When was VALITANA founded?

VALITANA was founded in 2017 and raised its 1st funding round 9 years after it was founded.

Where is VALITANA located?

VALITANA is headquartered in Greenwich, United States.

How many employees does VALITANA have?

As of Jul 31, 2026, the latest employee count at VALITANA is 47.

Is VALITANA a funded company?

VALITANA is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Apr 23, 2026.

When was the latest funding round of VALITANA?

VALITANA's latest funding was a $***** Seed round on Apr 23, 2026, with participation from 1 investor.

Where does VALITANA rank among its competitors?

VALITANA ranks 71st amongst 355 active competitors, of which 59 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was CAIS, which secured $170M in Jul, 2026.

Who are the top competitors of VALITANA?

VALITANA's top competitors include iCapital, bunch and PureFacts. Among them, CAIS secured the most recent funding round in July, 2026.

VALITANA - 2026 Company Profile, Funding & Competitors

VALITANA is a seed company based in Greenwich (United States), founded in 2017. It operates as a Developer of software for investment portfolio management and credit analytics. VALITANA has raised an undisclosed amount in funding. The company has 355 active competitors, including 59 funded and 37 that have exited. Its top competitors include companies like iCapital, bunch and PureFacts.

Company Details

Developer of software for investment portfolio management and credit analytics. The platform provides tools for trade management, cashflow projections, and valuation of structured credit products. It includes functionality for compliance monitoring, performance reporting, and data integration across various asset classes. The software supports workflows for investment operations, risk assessment, and security selection. Users access these capabilities through web interfaces and programmatic interfaces to manage portfolios and analyze market data.

Website: www.valitana.com/
Email ID: *****@valitana.com
Phone Number: +1 **********

Key Metrics

Founded Year

2017

Location

Greenwich, United States

Stage

Seed

Latest Funding Round

Seed, Apr 23, 2026, $*****

Investors

FTV Capital

Ranked

71^st among 355 active competitors

Employee Count

47 as on Jul 31, 2026

Similar Companies

iCapital & 362 more

View VALITANA's full profile

VALITANA has raised funding over 1 round. Its latest funding round was a Seed round on Apr 23, 2026 for $*****. 1 investor participated in its latest round. VALITANA has 1 institutional investor.

Here is the list of recent funding rounds of VALITANA:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 23, 2026	4056361	Seed	6226954	9653168	9938728	3589023

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View details of VALITANA's funding rounds and investors

VALITANA's employee count trend

VALITANA has 47 employees as of Jul 26. Here is VALITANA's employee count trend over the years:

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Top competitors of VALITANA include iCapital, bunch and PureFacts. Here is the list of Top 10 competitors of VALITANA, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	iCapital 2013, New York (United States), Series E	Software solutions provider for managing investments in private companies	$1.49B	T. Rowe Price, BlackRock & 38 others	71/100
2nd	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	FinTech Collective, Cherry Ventures & 9 others	66/100
3rd	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Canadian Business Growth Fund, Round13 & 2 others	65/100
4th	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 11 others	64/100
5th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	61/100
6th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
7th	Opto Investments 2020, New York City (United States), Series A	Online platform provides software solutions for financial advisors	$145M	Tiger Global Management, LeFrak & 6 others	60/100
8th	CAIS 2009, New York City (United States), Series D	Platform offering financial planning and advisory solutions for wealth managers	$904M	Reverence Capital Partners, Eldridge Industries ... & 19 others	59/100
9th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel & 1 others	59/100
10th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	Edison Partners, Cultivate Ventures & 6 others	58/100
71st	VALITANA 2017, Greenwich (United States), Seed	Developer of software for investment portfolio management and credit analytics	-	FTV Capital	35/100