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The Beans

The Beans

Private
San Francisco, CaliforniaFinTechhttps://join-thebeans.io/

Last Round

Seed

Oct 14, 2025

Est. Valuation

$10M

Total Funding Raised

$8.57M

Company Overview

The Beans is a financial technology company that develops a platform designed to simplify financial planning and reduce financial stress for professionals in the education, healthcare, and non-profit sectors.

Sector

FinTech

Verticals

Personal Finance, HR, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

financial wellnessemployee benefitsfinancial operating systemcash flow automationfintech for employeesB2B SaaSworkforce developmentfinancial coachingpersonal finance appretention platformAI financial planningfintechemployee retentionwealthtechHR tech

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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The Beans Comparables

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

The Beans comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Your Money Line
84%
BrightPlan
82%
Brightside
81%

The Beans Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedOct 14, 2025
AcceleratorJul 18, 2021
Pre SeedJun 3, 2021
Pre SeedFeb 6, 2020

Key People

Founding team and executive leadership

Baba Baba

Group Chief Executive Officer

Executive Team

Melissa Pancoast

Founder CEO

Founding Team

Jill Berardini

Chief Technology Officer

Executive Team

Abhishek Bhasin

COO Advisor

Executive Team

The Beans Investors

Notable investors and investment history

The Beans investors
InvestorRounds
Alloy LabsSeed
Commerce VenturesSeed
TechstarsSeed, Accelerator
Commerce VenturesSeed
Fabric VCSeed
Relay VenturesPre Seed
Precursor VenturesSeed, Pre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 12, 2025

    Grew 17% QoQ, from 24 to 28 employees.

  • Oct 19, 2024

    Grew 16% QoQ, from 19 to 22 employees.

The Beans Filings

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The Beans filings preview — column headings only; records require access
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Frequently Asked Questions

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

Is The Beans a public or private company?

The Beans is a private company.

What is the current stock price of The Beans?

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

How much is The Beans worth (valuation)?

The Beans's valuation is estimated at $10.0M based on funding round data.

Can I buy The Beans stock?

The Beans 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 The Beans's last funding round?

The Beans's most recent funding round was Seed on June 3, 2021.

Who are the main investors in The Beans?

Key investors in The Beans include Precursor Ventures.

Will The Beans IPO soon?

No public IPO plans have been announced for The Beans.

How can I track The Beans secondary market activity?

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range14
Year Founded2017
Last FundingOct 14, 2025

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