Companies · Fintech

Wildlife Partners Raleigh Wealth Solutions EBP #1

BOERNE · Fintech · refined from filed group “Other”

Diligence memoA one-page analyst read on Wildlife Partners Raleigh Wealth Solutions EBP #1 — recommendation, valuation, rhythm, risks.→
$7.5M
Total raised · real
1
Rounds
—
Latest step-up
Top 14%
Sector rank · raised
Series A
Latest stage · inferred · Mon Apr 29 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Wildlife Partners Raleigh Wealth Solutions EBP #1 looks fair against its niche peers and is at-risk 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 0.69× the median modeled value of Series A Fintech companies in 2022–2024 (32 peers) — value vs value, same stage and era.
  • Within the normal band (69% of peer median) for its niche.
At-risk
  • Last raise 2.2 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.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Wildlife Partners Raleigh Wealth Solutions EBP #1 behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
2.4 yr record
Peak capital year was 2024 with $7.5M across 1 filings.
Market position
ahead of 87% of Fintech peers
Capital scale is ahead of 87% of Fintech peers; modeled value is above 83% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Normal applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Consistent
Canonical totals and visible filing detail are broadly aligned.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2024: $7.5M across 1 filings.
  • Largest single filing was $7.5M on 2024-04-29.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
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

Wildlife Partners Raleigh Wealth Solutions EBP #1 is one of 1063 Fintech companies tracked from BOERNE. By capital raised it ranks in the upper tier (ahead of 87% of sector peers), and in the upper tier 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
No revenue
Issuer revenue
Rule 506(c)
Reg D exemption
2024
Year incorporated
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$13M$25M$38M$50MSeries A · 2024-04-29 Raised $7.5M (real) Modeled valuation $44M (est)$7.5M$44MSeries A2024

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 A$7.5M · 2024

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 33%.

Modeled valuation trajectory
$44.2M
Base estimate est.
$9.8M
Conservative case
$99.5M
Upside case
$34.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series A — a $4.0M–$15M 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.

Model inputs · modeled:benchmark-stage-stepup-v1
22%
Dilution assumption
Implied ownership sold in the financing.
53%
Survival probability
29% low · 72% high
1.51×/yr
Annual markup
1.90×/yr upside case
2.2 yr
Elapsed time used
2.2 yr actual, capped for stale marks
fintech
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
—
Avg between rounds
—
Capital velocity
2.4 yr
On record since
2024
First round
1
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)▲ 1.7× above median
This company$7.5M
Sector median$4.3M
Latest round — vs other Series A rounds in sector (real $, this stage)▲ 1.2× above median
This company$7.5M
Sector median$6.1M
Modeled value — vs sector median (estimate, all stages)▼ 1.0× of median
This company$44.2M
Sector median$45.1M

Raised more than 87% of sector peers (real $). Modeled value above 83% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series A) 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 #24 of 32.

This companyCohort peer
$10.0M$100.0M$1.0B$1.0M$10.0M$100.0MCapital raised (log)Thndr · Series A Raised $20.0M · modeled $294.9M (est)Peach Payments · Series A Raised $31.0M · modeled $284.5M (est)Bite Ninja, Inc. · Series A Raised $15.4M · modeled $164.9M (est)Kinside Inc. · Series A Raised $16.7M · modeled $152.0M (est)Plerk Holdings LLC · Series A Raised $12.0M · modeled $143.0M (est)GroMo, Inc. · Series A Raised $11.0M · modeled $141.5M (est)RYSE Inc. · Series A Raised $10.0M · modeled $112.8M (est)Neural Payments, Inc. · Series A Raised $13.2M · modeled $107.1M (est)Bizao · Series A Raised $8.2M · modeled $100.6M (est)Purestream Trading Technologies Inc. · Series A Raised $24.9M · modeled $90.5M (est)Ccl Trading Co Inc · Series A Raised $7.5M · modeled $90.2M (est)Pioneer Valley Trading Company, Llc · Series A Raised $8.0M · modeled $83.9M (est)Wildlife Partners Raleigh Wealth Solutions EBP #1 (this company) Raised $7.5M · modeled $44.2M (est)Wildlife Partners Raleigh Wealth Solutions EBP #1
CompanyStageRaised · realValue · estvs peer med.
ThndrSeries A$20.0M$294.9M4.60×
Peach PaymentsSeries A$31.0M$284.5M4.44×
Bite Ninja, Inc.Series A$15.4M$164.9M2.57×
Kinside Inc.Series A$16.7M$152.0M2.37×
Plerk Holdings LLCSeries A$12.0M$143.0M2.23×
GroMo, Inc.Series A$11.0M$141.5M2.21×
RYSE Inc.Series A$10.0M$112.8M1.76×
Neural Payments, Inc.Series A$13.2M$107.1M1.67×
BizaoSeries A$8.2M$100.6M1.57×
Purestream Trading Technologies Inc.Series A$24.9M$90.5M1.41×
Ccl Trading Co IncSeries A$7.5M$90.2M1.41×
Pioneer Valley Trading Company, LlcSeries A$8.0M$83.9M1.31×
Wildlife Partners Raleigh Wealth Solutions EBP #1 this companySeries A$7.5M$44.2M0.69×
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 A$7.5M2024-04-29$34.1M$44.2M90%
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 A$7.5M2024-04-29
    • First recorded raise — entered as Series A.
Intelligence
—
Modeled next raise
$12.0M
Modeled next size est.range $7.8M–$19.2M
—
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
Chris Gilroy—25 other2024-04
Registry & provenance

Wildlife Partners Raleigh Wealth Solutions EBP #1 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
2021257
SEC CIK
2024
Incorporated
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
Wildlife Partners Raleigh Wealth Solutions EBP 2FintechSeries A$11.0M$45.7Mnetwork1 shared operator · same sector · same stage
Pioneer Valley Trading Company, LlcFintechSeries A$8.0M$83.9Msame sector · same stage
B1Ex Fintech Inc.FintechSeries A$7.0M$78.1Msame sector · same stage
Soteris, Inc.FintechSeries A$8.0M$29.6Msame sector · same stage
HUB2FintechSeries A$8.4M$38.7Msame sector · same stage
Wealthhub Solutions, Inc.FintechSeries A$8.8M$7.5Msame sector · same stage
Suma Wealth, Inc.FintechSeries A$8.9M$17.4Msame sector · same stage
Straddle Payments, Inc.FintechSeries A$9.0M$30.2Msame 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
Wildlife Partners Raleigh Wealth Solutions EBP 2FintechSeries A$45.7M98%
Wildlife Partners EBP 7 LLCOtherSeries A$48.1M83%
Wildlife Partners 52 Ventures EBP #1 LLCOtherSeries A$48.5M83%
Wildlife Partners EBP 8 LLCOtherSeed$15.0M81%
Wildlife Partners EBP #2024B Joint Venture & Wildlife Partners EBP #2024B LLCOtherSeries A$44.1M79%
Wildlife Partners EBP 2021b Joint Venture & Wildlife Partners EBP 2021b LLCOtherPre-Seed$7.5M79%
Wildlife Partners EBP Joint Venture & Wildlife Partners EBP 2019AOtherSeed$32.5M79%
Wildlife Partners EBP 2021A Joint Venture & Wildlife Partners EBP 2021A LLCOtherPre-Seed$9.6M79%
Frequently asked
How much funding has Wildlife Partners Raleigh Wealth Solutions EBP #1 raised?
Wildlife Partners Raleigh Wealth Solutions EBP #1 has raised approximately $7.5M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Wildlife Partners Raleigh Wealth Solutions EBP #1's estimated valuation?
Provath's modeled valuation for Wildlife Partners Raleigh Wealth Solutions EBP #1 is approximately $44.2M (modeled range $9.8M–$99.5M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Wildlife Partners Raleigh Wealth Solutions EBP #1 at?
Wildlife Partners Raleigh Wealth Solutions EBP #1's latest modeled financing stage is Series A. Its most recent recorded round closed around Mon Apr 29.
What does Wildlife Partners Raleigh Wealth Solutions EBP #1 do and where is it based?
Wildlife Partners Raleigh Wealth Solutions EBP #1 operates in the Fintech sector, based in BOERNE.
Explore related

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