Diligence memo · auto-generated · as of July 2, 2026
Williams & Smith Wealth Building Network
Williams & Smith Wealth Building Network has raised $118M over 2 rounds; too few niche peers to rank its valuation yet.
Businessfiled
Williams & Smith Wealth Building Network operates in Fintech, based in WALNUT CREEK.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Williams & Smith Wealth Building Network has raised $118M in disclosed capital across 2 recorded rounds, aggregated from public filings. Its latest round is modeled as Series D+ (a $100M–$400M round).
Largest single filing: $110M on 2025-07-10.
Most recent recorded round closed around 2025-07-10.
Valuation (modeled)modeled
Provath models Williams & Smith Wealth Building Network at approximately $966M (range $598M–$1.2B). 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
Historic cadence: a new round about every 52 months.
Last raise 12 mo ago; this sector typically re-raises about every 12 months.
Raising on or ahead of the sector's normal rhythm.
The last round stepped up 14.7× from the prior — scaling.
Comparablesmixed
Capital scale ranks ahead of 98% of Fintech peers (1063 compared).
Modeled value ranks above 98% of those peers.
Closest niche peers: TA Fintech Inc., Taktile.
Peoplefiled
1 named person on file across officers, directors and signatories.
Risks & flagsmixed
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.