Companies · Fintech

Students of Wealth, Inc.

NEW YORK · Fintech · refined from filed group “Other

Diligence memoA one-page analyst read on Students of Wealth, Inc. — recommendation, valuation, rhythm, risks.
$23.9M
Total raised · real
1
Rounds
1.6×
Latest step-up
Top 8%
Sector rank · raised
Series B
Latest stage · inferred · Tue Oct 19 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Students of Wealth, Inc. looks fair against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the fintech sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Fair
  • Modeled value is 0.84× the median modeled value of Series B Fintech companies in 2019–2021 (11 peers) — value vs value, same stage and era.
  • Within the normal band (84% of peer median) for its niche.
Dormant
  • Last raise 4.7 yr ago; this sector typically re-raises about every 12 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Fintech

Students of Wealth, Inc. is one of 1063 Fintech companies tracked from NEW YORK. By capital raised it ranks among the largest (ahead of 93% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
31
Investors (latest)
2021-10-19
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$125M$250M$375M$500MSeries B · 2021-10-19 Raised $15M (real) Modeled valuation $298M (est)$15M$298MSeries B2021Series B · 2021-10-19 Raised $24M (real) Modeled valuation $471M (est)$24M$471MSeries B2021+$24MCumulative $39M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series B$15.1M · 2021
Series B extension$23.9M · 2021

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 25%.

Modeled valuation trajectory
$470.8M
Base estimate est.
$57.3M
Conservative case
$1.4B
Upside case
$132.6M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the fintech sector profile. Directional, not a quoted figure.

Series B · modeled $297.5M · 2021-10-192021Series B · modeled $470.8M · 2021-10-192021
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
65%
Survival probability
43% low · 80% high
1.43×/yr
Annual markup
1.74×/yr upside case
4.7 yr
Elapsed time used
4.7 yr actual, capped for stale marks
fintech
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
0 mo
Avg between rounds
Capital velocity
4.7 yr
On record since
2021
First round
2
Rounds on file
How it compares to the market

Benchmarked against 1063 companies in Fintech. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 5.6× above median
This company$23.9M
Sector median$4.3M
Latest round — vs other Series B rounds in sector (real $, this stage) 1.2× above median
This company$23.9M
Sector median$20.0M
Modeled value — vs sector median (estimate, all stages) 10× above median
This company$470.8M
Sector median$45.1M

Raised more than 93% of sector peers (real $). Modeled value above 96% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #8 of 11.

This companyCohort peer
$100.0M$1.0B$10.0B$10.0M$100.0MCapital raised (log)LEADER SKY TRADING Ltd · Series B Raised $38.5M · modeled $1.2B (est)FairMoney · Series B Raised $42.0M · modeled $919.4M (est)Fintual, Inc. · Series B Raised $38.5M · modeled $753.3M (est)True Payments Holdings · Series B Raised $37.0M · modeled $733.6M (est)Warren Payments, Inc. · Series B Raised $35.5M · modeled $720.4M (est)Alphaeon Credit HoldCo LLC · Series B Raised $19.5M · modeled $561.5M (est)BankFive, MHC · Series B Raised $25.0M · modeled $526.6M (est)AZA Finance · Series B Raised $20.0M · modeled $464.5M (est)Veryfi, Inc. · Series B Raised $18.8M · modeled $456.6M (est)Credit Sesame, Inc. · Series B Raised $44.8M · modeled $415.6M (est)Students of Wealth, Inc. (this company) Raised $23.9M · modeled $470.8M (est)Students of Wealth, Inc.
CompanyStageRaised · realValue · estvs peer med.
LEADER SKY TRADING LtdSeries B$38.5M$1.2B2.16×
FairMoneySeries B$42.0M$919.4M1.64×
Fintual, Inc.Series B$38.5M$753.3M1.34×
True Payments HoldingsSeries B$37.0M$733.6M1.31×
Warren Payments, Inc.Series B$35.5M$720.4M1.28×
Alphaeon Credit HoldCo LLCSeries B$19.5M$561.5M1.00×
BankFive, MHCSeries B$25.0M$526.6M0.94×
Students of Wealth, Inc. this companySeries B$23.9M$470.8M0.84×
AZA FinanceSeries B$20.0M$464.5M0.83×
Veryfi, Inc.Series B$18.8M$456.6M0.81×
Credit Sesame, Inc.Series B$44.8M$415.6M0.74×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series B$15.1M2021-10-19$83.8M$297.5M90%
Series B$23.9M2021-10-19$132.6M$470.8M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series B$15.1M2021-10-19
    • First recorded raise — entered as Series B.
    • 28 investors on this round.
  2. Series B$23.9M2021-10-19
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 1.6× larger than the prior — scaling up.
    • 31 investors on this round.
Intelligence
Modeled next raise
$37.8M
Modeled next size est.range $24.6M$60.5M
1.6×
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Louis Upkins2021-10
Sue Harnett2021-10
Tanya Van Court2021-10
Tuoyo Louis2021-10
Registry & provenance

Students of Wealth, Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1901088
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
BankFive, MHCFintechSeries B$25.0M$526.6Msame sector · same stage
Formance, Inc.FintechSeries B$25.1M$116.4Msame sector · same stage
Mozaic Payments, Inc.FintechSeries B$25.6M$250.9Msame sector · same stage
LulaFintechSeries B$21.0M$88.0Msame sector · same stage
Apto Payments, Inc.FintechSeries B$27.2M$357.9Msame sector · same stage
SafetyKit, Inc.FintechSeries B$27.2M$155.5Msame sector · same stage
Butter Payments, Inc.FintechSeries B$27.5M$360.5Msame sector · same stage
AZA FinanceFintechSeries B$20.0M$464.5Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Wealth, Inc./AZFintechSeries B$202.0M86%
Wealthmeup Inc.FintechPre-Seed$509K85%
Wealthramp, Inc.FintechSeed$4.3M85%
Wealthblock Inc.FintechPre-Seed$14.2M85%
Finary Wealth Inc.FintechSeries B$113.6M85%
Wealthtech Holdings, LLCFintechSeries D+$5.3B84%
Wealthfeed, Inc.FintechSeed$10.0M84%
Wealthhub Solutions, Inc.FintechSeries A$7.5M84%
Frequently asked
How much funding has Students of Wealth, Inc. raised?
Students of Wealth, Inc. has raised approximately $23.9M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Students of Wealth, Inc.'s estimated valuation?
Provath's modeled valuation for Students of Wealth, Inc. is approximately $470.8M (modeled range $57.3M–$1.4B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Students of Wealth, Inc. at?
Students of Wealth, Inc.'s latest modeled financing stage is Series B. Its most recent recorded round closed around Tue Oct 19.
What does Students of Wealth, Inc. do and where is it based?
Students of Wealth, Inc. operates in the Fintech sector, based in NEW YORK.
Explore related

See where Students of Wealth, Inc. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

Is this your company?

If you work at Students of Wealth, Inc., claim this profile or suggest a correction. We aggregate from public filings, so help us keep your description, website and links accurate.

Is this your company? Update your profile or add contact details — and choose exactly who can reach you. Reviewed before anything is published.