Tandems
PrivateLast Round
Series E
Jun 19, 2018
Total Funding Raised
$119M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Tandems operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series E round in June 2018.
Tandems is a fintech company that provides an AI-native wealth operating system for financial institutions.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Tandems Comparables
Compare Tandems with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| TIFIN | 81% | |
| Nitrogen | 79% | |
| Zocks | 78% |
For institutional investors. Book with your work email.
Tandems Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series E | Jun 19, 2018 | ||||
| Debt | May 24, 2016 | ||||
| Series D | May 24, 2016 | ||||
| VC Round | Apr 23, 2015 | ||||
| Series B | Jul 3, 2013 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Tandems Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Bain Capital Ventures | Series E, Series D, Series B |
| UBS Group AG | Series E, Series D |
| Union Square Ventures | Series E, Series D, Series B |
| New York Life Insurance Company | Series E, Series D |
| DCM Ventures | Series E, Series D, Series A |
| Mouro Capital | Series D |
| Nyca Partners | Series E, Series D, VC Round |
For institutional investors. Book with your work email.
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 37% MoM.
- Mar 2, 2026
Monthly visitors grew 181% MoM, reaching 4.9K.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- launchesOct 27, 2026
Tandems launches Hamilton, an AI assistant for financial advisors that manages up to 80% of daily tasks, on Oct 27th '26.
For institutional investors. Book with your work email.
Tandems 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.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Tandems's valuation, stock price, and market status.
Is Tandems a public or private company?
Tandems is a private company.
What is the current stock price of Tandems?
Tandems is a private company, so its shares have no public market price. Caplight tracks Tandems's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Tandems worth (valuation)?
Valuation information for Tandems is not publicly available.
Can I buy Tandems stock?
Tandems shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Tandems's last funding round?
Tandems's most recent funding round was Series E on June 19, 2018.
Who are the main investors in Tandems?
Key investors in Tandems include Bain Capital Ventures, Union Square Ventures, DCM Ventures, Nyca Partners, Eaton Vance.
Will Tandems IPO soon?
No public IPO plans have been announced for Tandems.
How can I track Tandems secondary market activity?
Caplight tracks bids, offers, and trades in Tandems's shares on secondary markets.