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Congruent Solutions

Congruent Solutions

Private
Cupertino, CaliforniaFinTechhttps://www.congruentsolutions.com/

Last Round

Private Equity

Oct 18, 2023

Est. Valuation

$7M

Total Funding Raised

$1.4M

Company Overview

Congruent Solutions is an IT consulting and outsourcing company that provides retirement plan administration and technology services intended to serve financial institutions and retirement plan providers.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Compliance & Risk, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

retirement recordkeepingplan administrationthird-party administratorTPAbusiness process-as-a-serviceBPaaSretirement SaaSdefined contribution plansplan onboardingretirement techwealthtechregulatory complianceretirement plan softwareback-office outsourcingfintech operations

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Congruent Solutions Comparables

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Congruent Solutions comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Actuarial Systems Corporation
86%
Stax.ai
79%
Majesco
76%

Congruent Solutions Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityOct 18, 2023
SeedJan 22, 2013

Congruent Solutions Investors

Notable investors and investment history

Congruent Solutions investors
InvestorRounds
Fulcrum Venture IndiaSeed
Sanaka GroupPrivate Equity

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 4, 2025

    Monthly visitors increased 133% MoM, reaching 6.3K.

  • Oct 18, 2023

    Sanaka Group led the Private Equity round.

Congruent Solutions Filings

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Congruent Solutions filings preview — column headings only; records require access
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Frequently Asked Questions

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

Is Congruent Solutions a public or private company?

Congruent Solutions is a private company.

What is the current stock price of Congruent Solutions?

Congruent Solutions is a private company with no public stock price. Caplight tracks Congruent Solutions's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is Congruent Solutions worth (valuation)?

Congruent Solutions's valuation is estimated at $7.0M based on funding round data.

Can I buy Congruent Solutions stock?

Congruent Solutions 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 Congruent Solutions's last funding round?

Congruent Solutions's most recent funding round was Private Equity on January 22, 2013.

Who are the main investors in Congruent Solutions?

Key investors in Congruent Solutions include Fulcrum Venture India, Sanaka Group.

Will Congruent Solutions IPO soon?

No public IPO plans have been announced for Congruent Solutions.

How can I track Congruent Solutions secondary market activity?

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

Firmographic Details

HeadquartersCupertino, California
Employee Range15
Year Founded1986
Last FundingOct 18, 2023

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