Indyfin Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 7

Employees

  • Latest Deal Type
  • M&A

Indyfin General Information

Description

Developer of a fintech platform designed to redefine the way consumers find, research, review, and interact with financial advisors. The company's platform uses a data-driven approach based on the adviser's skills and psychometric analysis, and helps in unified investing without making any transfers.

Contact Information

Website
www.indyfin.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 1722 Routh Street
  • Suite 900
  • Dallas, TX 75201
  • United States
+1 (703)
Primary Industry
Financial Software
Other Industries
Information Services (B2C)
Parent Company
WiserAdvisor
Vertical(s)
FinTech
Corporate Office
  • 1722 Routh Street
  • Suite 900
  • Dallas, TX 75201
  • United States
+1 (703)

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Indyfin Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 02-Aug-2023 Completed Generating Revenue
3. Early Stage VC 07-Mar-2022 Completed Generating Revenue
2. Early Stage VC 01-Oct-2021 $2M $2M Completed Generating Revenue
1. Accelerator/Incubator 25-Jan-2019 Completed Generating Revenue
To view Indyfin’s complete valuation and funding history, request access »

Indyfin Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a fintech platform designed to redefine the way consumers find, research, review, and interact with financi
Financial Software
Dallas, TX
7 As of 2023

Cambridge, MA
 
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Indyfin Competitors (1)

One of Indyfin’s competitors is Datalign Advisory, a Venture Capital-Backed company based in Cambridge, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Datalign Advisory Venture Capital-Backed Cambridge, MA
You’re viewing 1 of 1 competitors. Get the full list »

Indyfin Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

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Indyfin Former Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds
Astir Ventures Venture Capital Minority
Leo Capital Venture Capital Minority
Neon Fund Venture Capital Minority
Texas Venture Labs University Minority
To view Indyfin’s complete investors history, request access »

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Indyfin FAQs

  • When was Indyfin founded?

    Indyfin was founded in 2018.

  • Where is Indyfin headquartered?

    Indyfin is headquartered in Dallas, TX.

  • What is the size of Indyfin?

    Indyfin has 7 total employees.

  • What industry is Indyfin in?

    Indyfin’s primary industry is Financial Software.

  • Is Indyfin a private or public company?

    Indyfin is a Private company.

  • What is Indyfin’s current revenue?

    The current revenue for Indyfin is .

  • How much funding has Indyfin raised over time?

    Indyfin has raised $4.2M.

  • Who are Indyfin’s investors?

    Astir Ventures, Leo Capital, Neon Fund, and Texas Venture Labs have invested in Indyfin.

  • Who are Indyfin’s competitors?

    Datalign Advisory is a competitor of Indyfin.

  • When was Indyfin acquired?

    Indyfin was acquired on 02-Aug-2023.

  • Who acquired Indyfin?

    Indyfin was acquired by WiserAdvisor.

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