Diligence memo · auto-generated · as of July 2, 2026
Canter Wealth Holdco, LLC
Canter Wealth Holdco, LLC looks fair against its niche peers and is active on financing cadence.
Businessfiled
Canter Wealth Holdco, LLC operates in Fintech, based in LA JOLLA.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Canter Wealth Holdco, LLC has raised $1.8M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Seed (a $1.0M–$4.0M round).
Largest single filing: $1.5M on 2025-06-11.
Most recent recorded round closed around 2025-06-11.
Valuation (modeled)modeled
Provath models Canter Wealth Holdco, LLC at approximately $4.8M (range $1.3M–$9.9M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 0.80× the median modeled value of Seed Fintech companies in 2025–2027 (11 peers) — value vs value, same stage and era. Within the normal band (80% of peer median) for its niche.
Financing rhythm & timingmixed
Historic cadence: a new round about every 30 months.
Last raise 13 mo ago; this sector typically re-raises about every 12 months.
Raising on or ahead of the sector's normal rhythm.
The last round stepped up 5.0× from the prior — scaling.
Comparablesmixed
Capital scale ranks ahead of 76% of Fintech peers (1063 compared).
Modeled value ranks above 69% of those peers.
Closest niche peers: Affinity Africa, PayTic, Cauridor, Happy Pay, Munify.
Peoplefiled
1 named person on file across officers, directors and signatories.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.