Fundz

Beneficient reported raising $1.91 Million in an initial SEC Form D filing, from an offering of $1.91 Million

PUBLIC · BENFJul 02, 2025

Amount Raised

$1.91 Million

$1.91 Million sold, per SEC Form D (first sale Jun 17, 2025)

Round Type

Seed

DallasFinancial ServicesFinanceLendingBanking

Quick answer

Beneficient raised $1.91 Million in a Seed round, dated June 17, 2025. Beneficient is based in Dallas, Texas, United States.

How much did Beneficient raise?
Beneficient raised $1.91 Million in a Seed round on June 17, 2025.
What does Beneficient do?
Beneficient Company is a provider of liquidity solutions and services for alternative assets.
Where is Beneficient based and how big is it?
Beneficient is based in Dallas, Texas, United States. Fundz records about 80 employees.
Who are the decision-makers at Beneficient?
Fundz holds 3 contacts at Beneficient, including the Senior Vice President, Investments. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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.

  • QI Tech raised $63M (Series B) on July 31, 2025.
  • AtlasClear Holdings raised $45M on July 31, 2025.
  • Taylor Morrison Home raised $3B on July 23, 2025.
  • Prefequity raised $20M on July 17, 2025.
  • Bridgewater Bancshares raised $80M on June 24, 2025.
  • YES Bank raised an undisclosed amount (Funding Round) on June 3, 2025.

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
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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.

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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.