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FundGuard

FundGuard

Private
New York City, New YorkFinTechhttps://www.fundguard.com/

Last Round

Series C

Mar 25, 2024

Est. Valuation

$400M

Total Funding Raised

$156M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

FundGuard is a fintech company that provides an AI-powered, cloud-native investment accounting platform for asset managers, custodian banks, and fund administrators.

Sector

FinTech

Verticals

Investment Platforms, Accounting & Expense, Wealth Management, Data Integration

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

investment accountinginvestment ledgerinvestment book of recordIBORaccounting book of recordABORnet asset valueNAVinvestment operationsportfolio accountingcloud-native accountingfintech SaaSinvestment data managementcore banking systemlegacy system replacementAI-powered accountingback office automation

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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FundGuard Comparables

Compare FundGuard with similar companies based on industry and business-model similarity.

FundGuard comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Clearwater Analytics
80%
Ridgeline
80%
NeoXam
75%

FundGuard Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series CMar 25, 2024
Series BApr 19, 2022
Series AFeb 23, 2021
SeedOct 18, 2018

Key People

Founding team and executive leadership

Yaniv Zecharya

CTO and Co-founder

Founding Team

Lior Yogev

CEO And Co-founder

Founding Team

FundGuard Investors

Notable investors and investment history

FundGuard investors
InvestorRounds
Team8Series B, Series C, Series A
Hamilton LaneSeries C
Blumberg CapitalSeries B, Series C, Seed, Series A
Key1 CapitalSeries C
Euclidean CapitalSeries C
State StreetSeries C, Series B
LionBirdSeries B, Seed, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Monthly visitors increased 35% MoM, from 4.4K to 6K.

  • Jul 26, 2026

    Monthly visitors increased 81% MoM, reaching 4.4K.

FundGuard Filings

Explore SEC and related filing metadata, where available.

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

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

Is FundGuard a public or private company?

FundGuard is a private company.

What is the current stock price of FundGuard?

FundGuard is a private company with no public stock price. No recent secondary market data is available.

How much is FundGuard worth (valuation)?

FundGuard's valuation is estimated at $400.0M based on funding round data.

Can I buy FundGuard stock?

FundGuard 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 FundGuard's last funding round?

FundGuard's most recent funding round was Series C on March 25, 2024.

Who are the main investors in FundGuard?

Key investors in FundGuard include Team8, Blumberg Capital, Key1 Capital, LionBird, Citigroup.

Will FundGuard IPO soon?

No public IPO plans have been announced for FundGuard.

How can I track FundGuard secondary market activity?

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

Firmographic Details

HeadquartersNew York City, New York
Employee Range137
Year Founded2018
Last FundingMar 25, 2024

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