Hazeltree

Private

New York City, New YorkFinTechhttps://hazeltree.com/

Last Round

Strategic

Aug 23, 2022

Total Funding Raised

$28M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Hazeltree is a financial technology company that provides cloud-based treasury, liquidity, and portfolio management solutions for the alternative asset and investment management industries.

Sector

FinTech

Verticals

Vertical SaaS, Wealth Management, Investment Platforms, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

treasury management systemTMScollateral managementliquidity managementsecurities financealternative asset managementhedge fund softwareinvestment operationsSaaS treasurymargin managementcash managementbuy-side technologypredictive liquidity analyticsautomated reconciliationfintech

Historical Pricing

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Caplight Momentum Score

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Hazeltree Comparables

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Hazeltree comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Indus Valley Partners	80%
Transcend	79%
CloudMargin	73%

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Hazeltree Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Strategic	Aug 23, 2022
Series A	Aug 23, 2022
Strategic	Oct 3, 2019
Buyout/LBO	Dec 16, 2009

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Key People

Founding team and executive leadership

Jake Lewit

Chief Financial Officer

Executive Team

Sandeep Rawal

Chief Product Architect, Chief Product Officer

Executive Team

Hazeltree Investors

Notable investors and investment history

Hazeltree investors
Investor	Rounds
Hamilton Lane	Series A, Strategic
FINTOP Capital	Strategic
Bendigo Partners	Buyout/LBO

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Market signals

Structured signals derived from secondary market and firmographic data.

Nov 1, 2025
Platform facilitates $8 billion in daily transactions.
Nov 1, 2025
Platform now used by over 500 investment firms.

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Hazeltree Filings

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Hazeltree filings preview — column headings only; records require access
Type	Date	Amount Offered	Amount Sold	Filing	Pages	Download

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Firmographic Details

HeadquartersNew York City, New York

Employee Range103

Year Founded2011

Last FundingAug 23, 2022

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