Obsidian (Financial Software) Overview

  • Year Founded
  • 2025

Year Founded

  • Status
  • Private

  • Employees
  • 3

Employees

  • Latest Deal Type
  • Early Stage VC

  • Latest Deal Amount
  • $2.68M

  • Investors
  • 3

Obsidian (Financial Software) General Information

Description

Developer of AI-powered practice management and execution software designed for financial advisers and advisory firms. The company's software offers AI-powered practice management, customer relationship management (CRM), portfolio aggregation, AI meeting assistance, document digitization, and more, enabling businesses to reduce administrative overhead, streamline client onboarding, and scale assets under management.

Contact Information

Website
www.obsidianos.com
Formerly Known As
Obsidianos
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • Level 39, One Canada Square
  • Canary Wharf
  • London E14 5AB
  • England, United Kingdom
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • Level 39, One Canada Square
  • Canary Wharf
  • London E14 5AB
  • England, United Kingdom

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Obsidian (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
1. Early Stage VC 04-Jun-2025 $2.68M Completed Generating Revenue
To view Obsidian (Financial Software)’s complete valuation and funding history, request access »

Obsidian (Financial Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Pre-seed
To view Obsidian (Financial Software)’s complete cap table history, request access »

Obsidian (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Obsidian (Financial Software) Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds
Noralon Ventures Venture Capital Minority
Portage Venture Capital Minority
Seka Corporation Minority
To view Obsidian (Financial Software)’s complete investors history, request access »

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Obsidian (Financial Software) FAQs

  • When was Obsidian (Financial Software) founded?

    Obsidian (Financial Software) was founded in 2025.

  • Where is Obsidian (Financial Software) headquartered?

    Obsidian (Financial Software) is headquartered in London, United Kingdom.

  • What is the size of Obsidian (Financial Software)?

    Obsidian (Financial Software) has 3 total employees.

  • What industry is Obsidian (Financial Software) in?

    Obsidian (Financial Software)’s primary industry is Financial Software.

  • Is Obsidian (Financial Software) a private or public company?

    Obsidian (Financial Software) is a Private company.

  • What is the current valuation of Obsidian (Financial Software)?

    The current valuation of Obsidian (Financial Software) is .

  • What is Obsidian (Financial Software)’s current revenue?

    The current revenue for Obsidian (Financial Software) is .

  • How much funding has Obsidian (Financial Software) raised over time?

    Obsidian (Financial Software) has raised $2.68M.

  • Who are Obsidian (Financial Software)’s investors?

    Noralon Ventures, Portage, and Seka have invested in Obsidian (Financial Software).

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