Fispoke
PrivateLast Round
Seed
Dec 26, 2024
Total Funding Raised
$2M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Fispoke operates in FinTech and is based in Boston, Massachusetts. Its latest recorded funding round was a Seed round in December 2024.
Fispoke is a WealthTech company that provides an integrated private banking and lending platform for independent financial advisors, RIAs, and broker-dealers.
Sector
FinTech
Verticals
Wealth Management, Lending & Credit, Digital Banking, Vertical SaaS
Business Model
B2B2C
Customer Profile
Marketplace Commission, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fispoke Comparables
Compare Fispoke with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Envestnet | 40% | |
| SkyView Partners | 35% | |
| Uptiq | 33% |
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Fispoke Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Dec 26, 2024 | ||||
| Seed | Jun 5, 2024 |
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Key People
Founding team and executive leadership
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Fispoke Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Founder's Chair | Seed |
| First Rate Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Monthly visitors grew 71% MoM, reaching 3.3K.
- Jul 25, 2026
Monthly visitors increased 59% MoM.
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Fispoke 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.
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Frequently Asked Questions
Common questions about Fispoke's valuation, stock price, and market status.
Is Fispoke a public or private company?
Fispoke is a private company.
What is the current stock price of Fispoke?
Fispoke is a private company, so its shares have no public market price. Caplight tracks Fispoke's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Fispoke worth (valuation)?
Valuation information for Fispoke is not publicly available.
Can I buy Fispoke stock?
Fispoke shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Fispoke's last funding round?
Fispoke's most recent funding round was Seed on December 26, 2024.
Who are the main investors in Fispoke?
Key investors in Fispoke include First Rate Ventures.
Will Fispoke IPO soon?
No public IPO plans have been announced for Fispoke.
How can I track Fispoke secondary market activity?
Caplight tracks bids, offers, and trades in Fispoke's shares on secondary markets.