Key facts
- It has raised $3.6M across 1 recorded rounds; the latest was Early Stage VC ($3.6M) in Jul 2023.
- Status: Acquired/Merged.
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for Roi (Financial Software)
Funding rounds
1 roundsAbout Roi (Financial Software)
Developer of an AI-driven financial management application designed to help make investment tracking and portfolio management more accessible. The company's platform integrates with multiple accounts and assets and provides real-time portfolio updates, portfolio insights, AI-powered financial guidance, in-app trading, and secure data handling, enabling individual investors to manage their wealth with consolidated information and personalised support for informed financial decisions.
- Industry
- Financial Software
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2021
- Employees
- 3
- Website
- getroi.app/
- Ownership
- Acquired/Merged
Roi (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 Roi (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 Roi (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.