FusionIQ
PrivateLast Round
Strategic
Jun 11, 2025
Est. Valuation
$66.67M
Total Funding Raised
$2M
Company Overview
FusionIQ operates in FinTech and is based in Woburn, Massachusetts. Its latest recorded funding round was a Strategic round in June 2025.
FusionIQ is a financial software company that provides a digital wealth management platform for financial institutions and advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Workflow Automation
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FusionIQ Comparables
Compare FusionIQ with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| AdvisorEngine | 84% | |
| SigFig | 83% | |
| GeoWealth | 78% |
For institutional investors. Book with your work email.
FusionIQ Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Jun 11, 2025 | ||||
| VC Round | Oct 9, 2024 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
FusionIQ Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Oak Ridge Management Group | VC Round |
| The Raptor Group | VC Round |
| Gideon Strategic Partners | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 11, 2025
$2M round led by Siebert Financial Corp.
- Nov 13, 2024
Monthly visitors grew 169% MoM, reaching 3.5K.
For institutional investors. Book with your work email.
FusionIQ 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 FusionIQ's valuation, stock price, and market status.
Is FusionIQ a public or private company?
FusionIQ is a private company.
What is the current stock price of FusionIQ?
FusionIQ is a private company, so its shares have no public market price. Caplight tracks FusionIQ's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is FusionIQ worth (valuation)?
FusionIQ's valuation is estimated at $66.7M based on funding round data.
Can I buy FusionIQ stock?
FusionIQ shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was FusionIQ's last funding round?
FusionIQ's most recent funding round was Strategic on June 11, 2025.
Who are the main investors in FusionIQ?
Key investors in FusionIQ include Oak Ridge Management Group, The Raptor Group, Gideon Strategic Partners.
Will FusionIQ IPO soon?
No public IPO plans have been announced for FusionIQ.
How can I track FusionIQ secondary market activity?
Caplight tracks bids, offers, and trades in FusionIQ's shares on secondary markets.