K1x Overview

  • Year Founded
  • 2022

Year Founded

  • Status
  • Private

  • Employees
  • 78

Employees

  • Latest Deal Type
  • Early Stage VC

  • Latest Deal Amount
  • $175M

  • Investors
  • 2

K1x General Information

Description

Operator of a fintech company intended to digitize investors' experience. The company offers implementation, onboarding, custom development, data management, process optimization, and data validation services through its software tools, enabling institutional investors and accounting firms to move from traditionally analog-based processes to an all-digital experience, reducing risk and opportunity cost.

Contact Information

Website
k1x.io
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1 High Street Court
  • Morristown, NJ 07960
  • United States
+1 (312)
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Accounting, Audit and Tax Services (B2B)
Vertical(s)
Corporate Office
  • 1 High Street Court
  • Morristown, NJ 07960
  • United States
+1 (312)

K1x Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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K1x Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC 16-Apr-2026 $175M Completed Generating Revenue
2. Early Stage VC (Series B) 26-Sep-2024 Completed Generating Revenue
1. Early Stage VC (Series A) 15-Dec-2022 $15M $15M Completed Generating Revenue
To view K1x’s complete valuation and funding history, request access »

K1x Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B
Series A
To view K1x’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

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Exit Type

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K1x Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a fintech company intended to digitize investors' experience. The company offers implementation, onboarding,
Business/Productivity Software
Morristown, NJ
78 As of 2026

College Station, TX
 
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K1x Competitors (1)

One of K1x’s competitors is Holistiplan, a Private Equity-Backed company based in College Station, TX.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Holistiplan Private Equity-Backed College Station, TX
You’re viewing 1 of 1 competitors. Get the full list »

K1x Patents

K1x Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20230055115-A1 Method and system for digital tax document exchange Inactive 17-Aug-2021
WO-2023023115-A1 Method and system for digital tax document exchange Inactive 17-Aug-2021
US-20250278517-A1 Technologies for blockchain-based secure data access, authentication and exchange Pending 17-Aug-2021
US-11941706-B2 Machine learning system for summarizing tax documents with non-structured portions Active 16-Sep-2019
US-12277608-B2 Machine learning system for summarizing tax documents with non-structured portions Active 16-Sep-2019 G06Q40/123
To view K1x’s complete patent history, request access »

K1x 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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K1x Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds
Sumeru Equity Partners PE/Buyout Minority
Edison Partners Growth/Expansion Minority
To view K1x’s complete investors history, request access »

K1x Acquisitions (1)

K1x’s most recent deal was a Merger/Acquisition with Crowe Tax Technology Product. The deal was made on 29-Jun-2022.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Crowe Tax Technology Product 29-Jun-2022 Merger/Acquisition Business/Productivity Software
To view K1x’s complete acquisitions history, request access »

K1x FAQs

  • When was K1x founded?

    K1x was founded in 2022.

  • Where is K1x headquartered?

    K1x is headquartered in Morristown, NJ.

  • What is the size of K1x?

    K1x has 78 total employees.

  • What industry is K1x in?

    K1x’s primary industry is Business/Productivity Software.

  • Is K1x a private or public company?

    K1x is a Private company.

  • What is K1x’s current revenue?

    The current revenue for K1x is .

  • How much funding has K1x raised over time?

    K1x has raised $210M.

  • Who are K1x’s investors?

    Sumeru Equity Partners and Edison Partners have invested in K1x.

  • Who are K1x’s competitors?

    Holistiplan is a competitor of K1x.

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