Finaplex Overview

  • Year Founded
  • 2000

Year Founded

  • Status
  • Private

  • Latest Deal Type
  • M&A

Finaplex General Information

Description

Provider of enterprise software services for the wealth management industry. The company using a wealth management platform addresses the needs of wealth managers, collaborating between the wealth manager and the client.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly VC-backed
Corporate Office
  • 333 Bush Street
  • Floor 11
  • San Francisco, CA 94104
  • United States
+1 (415)
Primary Industry
Financial Software
Vertical(s)
TMT, FinTech
Corporate Office
  • 333 Bush Street
  • Floor 11
  • San Francisco, CA 94104
  • United States
+1 (415)

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Finaplex Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 15-Aug-2007 Completed Generating Revenue
3. Later Stage VC (Series C) 14-Jul-2005 Completed Generating Revenue
2. Early Stage VC (Series B) 06-Feb-2002 $19.1M $24.7M Completed Startup
1. Early Stage VC (Series A) 27-Nov-2000 $5.6M $5.6M Completed Startup
To view Finaplex’s complete valuation and funding history, request access »

Finaplex Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate ($) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series C
Series B-1
Series B
Series A-1 6,892,093 $0.000100 $0.06 $0.8 $0.8 1x $0.8 10.91%
Series A 60,634 $0.000100 $0.09 $1.07 $1.07 1x $1.07 0.1%
To view Finaplex’s complete cap table history, request access »

Finaplex Patents

  • 2

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

Finaplex Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20050187852-A1 Method and system for account reconciliation in a wealth management system Inactive 24-Feb-2004
US-20050187953-A1 Method and system for creating and administering entitlements in a wealth management system Inactive 24-Feb-2004

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Finaplex FAQs

  • When was Finaplex founded?

    Finaplex was founded in 2000.

  • Where is Finaplex headquartered?

    Finaplex is headquartered in San Francisco, CA.

  • What industry is Finaplex in?

    Finaplex’s primary industry is Financial Software.

  • Is Finaplex a private or public company?

    Finaplex is a Private company.

  • What is Finaplex’s current revenue?

    The current revenue for Finaplex is .

  • How much funding has Finaplex raised over time?

    Finaplex has raised $42.4M.

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