Diligence memo · auto-generated · as of July 3, 2026
Wildlife Partners Raleigh Wealth Solutions EBP 2
Wildlife Partners Raleigh Wealth Solutions EBP 2 looks over-valued against its niche peers and is quiet on financing cadence.
Businessfiled
Wildlife Partners Raleigh Wealth Solutions EBP 2 operates in Fintech, based in BOERNE.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Wildlife Partners Raleigh Wealth Solutions EBP 2 has raised $11M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series A (a $4.0M–$15M round).
Largest single filing: $11M on 2025-03-04.
Most recent recorded round closed around 2025-03-04.
Valuation (modeled)modeled
Provath models Wildlife Partners Raleigh Wealth Solutions EBP 2 at approximately $46M (range $14M–$85M). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Over-valued. Modeled value is 2.53× the median modeled value of Series A Fintech companies in 2025–2027 (18 peers) — value vs value, same stage and era. Issuer reports no revenue, yet is modeled well above niche peers.
Financing rhythm & timingmixed
Last raise 16 mo ago; this sector typically re-raises about every 12 months.
Slightly overdue versus sector cadence.
Comparablesmixed
Capital scale ranks ahead of 89% of Fintech peers (1063 compared).
Modeled value ranks above 83% of those peers.
Closest niche peers: Money Fellows, Raenest, Lending Market Technology Inc., Summit Pay, Inc., Forest City Trading Group, LLC.
Peoplefiled
1 named person on file across officers, directors and signatories.
Risks & flagsmixed
Modeled above niche peers — valuation risk on entry.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.