Key facts
- It has raised $6.8M; the latest was Seed Round ($6.8M) in Feb 2026.
- Notable investors include Investissement Quebec, Denis Gauthier, Etienne Veilleux.
- Status: Privately Held (backing).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Sofistic.AI
- ·The full record, as it builds
Funding rounds
No funding rounds for Sofistic.AI are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Sofistic.AI
Developer of an AAI-based wealth management platform designed to enhance the efficiency of wealth advisors and family offices. The company's platform offers cash flow projections, investment simulations, notifications, and a dashboard for real-time financial insights that that enhances the efficiency and decision-making of wealth advisors, enabling users to deliver superior financial outcomes for their clients.
- Sector
- Information Technology
- HQ
- Montreal, Canada
- Founded
- 2023
- Employees
- 17
- Website
- sofistic.ai/
- Ownership
- Privately Held (backing)
Sofistic.AI 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 Sofistic.AI 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 Sofistic.AI in its N-PORT filings yet. We sweep new filings monthly.