Waterlily
PrivateLast Round
Seed
Jan 29, 2025
Total Funding Raised
$9.3M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Waterlily operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Seed round in January 2025.
Waterlily is a financial software company that provides an AI-powered platform to help financial professionals and families predict, plan, and finance long-term care.
Sector
FinTech
Verticals
InsurTech, Wealth Management, Healthcare Analytics
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Waterlily Comparables
Compare Waterlily with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| bQuest | 84% | |
| Healthspan Wealth | 74% | |
| Income Lab | 74% |
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Waterlily Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Jan 29, 2025 | ||||
| Accelerator | Aug 6, 2024 |
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Key People
Founding team and executive leadership
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Waterlily Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| gener8tor | Accelerator |
| Edward Jones Ventures | Seed |
| Gaingels | Pre Seed |
| Brewer Lane Ventures | Seed |
| Nationwide Ventures | Seed |
| Great North Labs | Seed |
| Securian Financial | Accelerator |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 17, 2026
Grew 30% QoQ, from 20 to 26 employees.
- Aug 21, 2026
Grew 20% QoQ, from 20 to 24 employees.
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Waterlily 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.
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Frequently Asked Questions
Common questions about Waterlily's valuation, stock price, and market status.
Is Waterlily a public or private company?
Waterlily is a private company.
What is the current stock price of Waterlily?
Waterlily is a private company, so its shares have no public market price. Caplight tracks Waterlily's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Waterlily worth (valuation)?
Valuation information for Waterlily is not publicly available.
Can I buy Waterlily stock?
Waterlily shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Waterlily's last funding round?
Waterlily's most recent funding round was Seed on January 29, 2025.
Who are the main investors in Waterlily?
Key investors in Waterlily include Brewer Lane Ventures.
Will Waterlily IPO soon?
No public IPO plans have been announced for Waterlily.
How can I track Waterlily secondary market activity?
Caplight tracks bids, offers, and trades in Waterlily's shares on secondary markets.