Daloopa Technologies - About the company
Daloopa Technologies is a series C company based in New York City (United States), founded in 2019 by Daniel Chen, Thomas Li and Jie Huang. It operates as a Provider of AI-driven fundamental data and financial modeling Excel integration. Daloopa Technologies has raised $103M in funding from Next Investors and Touring Capital. The company has 226 active competitors, including 27 funded and 2 that have exited. Its top competitors include companies like BridgeWise, V7 and Boosted.
Company Details
Provider of AI-driven fundamental data and financial modeling Excel integration. It offers tools for updating and building financial models. The platform delivers data sourced from public filings and uses an AI parsing workflow. It provides data auditability with hyperlinks to source documents and model updating capabilities.
- Website
- daloopa.com
- Email ID
- *****@daloopa.com
- Registered Address
- 85 Broad Street New York, NY 10004,
Key Metrics
Founded Year
2019
Location
New York City, United States
Stage
Series C
Total Funding
$103M in 5 rounds
Latest Funding Round
Investors
Ranked
2nd among 226 active competitors
Employee Count
497 as on Apr 30, 2026
Similar Companies
Legal entities associated with Daloopa Technologies
Daloopa Technologies is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Daloopa Private Limited CIN: U72200UP2020PTC155037 , India, Active | Jun 03, 2020 | $4.68M (As on Mar 31, 2025) | 362 (As on Mar 31, 2025) | |
DALOOPA, INC CIN: 7007820 , United States, Active | Aug 06, 2018 | - | 4 (As on Apr 30, 2018) | - |
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Daloopa Technologies's funding and investors
Daloopa Technologies has raised a total funding of $103M over 5 rounds. Its first funding round was on Apr 2020. Its latest funding round was a Series C round on May 28, 2026 for $*****. 4 investors participated in its latest round. Daloopa Technologies has 8 institutional investors and 1 angel investor.
Here is the list of recent funding rounds of Daloopa Technologies:
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Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
May 28, 2026 | 5589665 | Series C | 5053724 | 5293429 | 3784994 | 1853288 |
Jul 07, 2025 | 3889217 | Series B | 5603359 | 1562182 | 1619049 | |
May 07, 2024 | 4897758 | Series B | 7205310 | 4865267 |
View details of Daloopa Technologies's funding rounds and investors
Daloopa Technologies' founders and board of directors
Founder? Claim ProfileThe founders of Daloopa Technologies are Daniel Chen, Thomas Li and Jie Huang. Thomas Li is the CEO of Daloopa Technologies.
Here are the details of Daloopa Technologies' key team members:
- Daniel Chen: Co-Founder & COO of Daloopa Technologies. They are also an angel investor in 1 startup and serve on the board of 1 company.Contact Info: 1 email address
- Thomas Li: Co-Founder & CEO of Daloopa Technologies. Contact Info: 1 email address
- Jie Huang: Co-Founder, CTO of Daloopa Technologies.
Daloopa Technologies' Board of Directors
Daloopa Technologies's board has 6 active members. Abhishek Sharma, Daniel Chen, Priya Saiprasad, Jianrui Li, Talal Khan and Jie Huang are independent board members.Here is the list of Daloopa Technologies' board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Independent board member | - | Current | 5y 0m | |
vrcp{vs | Independent board member | - | Current | 4y 1m |
lpwiovt | Independent board member | - | Current | 2y 9m |
xntntnf | Independent board member | - | Current | 9y 3m |
brxiccf | Independent board member | - | Current | 1y 2m |
xpohiev | Independent board member | - | Current | 1y 2m |
View details of Daloopa Technologies's Founder profiles and Board Members
Daloopa Technologies' employee count trend
Daloopa Technologies has 497 employees as of Apr 26. Here is Daloopa Technologies's employee count trend over the years:
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Daloopa Technologies's Competitors and alternates
Top competitors of Daloopa Technologies include BridgeWise, V7 and Boosted. Here is the list of Top 10 competitors of Daloopa Technologies, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | BridgeWise 2019, Tel Aviv (Israel), Series A | AI-powered platform delivering investment analysis and related data | $35M | 63/100 | |
2nd | Daloopa Technologies 2019, New York City (United States), Series C | Provider of AI-driven fundamental data and financial modeling Excel integration | $103M | 63/100 | |
3rd | V7 2018, London (United Kingdom), Series A | Developer of automated software agents for financial and investment workflows | $36M | 60/100 | |
4th | Developer of AI platform for investment research and analysis workflows | $58M | 57/100 | ||
5th | Teragonia 2023, Chicago (United States), Unfunded | AI-enabled predictive analytics solution for financial sponsors and their portfolio companies | - | - | 52/100 |
6th | IntelliAM 2023, Dinnington (United Kingdom), Seed | AI-powered predictive analysis solution for businesses | - | 50/100 | |
7th | Crowdsmart 2013, San Francisco (United States), Series A | AI-based investment intelligence platform | $5.6M | 49/100 | |
8th | Vanda Research 2012, London (United Kingdom), Seed | Provider of investment research solutions | $26.7K | - | 48/100 |
9th | Prospero 2019, Los Angeles (United States), Unfunded | AI-based platform to make investment decisions | - | - | 48/100 |
10th | AlphaGeo 2022, Middletown (United States), Funding Raised | Provider of analytics and data for climate risk and resilience | - | 45/100 |
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Daloopa Technologies's Investments and acquisitions
Daloopa Technologies has made no investments or acquisitions yet.
Reports related to Daloopa Technologies
Here is the latest report on Daloopa Technologies's sector:
News related to Daloopa Technologies
Media has covered Daloopa Technologies for a total of 8 events in the last 1 year, 2 of them have been about company updates.
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Daloopa Secures $47 Million Series C Funding to Enhance AI and Agentic Workflows in FinanceMassinvestor•May 28, 2026•Brighton Park Capital, Daloopa Technologies, Touring Capital, Squarepoint Capital and 1 other
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Daloopa expands financial data Model Context Protocol (MCP) through OpenAI connector.Global Fintech Series•Dec 10, 2025•Daloopa Technologies
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Daloopa files for exempt offering to raise $12,999,996 in new fundingintelligence360•Sep 10, 2025•Daloopa Technologies
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Daloopa Secures $13M Strategic Investment to Advance AI in Financeintelligence360•Aug 15, 2025•Pavilion Capital Partners, Anthropic, Daloopa Technologies
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