Instrument Capital Overview

  • Founded
  • 2016

  • Status
  • Private

  • Employees
  • 2

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 3

Instrument Capital General Information


Developer of an investment management platform intended to customize asset allocation for private wealth clients. The company's platform offers white-label personalized risk assessment that algorithmically incorporates client-side characteristics and also offers investor-centric investment funds, enabling private wealth management firms to generate curated marketing for their clients.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 450 Lexington Avenue
  • New York, NY 10017
  • United States

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Instrument Capital Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Later Stage VC 01-Feb-2022 Completed Generating Revenue
1. Accelerator/Incubator 20-Aug-2016 Completed Generating Revenue
To view Instrument Capital’s complete valuation and funding history, request access »

Instrument Capital Patents

Instrument Capital Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20170213288-A1 Systems and methods for personalized investment allocation Inactive 25-Jan-2016 000000000 0

Instrument Capital Executive Team (3)

Name Title Board Seat Contact Info
Leann Zhang Co-Founder & Chief Executive Officer
Daniel Fetner Co-Founder & Advisor
You’re viewing 2 of 3 executive team members. Get the full list »

Instrument Capital Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Instrument Capital Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Dorm Room Fund Venture Capital Minority 000 0000 000000 0
Nick Kim Angel (individual) Minority 000 0000 000000 0
Plug and Play Tech Center Accelerator/Incubator 000 0000 000000 0
To view Instrument Capital’s complete investors history, request access »