Key facts
- It has raised $320K; the latest was Angel (individual) ($320K) in Dec 2025.
- Notable investors include Urca Angels.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Plain (Financial Software)
- ·The full record, as it builds
Funding rounds
No funding rounds for Plain (Financial Software) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Plain (Financial Software)
Developer of a digital advisory platform designed to extend advisory services to a broader client base. The company offers artificial intelligence (AI) driven advisory agents for financial planning, tax planning, and estate planning, designed for integration with business-to-business (B2B) financial consultancy operations, enabling clients to access structured financial guidance at lower entry thresholds, receive consistent planning support, and improve decision-making.
- Sector
- Information Technology
- HQ
- Sao Paulo, Brazil
- Ownership
- Privately Held (backing)
Plain (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 Plain (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 Plain (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.