When was FiSpoke founded?

FiSpoke was founded in 2023 and raised its 1st funding round 1 year after it was founded.

Where is FiSpoke located?

FiSpoke is headquartered in Boston, United States.

Who is the current CEO of FiSpoke?

Robert Clare of FiSpoke. They have also founded 1 company.

How many employees does FiSpoke have?

As of Sep 30, 2026, the latest employee count at FiSpoke is 14.

Is FiSpoke a funded company?

FiSpoke is a funded company, having raised a total of $5.45M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jun 05, 2024.

When was the latest funding round of FiSpoke?

FiSpoke's latest funding was a $***** Series A round on Jul 22, 2025, with participation from 0 investor.

Where does FiSpoke rank among its competitors?

FiSpoke ranks 80th amongst 3462 active competitors, of which 229 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of FiSpoke?

FiSpoke's top competitors include Dezerv, Warren and Farther. Among them, Farther secured the most recent funding round in May, 2026.

FiSpoke - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provider of liquidity and lending solutions tailored for financial advisors and businesses.

Website: www.fispoke.com/
Email ID: *****@fispoke.com

Key Metrics

Founded Year

2023

Location

Boston, United States

Stage

Series A

Total Funding

$5.45M in 4 rounds

Latest Funding Round

Series A, Jul 22, 2025, $*****

Investors

First Rate

Ranked

80^th among 3462 active competitors

Employee Count

14 as on Sep 30, 2026

Similar Companies

Dezerv & 3518 more

View FiSpoke's full profile

FiSpoke is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
FISPOKE LLC CIN: 7388787; , United States, Active	Apr 03, 2023	-	-	-

FiSpoke has raised a total funding of $5.45M over 4 rounds. Its first funding round was on Jun 05, 2024. FiSpoke has 1 institutional investor.

Here is the list of recent funding rounds of FiSpoke:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 22, 2025	2261920	Series A	1227693	8224225	2448109	5272051
Nov 07, 2024	7348977	Seed	6817538	5547121	8640807	7042775
Sep 30, 2024	3668951	Seed	5785808	7349004	6963108	9971275

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View details of FiSpoke's funding rounds and investors

The founders of FiSpoke is Robert Clare. Robert Clare is the CEO of FiSpoke.

Here are the details of FiSpoke's key team members:

Robert Clare: Founder & CEO of FiSpoke.
Contact Info: 1 email address

View details of FiSpoke's Founder profiles and Board Members

FiSpoke's employee count trend

FiSpoke has 14 employees as of Sep 26. Here is FiSpoke's employee count trend over the years:

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Top competitors of FiSpoke include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of FiSpoke, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Premji Invest, Accel & 50 others	78/100
2nd	Warren 2014, Porto Alegre (Brazil), Series C	Diversified investment management firm	$105M	GIC, QED Investors & 14 others	68/100
3rd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	67/100
4th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
5th	Raseedi 2019, Cairo (Egypt), Seed	Financial advisor for payments and savings	$1.25M	500 Global, EBRD & 3 others	63/100
6th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	63/100
7th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
8th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Atacama Ventures & 17 others	62/100
9th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	61/100
10th	ARM Pensions 2005, Lagos (Nigeria), Acquired	Retirement planning and pension management platform	$50M	LeapFrog Investments, Helios	59/100
80th	FiSpoke 2023, Boston (United States), Series A	Provider of liquidity and lending solutions tailored for financial advisors and businesses	$5.45M	First Rate	45/100