About Aumni
Aumni is a company based in San Francisco (United States) founded in 2018 by Anthony Lewis and Kelsey Chase was acquired by J P Morgan in March 2023. Aumni has raised $66.7 million across 4 funding rounds from investors including Kickstarter, SVB and J P Morgan. The company has 136 employees. Aumni offers products and services including Investment Tracking, Document Management, Analysis & Benchmarking, Reporting, and Company KPI Monitoring. Aumni operates in a competitive market with competitors including Tegus, Second Measure, Visible Alpha, Bipsync and Portrait Analytics, among others.
- Headquarter San Francisco, United States
- Employees 136
- Founders Anthony Lewis, Kelsey Chase
- SectorsTechnology
- Website aumni.fund
- Social LinkedIn X YouTube
- Acquired by J P Morgan (Mar 2023)
- Legal Name Aumni, Inc.
- Total Equity Funding$66.7M (USD)
in 4 rounds
- Latest Funding Round$50M (USD), Series B
Aug 2021
- InvestorsKickstarter
& 20 more
- Employee Count136
- Acquired byJ P Morgan
(Mar 2023)
Products & Services of Aumni
Aumni offers a comprehensive portfolio of products and services, including Investment Tracking, Document Management, Analysis & Benchmarking, Reporting, and Company KPI Monitoring.
Tool to track and monitor venture portfolio data.
System for storing and sharing VC legal documents.
Features for modeling scenarios and comparing market data.
Platform to generate custom reports on investments.
Service to collect and track portfolio company KPIs.
Funding Insights of Aumni
Aumni has successfully raised a total of $66.7M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $50 million completed in August 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $66.7M
- Total Rounds 4
- Last Round Series B — $50M
- First Round $3.7M
(Jun 2018)
- Investors Count 21
All 4 funding rounds of Aumni with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2021 | $50M | Series B | – | J P Morgan | |
| Oct 2020 | $3M | Series A | – | DFIN, DLA Piper | – |
| Jan 2020 | $10M | Series A | – | SVB | |
| Jun 2018 | $3.7M | Seed | – | Next Frontier Capital, Quiet Ventures | – |
21 investors in total: 21 institutional.
Investors in Aumni
Aumni has secured backing from 21 investors, including institutional and venture fund investors. Prominent investors backing the company include Kickstarter, SVB and J P Morgan.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
US focused early-stage VC firm | – | pelionvp.com | Salt Lake City, United States | |
Venture capital investments are provided to technology-driven startups. | – | nextfrontiercapital.com | Bozeman, United States | |
- | – | quietventures.com | - | |
Tech and offline focused VC firm investing in geographies such as the US | – | blackhornvc.com | Boulder, United States | |
Early-stage startups are invested in by Moneta Ventures. | – | moneta.vc | Folsom, United States | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States | |
Liquidity and execution services are provided to market participants. | 2002 | citadelsecurities.com | Miami, United States | |
Builder and investor in transformative growth companies | 2016 | wndrco.com | Los Angeles, United States | |
Diversified asset management services are offered globally by Invesco. | – | invesco.com | Atlanta, United States | |
Multiple courses and degrees are offered across diversified academic streams. | 1873 | vanderbilt.edu | United States |
Investor details for Aumni
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Aumni
46 people are tracked at Aumni (15 in leadership, 31 in team); the tracked headcount is 136.
| Name | Role | Group |
|---|---|---|
Anthony Lewis | Co-Founder & CEO | Leadership |
Kelsey Chase | Co-Founder | Leadership |
Mark Larson | Senior Product Manger | Leadership |
Geo Aguas | Director - Admin Operations | Leadership |
Michael Sears | Head, Revenue & Operations | Leadership |
Ben Tobin | Head of Sales | Leadership |
Priya Patel | Head Of Operations And Customer Enablement | Leadership |
Isaac Painter | VP, Information Technology & Security | Leadership |
Christopher Crownover | Director, Enterprise Sales & Partnerships | Leadership |
Josh Dean | Head Of Product Design | Leadership |
Sergio Garcia Mancha | Head of Engineering | Leadership |
Evelyne Beduneau | Head, Finance | Leadership |
Melanie McLaughlin | Implementation Manager - VP | Leadership |
Ben Whitlatch | Director Of Venture Relations | Leadership |
Rob Wise | CTO And Co-founder | Leadership |
Elysa Johnson | Customer Success Manager | Team |
Brett Stallon | Business Development | Team |
Adriel Cirineo | Data Operations - Manager | Team |
Matthew Will | Senior Manager Salesforce Engineering | Team |
William Austin | Site Reliability Architect | Team |
26 more people are available in the full profile.
Complete people profiles for Aumni
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Aumni
4 dated milestones of Aumni across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Aumni is founded.
- Funding First funding round of $3.7M.
- Funding Latest funding round, Series B, of $50.0M.
- Exit Acquired by J P Morgan.
Competitors of Aumni
Aumni operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tegus, Second Measure, Visible Alpha, Bipsync and Portrait Analytics, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tegus.com | 2017 | Chicago, United States | $112.1M | 1 | Intelligence platform is offered to institutional investors and companies. | |
| secondmeasure.com | 2015 | San Mateo, United States | $25.43M | 65 | Credit card transaction data is analyzed for real-time economic trends. | |
| visiblealpha.com | 2012 | New York, United States | $68M | 585 | Financial datasets and insights are supplied to institutional investors. | |
| bipsync.com | 2012 | Cardiff, United Kingdom | $12.71M | 19 | Research management software is provided for institutional investors. | |
| portrait-analytics.com | 2021 | Boston, United States | $10M | – | Venture capital firm focused on AI sectors | |
| capitalpilot.com | 2016 | London, United Kingdom | $1.59M | 6 | Networking and assessment platform for investors and startups is operated. | |
| singletrack.com | 2009 | London, United Kingdom | – | 75 | Research management solutions are offered for investment banks and brokers. | |
| markerr.com | 2010 | Hoboken, United States | $11.6M | – | Real estate data research is managed via SaaS platforms. |
Detailed competitors of Aumni
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Aumni
The website of Aumni (aumni.fund) receives about 5.6K visits a month.
- Monthly visits5.6K
▼ 47.7% vs previous month
Websites whose visitors overlap most with Aumni. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
fidelityprivateshares.com | fidelityprivateshares.com | 100% | – | #2,022,569 | – |
| cambridgeassociates.com | 99% | 111.7K | #558,708 | View details | |
| ssctech.com | 98% | 92.8K | #419,314 | View details | |
| konvoy.vc | 95% | – | #757,346 | View details | |
startupandvc.com | startupandvc.com | 92% | – | #862,376 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 15 similar websites and full traffic analytics for Aumni
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 15 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Aumni
Complete news archive for Aumni
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Aumni
10 companies that operate in the same segment as Aumni (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Aumni
Aumni was founded in 2018.
Aumni is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Anthony Lewis is the current CEO of Aumni. They have also founded this company.
Aumni is a funded company, having raised a total of $66.7M across 4 funding rounds to date. The company's 1st funding round was a Seed of $3.7M, raised on Jun 2018.
Aumni has 136 employees.
Aumni was founded in 2018 in San Francisco, United States, as an online platform focused on data and analytics for the investment sector. Deal document data is audited, analyzed, and visualized through its tools, supporting risk identification and fund reporting. Services include reporting and analytics for deal metrics, investment auditing, and due diligence, primarily serving private equity and venture capital firms.
Aumni's top competitors include Second Measure, Tegus and Bipsync.
Aumni offers Investment Tracking, Document Management, Analysis & Benchmarking, Reporting, and Company KPI Monitoring.
Aumni has 21 investors. Key investors include Kickstarter, SVB, J P Morgan, Prelude Therapeutics, and Citadel Securities.
Aumni operates through Aumni, Inc..
Yes. Aumni was acquired by J P Morgan in March 2023.