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Raise Financial Inc. competitors & alternatives
The 12 closest competitors and alternatives to Raise Financial Inc. — ranked by similarity to what Raise Financial Inc. actually does, not by market-cap band.
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About Raise Financial Inc.
Raise Financial Inc. is a Delaware corporation operating as an internet-based investment advisory service designed to make wealth management accessible for modern young investors.
Raise Financial Inc. at a glance
Raise Financial Inc. is a company headquartered in United States. It has raised at least $1.3M across the 2 funding rounds on record, 1 of them with a disclosed amount. Its most recent funding round, Series B, raised $1.3M in April 2025. Xcout tracks 5 named people at Raise Financial Inc., including Brian Delaney (Chief Financial Officer).
Raise Financial Inc. leadership
- Brian DelaneyChief Financial Officer
- Patrick CasonChief Technology Officer
- Jack McCannChief Product Officer
- Wesley BeldenFounder, Chief Executive Officer
- Pravin JadhavFounder
Raise Financial Inc. funding rounds
At least $1.3M raised across the 2 rounds on record (1 with a disclosed amount). Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series B | $1.3M | 9 named | |
| — | Undisclosed | 9 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Recent Raise Financial Inc. news
- FundingPrivate placement (Form D)
Top 12 Raise Financial Inc. competitors
Ranked by semantic similarity — how close each company is to Raise Financial Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
EdTech
Raise Labs, Inc. is a for-profit corporation founded by four young entrepreneurs and headquartered in San Francisco, California. The company operates within the technology and startup space in the United States.
Financial Software
Raise Fintech Ventures Private Limited, operating as Raise Financial Services, is an India-based provider of technology-led financial services and consumer products centered around investing, trading, and wealth management. Founded in 2021 and based in Thane, the company is the parent organization of the investing platform Dhan.
Close match by what they do
Raze Fintech Inc. operates a Software as a Service (SaaS) tokenization platform providing digital finance and asset tokenization infrastructure.
Close match by what they do
Elevate.Money, Inc. operates an alternative investment website and serves as an external manager and advisor for real estate investment trusts.
Close match by what they do
Cash Flow Portal Inc. is a Delaware corporation providing investment management software tailored for private equity, real estate, venture capital, and startups.
DeFi
Idle Labs Inc. (operating as Idle Finance) has its corporate registration in Wilmington, Delaware, and operates out of New York City. It builds decentralized finance yield automation and asset management protocols.
Financial Services
Range Financial Intelligence provides comprehensive wealth management services, including investment portfolios, tax planning, equity management, estate planning, and retirement strategies. The company serves individuals and families through a combination of dedicated professional advisors and proprietary financial software, operating on a membership pricing model without asset minimums or assets-under-management fees.
Financial Services
Beanstox Inc. is an automated investment advisor providing online investment advisory services through mobile applications and web platforms.
Close match by what they do
Musaffa, Inc. is a Delaware corporation providing self-directed and managed halal investing and research services. It maintains its mailing address in New York, NY.
SaaS
Range App Inc. is the developer of an all-in-one wealth management platform designed to help high-income individuals organize, plan, and make informed financial decisions. The company operates as a non-financial service provider headquartered in the United States.
Close match by what they do
RIPE Tech Corp. is a Delaware C-corporation that operates a digital platform enabling individuals to access music royalty revenue and fractional ownership of music catalogs.
Financial Services
Otis Wealth, Inc. is a financial technology and alternative investment platform headquartered in New York City. The company operates a fractional investment platform that allows retail investors to buy and sell shares in culturally significant alternative assets, such as collectibles and contemporary art. Incorporated in Delaware, Otis provides mobile applications and financial services designed to democratize access to asset classes traditionally reserved for institutional investors.
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