Key facts
- It has raised $9.4M across 4 recorded rounds; the latest was Seed Round ($1.8M) in Feb 2026.
- DreamFi has filed 5 Form Ds with the SEC since 2024, most recently Feb 2026 ($1.2M sold to 4 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 4 rounds
- ·Watchlist + deal alerts for DreamFi
Funding rounds
4 roundsAbout DreamFi
Operator of a financial platform designed to help users save money on everyday expenses and build a plan toward economic freedom. The company offers affordable cell phone plans, instant prescription discounts, and life insurance access with a checking account, enabling individuals seeking financial control to reduce costs and improve their money management.
- Sector
- Information Technology
- HQ
- Stamford, CT, United States
- Founded
- 2023
- Employees
- 18
- Website
- dreamfi.com/
- Ownership
- Privately Held (backing)
DreamFi doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in DreamFi shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on DreamFi in its N-PORT filings yet. We sweep new filings monthly.