Key facts
- Elevate CDB (Financial Software)’s last known valuation is $146.0M (Mar 2023).
- It has raised $73.4M; the latest was Later Stage VC ($20.0M) in Jan 2025.
- Notable investors include Greycroft, Norwest, SaaS Ventures, Fin Capital, Anthemis — 7 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 7 names
- ·Watchlist + deal alerts for Elevate CDB (Financial Software)
- ·The full record, as it builds
Funding rounds
No funding rounds for Elevate CDB (Financial Software) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Elevate CDB (Financial Software)
Developer of an AI-powered benefits platform designed to modernize benefits programs. The company's platform automates administration tasks and integrates with existing systems, offering health savings accounts, flexible spending accounts, health reimbursement arrangements, dependent care assistance programs, commuter benefits and lifestyle programs, providing account administrators with speed and scalability, supporting employers and enabling American workers and their families to access and manage their benefits.
- Sector
- Information Technology
- HQ
- Denver, CO, United States
- Founded
- 2020
- Employees
- 27
- Website
- elevate.ai/
- Ownership
- Privately Held (backing)
Elevate CDB (Financial Software) 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 Elevate CDB (Financial Software) 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 Elevate CDB (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.