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Tandems

Tandems

Private
San Francisco, CaliforniaFinTechhttps://tandems.ai/

Last Round

Series E

Jun 19, 2018

Total Funding Raised

$119M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

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

Keywords

wealth operating systemWealthOSAI for financial advisorsadvisor productivity platformadvisor copilotwealth management softwarewealth techfintech infrastructureenterprise SaaSadvisor workflow automationvertical AIvertical SaaSlegacy system integrationpersonalized portfolio management

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Tandems Comparables

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Tandems comparables — related companies by embedding similarity
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TIFIN
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Nitrogen
79%
Zocks
78%

Tandems Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series EJun 19, 2018
DebtMay 24, 2016
Series DMay 24, 2016
VC RoundApr 23, 2015
Series BJul 3, 2013

Key People

Founding team and executive leadership

Mike Sha

Co-Founder & CEO, CEO, Co-Founder

Founding Team

Samir Salvi

Chief Financial Officer

Executive Team

Dan Mercurio

Chief Operating Officer

Executive Team

Tandems Investors

Notable investors and investment history

Tandems investors
InvestorRounds
Bain Capital VenturesSeries E, Series D, Series B
UBS Group AGSeries E, Series D
Union Square VenturesSeries E, Series D, Series B
New York Life Insurance CompanySeries E, Series D
DCM VenturesSeries E, Series D, Series A
Mouro CapitalSeries D
Nyca PartnersSeries E, Series D, VC Round

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.

Tandems Filings

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Tandems filings preview — column headings only; records require access
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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 with no public stock price. No recent secondary market data is available.

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. Visit https://www.caplight.com to learn more.

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 for private companies. Visit https://www.caplight.com to monitor Tandems's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range87
Year Founded2006
Last FundingJun 19, 2018

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