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Fundvisory SAS

Fundvisory SAS

Private

Last Round

VC Round

Jul 12, 2018

Total Funding Raised

$340,000

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Fundvisory SAS is a fintech company that provides white-label robo-advisory software and digital investment solutions for financial institutions.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, InsurTech, Compliance & Risk, CRM

Business Model

B2B2C

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

robo-advisorwhite-label investment platformwealth management softwarewealthtechknow your customerKYCdigital investment platformB2B2C fintechportfolio management toolsSaaS financial platformbanking APIBaaSautomated risk profilingfinancial diagnostic toolwealth advisor CRM

Historical Pricing

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Caplight Momentum Score

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Fundvisory SAS Comparables

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

Fundvisory SAS comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
InvestSuite
82%
investify TECH
81%
Gambit Financial Solutions
79%

Fundvisory SAS Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundJul 12, 2018
SeedJun 15, 2016

Fundvisory SAS Investors

Notable investors and investment history

Fundvisory SAS investors
InvestorRounds
MacifVC Round

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors grew 310% MoM.

Fundvisory SAS Filings

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

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

Is Fundvisory SAS a public or private company?

Fundvisory SAS is a private company.

What is the current stock price of Fundvisory SAS?

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

How much is Fundvisory SAS worth (valuation)?

Valuation information for Fundvisory SAS is not publicly available.

Can I buy Fundvisory SAS stock?

Fundvisory SAS 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 Fundvisory SAS's last funding round?

Fundvisory SAS's most recent funding round was VC Round on July 12, 2018.

Who are the main investors in Fundvisory SAS?

Key investors in Fundvisory SAS include Macif.

Will Fundvisory SAS IPO soon?

No public IPO plans have been announced for Fundvisory SAS.

How can I track Fundvisory SAS secondary market activity?

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

Firmographic Details

HeadquartersBuchelay
Employee Range11
Year Founded2015
Last FundingJul 12, 2018

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