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ModernFi

ModernFi

Private
New York City, New YorkFinTechhttps://modernfi.com

Last Round

Series B

Sep 3, 2025

Total Funding Raised

$53.2M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

ModernFi operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series B round in September 2025.

ModernFi is a financial services company that operates a deposit network to offer enhanced insurance for depositors while helping institutions attract and retain high-value deposits for improved growth and stability.

Sector

FinTech

Verticals

Digital Banking, Corporate Banking, Compliance & Risk

Business Model

B2B

Customer Profile

Usage-Based SaaS

AI Layer

Non-AI

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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ModernFi Comparables

Compare ModernFi with similar companies based on industry and business-model similarity.

ModernFi comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
IntraFi
81%
R&T Deposit Solutions
78%
Fiserv
78%
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ModernFi Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BSep 3, 2025
Series AJan 23, 2024
SeedFeb 14, 2023
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Key People

Founding team and executive leadership

Paolo Bertolotti

Founder and CEO

Founding Team

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ModernFi Investors

Notable investors and investment history

ModernFi investors
InvestorRounds
Andreessen HorowitzSeries B, Series A, Seed
Regions Financial Corp.Series A
Remarkable VenturesSeries B, Series A
Next Level VenturesSeries B
Curql CollectiveSeries B
Canapi VenturesSeries B, Series A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 29, 2026

    Monthly visitors increased 126% MoM, reaching 17.3K.

  • Dec 3, 2025

    Added key.com, a banking enterprise, as a customer.

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Recent news

Latest coverage and updates

  • has_revenueAug 10, 2026

    ModernFi, Inc. has $2.6M in revenue for September 2025.

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ModernFi Filings

Explore SEC and related filing metadata, where available.

ModernFi filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about ModernFi's valuation, stock price, and market status.

Is ModernFi a public or private company?

ModernFi is a private company.

What is the current stock price of ModernFi?

ModernFi is a private company, so its shares have no public market price. Caplight tracks ModernFi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is ModernFi worth (valuation)?

Valuation information for ModernFi is not publicly available.

Can I buy ModernFi stock?

ModernFi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was ModernFi's last funding round?

ModernFi's most recent funding round was Series B on September 3, 2025.

Who are the main investors in ModernFi?

Key investors in ModernFi include Andreessen Horowitz, Canapi Ventures.

Will ModernFi IPO soon?

No public IPO plans have been announced for ModernFi.

How can I track ModernFi secondary market activity?

Caplight tracks bids, offers, and trades in ModernFi's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range54
Year Founded2022
Last FundingSep 3, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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