Candidly
PrivateLast Round
Series B
Mar 7, 2023
Total Funding Raised
$46.45M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Candidly operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series B round in March 2023.
Candidly is a financial technology company that provides an AI-driven platform for student debt and savings optimization, enabling employers and financial institutions to offer comprehensive financial wellness benefits.
Sector
FinTech
Verticals
HR, Personal Finance, Lending & Credit
Business Model
B2B2C
Customer Profile
Subscription SaaS, Marketplace Commission, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Candidly Comparables
Compare Candidly with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Savi | 89% | |
| Tuition.io | 88% | |
| Vestwell | 82% |
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Candidly Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Mar 7, 2023 | ||||
| Series A Extension | Mar 3, 2021 | ||||
| Series A | Mar 6, 2019 | ||||
| Accelerator | Jun 18, 2018 | ||||
| Seed | Jan 1, 2018 | ||||
Seed | Dec 1, 2017 |
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Key People
Founding team and executive leadership
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Candidly Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Financial Solutions Lab | Accelerator |
| Unum Ventures | Series B |
| SixThirty Ventures | Series A Extension, Series A |
| Salesforce Ventures | Series B, Series A Extension, Series A |
| Reach Capital | Series A |
| Vulcan Capital | Series A Extension, Series A |
| Rethink Impact | Series B, Series A Extension, Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 12, 2026
NerdWallet acquired College Finance Company LLC.
- Mar 3, 2026
Positioned to serve over 35 million Americans through partnerships.
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Recent news
Latest coverage and updates
- launchesSep 30, 2026
Candidly launches benefits-aware financial guidance that uses employees’ finances, pay, debt, and existing benefits to provide holistic guidance through conversational AI in New York on Sep 30th '26.
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Candidly 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 Candidly's valuation, stock price, and market status.
Is Candidly a public or private company?
Candidly is a private company.
What is the current stock price of Candidly?
Candidly is a private company, so its shares have no public market price. Caplight tracks Candidly's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Candidly worth (valuation)?
Valuation information for Candidly is not publicly available.
Can I buy Candidly stock?
Candidly shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Candidly's last funding round?
Candidly's most recent funding round was Series B on March 7, 2023.
Who are the main investors in Candidly?
Key investors in Candidly include Rethink Impact, Altos Ventures.
Will Candidly IPO soon?
No public IPO plans have been announced for Candidly.
How can I track Candidly secondary market activity?
Caplight tracks bids, offers, and trades in Candidly's shares on secondary markets.