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Fisecal Logo
Fisecal Growth Score
23
CB Rank
150658
Heat Score
63
Automated Financial Planning and Alternative Underwriting Software
Founded
obfuscation
PrivatePre-Seed New York, New York, United States1-10 fisecal.com
Enterprise Software
Finance
Financial Services
FinTech
Internet
Personal Finance
Software
Wealth Management
Overview

Fisecal
Total Funding
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Growth Score
23
Heat Score
63

Total Funding
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Pre-Seed raised
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Growth Score23
-5 pts
in past quarter
Heat Score 63
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Fisecal

CB Rank
150658
Automated Financial Planning and Alternative Underwriting Software
Founded
obfuscation
PrivatePre-Seed New York, New York, United States1-10 fisecal.com
Enterprise Software
Finance
Financial Services
FinTech
Internet
Personal Finance
Software
Wealth Management

Funding Rounds

Pre-Seed
OBF
in
obfuscation
Angel
OBF
in
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Key People

  • Photo of Lou Abrams
    Lou Abrams: Founder, CEO
    Past Role: TD Wealth, Private Bank, AVP

Details

Legal Name Fisecal, LLC
Operating Status Active
Company Type For Profit
Founders  Lou Abrams, Peter Boling
About the Company
Fisecal enables Financial Institutions and Professionals to profitably extend Wealth Management services to low/moderate income individuals by automating the financial planning and cash flow underwriting processes.
Phone Number +1 347-378-9804
Contact Email info@fisecal.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Coaching Software
A platform designed to assist financial coaches in managing their practice, offering tools for client management, multilingual engagement, and personalized financial planning.
Holistic MoneyPlan™
A comprehensive financial planning tool that generates detailed plans including goal analysis, action steps, spending plans, financial statements, insurance reviews, and financial health analysis.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Pre Seed Round - Fisecal Logo
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1
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Pre Seed Round - Fisecal Logo
Pre Seed Round - Fisecal
1
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$67.5KThis year, Fisecal is projected to spend $67.5K on IT, according to Aberdeen.

Active Website Tech Count

8Fisecal is actively using 8 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, IPv6, and  Amazon.

Total IP

1Fisecal has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Fisecal's headquarters? Fisecal is located in New York, New York, United States.Who invested in Fisecal? Fisecal has 2 investors including (ERA) Entrepreneurs Roundtable Accelerator and  Lou Abrams.When was the last funding round for Fisecal? Fisecal closed its last funding round on
obfuscation
from a Pre-Seed round.Who are Fisecal's competitors? Alternatives and possible competitors to Fisecal may include Asset-Map, RightCapital, and  Orion Advisor Solutions.How much funding has Fisecal raised to date? Fisecal has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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