity had revenue of $6.45M on Jan 1st '25.
- expands_offices_inAug 13, 2026
Centricity expanded offices in India, Southern Asia, Asia on Aug 13th '26.
- has_revenueAug 13, 2026
Centricity had revenue of $2M on Jan 1st '24.
- increases_headcount_byAug 13, 2026
Centricity increased headcount by 35 on Aug 13th '26.
Centricity 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 Centricity's valuation, stock price, and market status.
Is Centricity a public or private company?
Centricity is a private company.
What is the current stock price of Centricity?
Centricity is a private company with no public stock price. No recent secondary market data is available.
How much is Centricity worth (valuation)?
Centricity's valuation is estimated at $125.0M based on funding round data.
Can I buy Centricity stock?
Centricity 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 Centricity's last funding round?
Centricity's most recent funding round was Seed on September 12, 2024.
Who are the main investors in Centricity?
Key investors in Centricity include Lightspeed Venture Partners.
Will Centricity IPO soon?
No public IPO plans have been announced for Centricity.
How can I track Centricity secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Centricity's secondary market activity and sign up for updates.