Key facts
- The Beans’s last known valuation is $14.0M (Dec 2024).
- It has raised $9.8M; the latest was Seed Round ($5.4M) in Oct 2025.
- Notable investors include Techstars, Flybridge (New York), Precursor Ventures, Commerce Ventures, XFactor Ventures — 24 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 24 names
- ·Watchlist + deal alerts for The Beans
- ·The full record, as it builds
Funding rounds
No funding rounds for The Beans are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Beans
Developer of a financial planning platform designed to simplify the path to financial success. The company's platform offers visual financial planning, personalized cash flow planning, and interactive professional development with proactive and positive support to improve employee retention and well-being, enabling clients to stress less about money and organizations in healthcare, education, and nonprofits to improve savings and foster employee satisfaction.
- Sector
- Information Technology
- HQ
- San Francisco, CA, United States
- Founded
- 2016
- Employees
- 30
- Website
- join-thebeans.io/
- Ownership
- Privately Held (backing)
The Beans 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 The Beans 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 The Beans in its N-PORT filings yet. We sweep new filings monthly.