Diligence memo · auto-generated · as of July 2, 2026
Wealthtech Holdings, LLC
Wealthtech Holdings, LLC has raised $189M over 1 round; too few niche peers to rank its valuation yet.
Businessfiled
Wealthtech Holdings, LLC operates in Fintech, based in WEST HOLLYWOOD.
Sub-sector tags: fintech.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Wealthtech Holdings, LLC has raised $189M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series D+ (a $100M–$400M round).
Largest single filing: $189M on 2021-02-01.
Most recent recorded round closed around 2021-02-01.
Valuation (modeled)modeled
Provath models Wealthtech Holdings, LLC at approximately $5.3B (range $1.0B–$10.8B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Too few comparable companies in this niche to rank the valuation fairly yet.
Financing rhythm & timingmixed
Last raise 5.4 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.
Comparablesmixed
Capital scale ranks ahead of 99% of Fintech peers (1063 compared).
Modeled value ranks above 99% of those peers.
Closest niche peers: Greenlight Financial Technology, Inc., RISE WEALTH TECHNOLOGIES GmbH, Flutterwave, Inc..
Peoplefiled
8 named people on file across officers, directors and signatories.
Risks & flagsmixed
Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.