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Physis Investment

Physis Investment

Private
MassachusettsFinTechhttps://physisinvestment.com/

Last Round

Accelerator

Oct 4, 2024

Total Funding Raised

$15,000

Company Overview

Physis Investment is a financial software company that provides an AI-powered data and analytics platform for investment professionals.

Sector

FinTech

Verticals

ESG Analytics, Financial Data, Investment Platforms, Wealth Management

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service, Usage-Based SaaS, Services & Consulting

AI Layer

Application

Keywords

ESG data platformsustainable investingimpact investingESG analyticsESG dataESG reportingFinTechSaaS platformAI platformclimate financedata aggregationwealth managementasset managersRIAgenerative AIAPI access

Historical Pricing

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Caplight Momentum Score

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Physis Investment Comparables

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Physis Investment comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
YourStake
84%
Impact Cubed
76%
Clarity AI
76%

Physis Investment Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
AcceleratorOct 4, 2024
AcceleratorMar 11, 2024
AcceleratorJun 14, 2023

Key People

Founding team and executive leadership

Maxi Sergeev

Chief Technology Officer

Executive Team

Physis Investment Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 16, 2026

    Monthly visitors increased 35% MoM.

  • Jan 22, 2026

    Monthly visitors increased 86% MoM.

Physis Investment Filings

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

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Frequently Asked Questions

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

Is Physis Investment a public or private company?

Physis Investment is a private company.

What is the current stock price of Physis Investment?

Physis Investment is a private company with no public stock price. No recent secondary market data is available.

How much is Physis Investment worth (valuation)?

Valuation information for Physis Investment is not publicly available.

Can I buy Physis Investment stock?

Physis Investment shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Physis Investment's last funding round?

Physis Investment's most recent funding round was Accelerator on October 4, 2024.

Who are the main investors in Physis Investment?

Key investors in Physis Investment include BonBillo, Plug and Play Tech Center, BMO, Stevens Institute of Technology, New Jersey Fintech Accelerator at Stevens Institute of Technology powered by Plug and Play.

Will Physis Investment IPO soon?

No public IPO plans have been announced for Physis Investment.

How can I track Physis Investment secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Physis Investment's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersMassachusetts
Employee Range10
Year FoundedN/A
Last FundingOct 4, 2024

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