Key facts
- FiSpoke’s last known valuation is $29.4M (Aug 2025).
- It has raised $5.5M across 3 recorded rounds; the latest was Seed Round ($3.7M) in Jul 2025.
- Notable investors include First Rate (Software Company).
- FiSpoke has filed 3 Form Ds with the SEC since 2024, most recently Aug 2025 ($3.7M sold to 3 investors).
- Status: Privately Held (backing).
Investors
1- ·Post-money valuations for all 3 rounds
- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for FiSpoke
Funding rounds
3 roundsAbout FiSpoke
Developer of a wealth management platform designed to optimize liquidity and lending for financial advisors and their clients. The company's platform provides a comprehensive suite of financial products including high-yield savings accounts, loans, and mortgages and streamlines operations, enabling financial advisors to enhance efficiency in managing client assets and adapting to market changes.
- Sector
- Financial Services
- HQ
- Wellesley, MA, United States
- Founded
- 2023
- Employees
- 10
- Website
- fispoke.com/
- Ownership
- Privately Held (backing)
FiSpoke 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 FiSpoke 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 FiSpoke in its N-PORT filings yet. We sweep new filings monthly.