Companies · Fintech
WEST HOLLYWOOD · Fintech · refined from filed group “Other Technology”
Diligence memoA one-page analyst read on Wealthtech Holdings, LLC — recommendation, valuation, rhythm, risks.→Wealthtech Holdings, LLC has raised $189M over 1 round; too few niche peers to rank its valuation yet.
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.
Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.
Wealthtech Holdings, LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.
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.
Wealthtech Holdings, LLC is one of 1063 Fintech companies tracked from WEST HOLLYWOOD. By capital raised it ranks among the largest (ahead of 99% 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.
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.
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.
Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed, Series A, Series B, Series C — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 17%.
Round size and date are reported; the stage label is inferred from round size (latest is Series D+ — a $100M–$400M round). Valuation is modeled from stage benchmarks scaled by the fintech sector profile. Directional, not a quoted figure.
Not enough modeled valuation points to chart a trajectory.
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.
Raised more than 99% of sector peers (real $). Modeled value above 99% of peers (estimate).
A tighter cohort than the sector chart above — only companies at the same stage (Series D+) 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.
| Company | Stage | Raised · real | Value · est | vs peer med. |
|---|---|---|---|---|
| Greenlight Financial Technology, Inc. | Series D+ | $521.5M | $6.4B | 1.17× |
| RISE WEALTH TECHNOLOGIES GmbH | Series D+ | $170.0M | $5.6B | 1.03× |
| Wealthtech Holdings, LLC this company | Series D+ | $188.5M | $5.3B | 0.97× |
| Flutterwave, Inc. | Series D+ | $229.3M | $4.7B | 0.86× |
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.
| Stage | Amount · real | Announced | Post-money · est | Value · est | Conf. |
|---|---|---|---|---|---|
| Series D+ | $188.5M | 2021-02-01 | $1.6B | $5.3B | 90% |
Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.
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.
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.
| Person | Role | Also runs | Tied since |
|---|---|---|---|
| James Cox | — | 5 other | 2021-02 |
| James Pade | — | 5 other | 2021-02 |
| Scott Kauffman | — | 5 other | 2021-02 |
| Doug Smith | — | 4 other | 2021-02 |
| John Wise | — | 3 other | 2021-02 |
| Colin Close | — | 1 other | 2021-02 |
| Paul Luc Heyvaert | — | — | 2021-02 |
| Vikram Abraham | — | — | 2021-02 |
Wealthtech Holdings, LLC is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.
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.
| Company | Sector | Stage | Raised · real | Value · est | Why similar |
|---|---|---|---|---|---|
| TA Fintech Inc. | Fintech | Series D+ | $193.0M | $954.7M | same sector · same stage |
| RISE WEALTH TECHNOLOGIES GmbH | Fintech | Series D+ | $170.0M | $5.6B | same sector · same stage |
| Flutterwave, Inc. | Fintech | Series D+ | $229.3M | $4.7B | same sector · same stage |
| Heights Management Holdco, LLC | Fintech | Series D+ | $145.2M | $2.7B | same sector · same stage |
| Jeeves Inc. | Fintech | Series D+ | $248.3M | $3.6B | same sector · same stage |
| Frubana Inc | Fintech | Series D+ | $275.0M | $358.3M | same sector · same stage |
| Genco Shipping & Trading Ltd | Fintech | Series D+ | $125.0M | $4.1B | same sector · same stage |
| Taktile | Fintech | Series D+ | $118.8M | $811.3M | same sector · same stage |
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.
| Company | Sector | Stage | Value · est | Match |
|---|---|---|---|---|
| WealthForge Holdings, Inc. | Fintech | Seed | $7.2M | 90% |
| Wealth Factory Inc | Fintech | Pre-Seed | $8.8M | 89% |
| Finary Wealth Inc. | Fintech | Series B | $113.5M | 89% |
| Wealthhub Solutions, Inc. | Fintech | Series A | $7.5M | 89% |
| Wealth, Inc./AZ | Fintech | Series B | $201.8M | 89% |
| Wealthblock Inc. | Fintech | Pre-Seed | $14.2M | 89% |
| Wealthmeup Inc. | Fintech | Pre-Seed | $509K | 88% |
| Wealthfeed, Inc. | Fintech | Seed | $10.0M | 88% |
See where Wealthtech Holdings, LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.
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