Fundz

Beneficient reported raising $3.02 Million in an initial SEC Form D filing, from an offering of $3.02 Million

PUBLIC · BENFJan 20, 2026

Amount Raised

$3.02 Million

$3.02 Million sold, per SEC Form D (first sale Jan 5, 2026)

Round Type

Venture

DallasFinancial ServicesFinanceLendingBanking

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Beneficient that raised within 45 days of this round, from Fundz verified event records.

  • Tectonic Financial raised $40M on February 11, 2026.
  • Penguin Securities raised $18M (Pre-Series A) on February 6, 2026.
  • Reliable Community Bancshares raised $55M on January 29, 2026.
  • Mysa raised $3.4M (Seed) on January 27, 2026.
  • Namdev Finvest raised $37M (Debt Financing) on January 19, 2026.
  • GBank Financial Holdings raised $11M on January 14, 2026.

Who to call at Beneficient, and when

A new round usually means Beneficient is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Beneficient raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Beneficient, from your own LinkedIn network

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Company Information

Company

Beneficient

Location

325 N St Paul St

Dallas, Texas, United States

About

Beneficient Company is a provider of liquidity solutions and services for alternative assets. It offers custody and fee-based services for alternative assets, aiming to democratize access to the alternative asset market for mid-to-high net worth individuals, small-to-midsized institutions, and General Partners. The company's online tools, AltQuote™ and AltAccess®, provide customers with rapid exit options and proposals for their alternative assets.

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Fundz sees it the moment Beneficient raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

3 contacts
Verified contactsSahan A., Senior Vice President, Investments hidden hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Beneficient's next move

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Beneficient raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.