Roi (Financial Software) Overview

  • Year Founded
  • 2021

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 3

Employees

  • Latest Deal Type
  • M&A

Roi (Financial Software) General Information

Description

Developer of an AI-driven financial management application designed to help make investment tracking and portfolio management more accessible. The company's platform integrates with multiple accounts and assets and provides real-time portfolio updates, portfolio insights, AI-powered financial guidance, in-app trading, and secure data handling, enabling individual investors to manage their wealth with consolidated information and personalised support for informed financial decisions.

Contact Information

Website
www.getroi.app
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 188 Avenue B
  • New York, NY 10009
  • United States
+1 (408)
Primary Industry
Financial Software
Acquirer
OpenAI
Vertical(s)
SaaS, FinTech, Mobile
Corporate Office
  • 188 Avenue B
  • New York, NY 10009
  • United States
+1 (408)

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Roi (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Merger/Acquisition 03-Oct-2025 Completed Generating Revenue
4. Early Stage VC 01-Apr-2025 Completed Generating Revenue
3. Early Stage VC 13-Jul-2023 Completed Generating Revenue
2. Seed Round 05-Oct-2022 Completed Generating Revenue
1. Seed Round 04-Nov-2021 Completed Generating Revenue
To view Roi (Financial Software)’s complete valuation and funding history, request access »

Roi (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an AI-driven financial management application designed to help make investment tracking and portfolio manag
Financial Software
New York, NY
3 As of 2022

Cheyenne, WY
 

Cheyenne, WY
 
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Roi (Financial Software) Competitors (2)

One of Roi (Financial Software)’s 2 competitors is Kraken, a Venture Capital-Backed company based in Cheyenne, WY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Kraken Venture Capital-Backed Cheyenne, WY
SFOX Venture Capital-Backed Cheyenne, WY
You’re viewing 2 of 2 competitors. Get the full list »

Roi (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Majestic Referring Domains

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Roi (Financial Software) Former Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds
500 Global Accelerator/Incubator Minority
Angel (individual) Minority
Company Ventures Venture Capital Minority
Gradient Ventures Venture Capital Minority
Spacecadet Ventures Venture Capital Minority
You’re viewing 5 of 8 investors. Get the full list »

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Roi (Financial Software) FAQs

  • When was Roi (Financial Software) founded?

    Roi (Financial Software) was founded in 2021.

  • Where is Roi (Financial Software) headquartered?

    Roi (Financial Software) is headquartered in New York, NY.

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

    Roi (Financial Software) has 3 total employees.

  • What industry is Roi (Financial Software) in?

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

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

    Roi (Financial Software) is a Private company.

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

    The current revenue for Roi (Financial Software) is .

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

    Roi (Financial Software) has raised $3.6M.

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

    500 Global, , Company Ventures, Gradient Ventures, and Spacecadet Ventures are 5 of 8 investors who have invested in Roi (Financial Software).

  • Who are Roi (Financial Software)’s competitors?

    Kraken and SFOX are competitors of Roi (Financial Software).

  • When was Roi (Financial Software) acquired?

    Roi (Financial Software) was acquired on 03-Oct-2025.

  • Who acquired Roi (Financial Software)?

    Roi (Financial Software) was acquired by OpenAI.

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