Diligence memo · auto-generated · as of July 2, 2026

AFFLUENCE Corp

AFFLUENCE Corp looks fair against its niche peers and is at-risk on financing cadence.

WatchOverdue for a raise versus sector cadence — could be a bridge, a down round, or distress. Watch for the next filing.

Businessfiled

AFFLUENCE Corp operates in Other, based in Oak Brook.

Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.

No verified homepage on file yet — operating evidence is limited to the public record.

Capital & rounds (filed)filed

AFFLUENCE Corp has raised $27M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).

Largest single filing: $22M on 2024-06-03.

Most recent recorded round closed around 2024-06-03.

Valuation (modeled)modeled

Provath models AFFLUENCE Corp at approximately $139M (range $55M–$252M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.

Read: Fair. Modeled value is 0.88× the median modeled value of Series B Other companies in 2022–2024 (465 peers) — value vs value, same stage and era. Within the normal band (88% of peer median) for its niche.

Financing rhythm & timingmixed

Historic cadence: a new round about every 155 months.

Last raise 2.1 yr ago; this sector typically re-raises about every 11 months.

Past due for a raise versus sector cadence — watch for distress or a bridge.

The last round stepped up 4.4× from the prior — scaling.

Comparablesmixed

Capital scale ranks ahead of 89% of Other peers (25015 compared).

Modeled value ranks above 86% of those peers.

Closest niche peers: Ever/Body, Inc., Financeware Holdings LLC, American Cricket Enterprises Inc., Xlerate Ultimate Holdings, Lp, MDME Ultimate Holdings, LP.

Peoplefiled

10 named people on file across officers, directors and signatories.

Risks & flagsmixed

Overdue for a raise versus sector norm — distress or bridge risk.

Broad sector classification weakens peer comparison.

No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.