Basic Capital - About the company
Basic Capital is a series A company based in New York City (United States), founded in 2021. It operates as a Financial planning and advisory solution for individuals and businesses. Basic Capital has raised $25M in funding from Lux Capital and Forerunner Ventures. The company has 3334 active competitors, including 228 funded and 207 that have exited. Its top competitors include companies like Dezerv, Warren and Farther.
Company Details
Financial planning and advisory solution for individuals and businesses. Offers tool for building wealth and retirement planning, catch up on investing by starting with larger investment base, offer basic capital to customers with turn-key solution, and more. Provides services for employers, individuals and sole-proprietors, advisors, brokers, and fintechs.
- Website
- basiccapital.com
- Email ID
- *****@basiccapital.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2021
Location
New York City, United States
Stage
Series A
Total Funding
$25M in 1 round
Latest Funding Round
Investors
Ranked
29th among 3334 active competitors
Employee Count
43 as on Aug 31, 2026
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Basic Capital's funding and investors
Basic Capital has raised a total funding of $25M over 1 round. Its latest funding round was a Series A round on Aug 18, 2025 for $*****. 7 investors participated in its latest round. Basic Capital has 6 institutional investors and 1 angel investor.
Here is the list of recent funding rounds of Basic Capital:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Aug 18, 2025 | 3693277 | Series A | 5659175 | 3851413 | 7492343 | 8990767 |
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Basic Capital's founders and board of directors
Founder? Claim ProfileBasic Capital's employee count trend
Basic Capital has 43 employees as of Aug 26. Here is Basic Capital's employee count trend over the years:
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Basic Capital's Competitors and alternates
Top competitors of Basic Capital include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Basic Capital, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealth management platform offering financial planning and advisory service | $100M | 78/100 | ||
2nd | Diversified investment management firm | $105M | 68/100 | ||
3rd |  Farther 2019, New York City (United States), Series D | App-based financial planning and management platform for individuals | $272M | 68/100 | |
4th | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
5th | Financial advisor for payments and savings | $1.25M | 63/100 | ||
6th |  Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 63/100 | |
7th | App-based mutual fund investment platform | - | - | 63/100 | |
8th |  Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
9th |  Phoenix Group 1782, London (United Kingdom), Public | Provider of long-term savings, retirement, and life insurance solutions | - | 61/100 | |
10th | Scottish Widows 1815, Edinburgh (United Kingdom), Public | Women bank | - | - | 60/100 |
29th |  Basic Capital 2021, New York City (United States), Series A | Financial planning and advisory solution for individuals and businesses | $25M | 53/100 |
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Basic Capital's Investments and acquisitions
Basic Capital has made no investments or acquisitions yet.
Reports related to Basic Capital
Here is the latest report on Basic Capital's sector:
News related to Basic Capital
Media has covered Basic Capital for a total of 3 events in the last 1 year, 1 of them has been about partnerships.
•
Basic Capital Partners with Check to Offer Embedded 401(k)s to SaaS PlatformsRad AI•Sep 17, 2026•Basic Capital
•
Triple Point leads Asterix Health’s £2.1M funding round for remote GP careTech Funding News•May 07, 2026•Asterix Health, Triple Point, Basic Capital, Triple Point and 1 other
•
Gency AI Raises $20 Million to Build Ad NetworkBusiness Insider•Mar 17, 2026•GENCY, TikTok, .XYZ, HF0 and 11 others
•
Basic Capital Closes $25 Million Series A Funding Round Led by Forerunner and Lux CapitalTMC•Aug 19, 2025•Basic Capital, Forerunner, Lux Capital, Forerunner Ventures and 4 others
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