Finterest, Inc.
PrivateLast Round
Pre Seed
Jun 1, 2026
Total Funding Raised
$100,000
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Finterest, Inc. operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Pre Seed round in June 2026.
Finterest, Inc. is a FinTech company that provides an AI-powered client acquisition and outreach platform designed for financial advisors and wealth management firms.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Compliance & Risk, NLP & Conversational AI, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finterest, Inc. Comparables
Compare Finterest, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FINNY | 82% | |
| Broadridge Financial Solutions | 71% | |
| Aidentified | 69% |
For institutional investors. Book with your work email.
Finterest, Inc. Funding Rounds
Historical fundraising activity
For institutional investors. Book with your work email.
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 1, 2026
$100K raised in Pre Seed round.
For institutional investors. Book with your work email.
Finterest, Inc. 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 Finterest, Inc.'s valuation, stock price, and market status.
Is Finterest, Inc. a public or private company?
Finterest, Inc. is a private company.
What is the current stock price of Finterest, Inc.?
Finterest, Inc. is a private company, so its shares have no public market price. Caplight tracks Finterest, Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Finterest, Inc. worth (valuation)?
Valuation information for Finterest, Inc. is not publicly available.
Can I buy Finterest, Inc. stock?
Finterest, Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Finterest, Inc.'s last funding round?
Finterest, Inc.'s most recent funding round was Pre Seed on June 1, 2026.
Who are the main investors in Finterest, Inc.?
Investor information for Finterest, Inc. is not publicly disclosed.
Will Finterest, Inc. IPO soon?
No public IPO plans have been announced for Finterest, Inc..
How can I track Finterest, Inc. secondary market activity?
Caplight tracks bids, offers, and trades in Finterest, Inc.'s shares on secondary markets.