Lively, Inc.
PrivateLast Round
Series C
Oct 13, 2021
Total Funding Raised
$122.2M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Lively, Inc. operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series C round in October 2021.
Lively, Inc. is a fintech company that provides a platform for employee benefits such as Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), and Health Reimbursement Arrangements (HRA).
Sector
FinTech
Verticals
HR, Personal Finance, Digital Payments
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Usage-Based SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Lively, Inc. Comparables
Compare Lively, Inc. with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ThrivePass | 85% | |
| Navia Benefit Solutions | 79% | |
| Ameriflex | 79% |
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Lively, Inc. Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Oct 13, 2021 | ||||
| Series B | Oct 16, 2019 | ||||
| Series A | Oct 30, 2018 | ||||
| Seed | Sep 26, 2017 |
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Lively, Inc. Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SV Angel | Seed |
| PJC | Series B, Series A, Seed |
| B Capital Group | Series C |
| Streamlined Ventures | Series B, Seed |
| Haystack Partners | Seed |
| Ally Ventures | Series B |
| Teamworthy Ventures | Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors increased 32% MoM.
- Nov 16, 2025
Added Internet Brands, a digital media company, as a customer.
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Recent news
Latest coverage and updates
- launchesNov 3, 2026
Lively, Inc. launches the Remodel Health HSA, powered by Lively, on Nov 3rd '26 in Indiana and California, giving employers administering a CHOICE Arrangement an HSA that connects directly to employees’ health-plan shopping experience.
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Lively, 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.
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Frequently Asked Questions
Common questions about Lively, Inc.'s valuation, stock price, and market status.
Is Lively, Inc. a public or private company?
Lively, Inc. is a private company.
What is the current stock price of Lively, Inc.?
Lively, Inc. is a private company, so its shares have no public market price. Caplight tracks Lively, Inc.'s secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Lively, Inc. worth (valuation)?
Valuation information for Lively, Inc. is not publicly available.
Can I buy Lively, Inc. stock?
Lively, Inc. shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Lively, Inc.'s last funding round?
Lively, Inc.'s most recent funding round was Series C on October 13, 2021.
Who are the main investors in Lively, Inc.?
Key investors in Lively, Inc. include B Capital Group, Costanoa Ventures.
Will Lively, Inc. IPO soon?
No public IPO plans have been announced for Lively, Inc..
How can I track Lively, Inc. secondary market activity?
Caplight tracks bids, offers, and trades in Lively, Inc.'s shares on secondary markets.