Diligence memo · auto-generated · as of July 2, 2026
Collective Wealth, Llc
Collective Wealth, Llc looks under-valued against its niche peers and is at-risk on financing cadence.
Businessfiled
Collective Wealth, Llc operates in Fintech, based in DAYTON.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Collective Wealth, Llc has raised $400K in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Pre-Seed (a round under $1.0M).
Largest single filing: $400K on 2024-03-07.
Most recent recorded round closed around 2024-03-07.
Valuation (modeled)modeled
Provath models Collective Wealth, Llc at approximately $2.3M (range $256K–$8.5M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Under-valued. Modeled value is 0.36× the median modeled value of Pre-Seed Fintech companies in 2022–2024 (31 peers) — value vs value, same stage and era.
Financing rhythm & timingmixed
Last raise 2.3 yr ago; this sector typically re-raises about every 12 months.
Past due for a raise versus sector cadence — watch for distress or a bridge.
Comparablesmixed
Capital scale ranks ahead of 69% of Fintech peers (1063 compared).
Modeled value ranks above 67% of those peers.
Closest niche peers: MoneyHash, Nexta, Sava, Exponent Wealth Inc., Anchor.
Peoplefiled
1 named person on file across officers, directors and signatories.
Risks & flagsmixed
Overdue for a raise versus sector norm — distress or bridge risk.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.