Avenir
PrivateLast Round
Pre Seed
Apr 9, 2024
Total Funding Raised
$550,000
Company Overview
Avenir operates in FinTech and is based in London. Its latest recorded funding round was a Pre Seed round in April 2024.
Avenir is a financial software company that provides a generative AI-powered chat assistant for wealth management firms to automate data extraction, report generation, and client interactions.
Sector
FinTech
Verticals
Workflow Automation, Wealth Management, Compliance & Risk, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Avenir Comparables
Compare Avenir with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| AdvisoryAI | 93% | |
| Otto Finance | 92% | |
| PlannerPal | 88% |
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Avenir Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Pre Seed | Apr 9, 2024 | ||||
| Accelerator | Sep 19, 2023 |
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Key People
Founding team and executive leadership
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Avenir Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Techstars | Accelerator, Pre Seed |
| Morgan Stanley | Pre Seed |
| SFC Capital | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 18, 2026
Monthly visitors grew 59% MoM.
- May 13, 2025
Launched a 'chatgpt for wealth management firms' product.
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Avenir 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 Avenir's valuation, stock price, and market status.
Is Avenir a public or private company?
Avenir is a private company.
What is the current stock price of Avenir?
Avenir is a private company, so its shares have no public market price. Caplight tracks Avenir's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Avenir worth (valuation)?
Valuation information for Avenir is not publicly available.
Can I buy Avenir stock?
Avenir shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Avenir's last funding round?
Avenir's most recent funding round was Pre Seed on April 9, 2024.
Who are the main investors in Avenir?
Key investors in Avenir include SFC Capital.
Will Avenir IPO soon?
No public IPO plans have been announced for Avenir.
How can I track Avenir secondary market activity?
Caplight tracks bids, offers, and trades in Avenir's shares on secondary markets.