FundGuard
PrivateLast Round
Series C
Mar 25, 2024
Est. Valuation
$400M
Total Funding Raised
$156M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
FundGuard operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series C round in March 2024.
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
Accounting & Expense, Investment Platforms, Cloud Infrastructure, Compliance & Risk, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FundGuard Comparables
Compare FundGuard with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FINBOURNE Technology | 83% | |
| Clearwater Analytics | 80% | |
| Ridgeline | 80% |
For institutional investors. Book with your work email.
FundGuard Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Mar 25, 2024 | ||||
| Series B | Apr 19, 2022 | ||||
| Series A | Feb 23, 2021 | ||||
| Seed | Oct 18, 2018 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
FundGuard Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Team8 | Series B, Series C, Series A |
| Citi Ventures | Series B |
| Plug and Play Tech Center | Seed |
| Hamilton Lane | Series C |
| Blumberg Capital | Series B, Series C, Seed, Series A |
| Key1 Capital | Series C |
| Euclidean Capital | Series C |
For institutional investors. Book with your work email.
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.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- signs_new_clientOct 13, 2026
On Oct 13th '26, Fundguard signs Meeder Investment Management, Inc. as a client for a cloud-native investment accounting platform that modernizes and scales fund administration in Ohio and New York.
For institutional investors. Book with your work email.
FundGuard 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.
Book a demoFor institutional investors. Book with your work email.
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, so its shares have no public market price. Caplight tracks FundGuard's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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, State Street, LionBird.
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 in FundGuard's shares on secondary markets.