Fundz

Bettermeant reported raising $1.35 Million in an initial SEC Form D filing, from an offering of $5 Million

PRIVATEMar 01, 2024$1.3M of $5M raised

Amount Raised

$1.35 Million

$1.35 Million sold, per SEC Form D (first sale Jan 29, 2024)

Round Type

Seed

BerkeleyFinancial ServicesMobile

Quick answer

Rowboat Advisors raised $1.35 Million in a Seed round, dated January 29, 2024. Rowboat Advisors is based in Berkeley, California, United States.

How much did Rowboat Advisors raise?
Rowboat Advisors raised $1.35 Million in a Seed round on January 29, 2024.
What does Rowboat Advisors do?
Rowboat Advisors is a leading provider of portfolio management software with advanced capabilities in direct indexing, tax optimization, and personalized investing.
Where is Rowboat Advisors based and how big is it?
Rowboat Advisors is based in Berkeley, California, United States. Fundz records about 620 employees.
Who are the decision-makers at Rowboat Advisors?
Fundz holds 3 contacts at Rowboat Advisors, including the Chief Executive Officer. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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

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

  • PPRO raised $85M (Funding Round) on March 13, 2024.
  • Rocket Lab Corporation raised $120M (Funding Round) on February 20, 2024.
  • Thentia raised $38M (Funding Round) on January 26, 2024.
  • Icon Solutions raised an undisclosed amount on March 14, 2024.
  • Youverify raised $2.5M (Pre-Series A) on March 14, 2024.
  • Tuum raised $27M (Series B) on March 14, 2024.

Who to call at Rowboat Advisors, and when

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

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

Works inside ChatGPT and Claude. Ask who to call at Rowboat Advisors. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Rowboat Advisors

Location

1169 EUCLID AVENUE

Berkeley, California, United States

About

Rowboat Advisors is a leading provider of portfolio management software with advanced capabilities in direct indexing, tax optimization, and personalized investing. Founded in 2016, Rowboat developed a suite of portfolio optimization software purpose-built for investors seeking greater control, transparency, and tax efficiency.

AI made execution free. Knowing first is the whole game now.

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

Related People

3 contacts
Verified contactsSarah L., Chief Executive Officer hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Rowboat Advisors's next move

See what Strategic adds

Rowboat Advisors 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.

5 screens from a live account. No signup.

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.