Candidly

New York, United States Founded: 2016 • Age: 10 yrs
Financial wellness solutions for student debt are provided by Candidly.
Annual revenue - Latest available
Total funding $42.0M 5 rounds
Employees 48 Tracked headcount
Investors 16 Known backers
Products 5 Services tracked
Competitors 9 Brand Intelligence

About Candidly

Candidly is a company based in New York (United States) founded in 2016 by Laurel Tayler and Kevin Walker. It operates as a FinTech, SaaS (Software-as-a-Service), and Professional Services. Candidly has raised $42 million across 5 funding rounds from investors including Salesforce, UBS and Fiserv. The company has 48 employees as of December 31, 2022. Candidly has completed 1 acquisition, including College Finance. Candidly offers products and services including Student Debt Solutions, Emergency Savings, Tuition Reimbursement, Student Loan Retirement Match, and Cait - Conversational AI Tool. Candidly operates in a competitive market with competitors including Tuition.io, InStride, Savi, Gradifi and Goodly, among others.

  • Headquarter New York, United States
  • Employees 48 as on 31 Dec, 2022
  • Founders Laurel Tayler, Kevin Walker
  • Sectors
    Technology
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Insphire Io Corp
Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $42 M (USD)

    in 5 rounds

  • Latest Funding Round
    $20.5 M (USD), Series B

    Mar 07, 2023

  • Investors
    Salesforce

    & 15 more

  • Employee Count
    48

    as on Dec 31, 2022

  • Investments & Acquisitions
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Products & Services of Candidly

Candidly offers a comprehensive portfolio of products and services, including Student Debt Solutions, Emergency Savings, Tuition Reimbursement, Student Loan Retirement Match, and Cait - Conversational AI Tool.

Product name locked
Category locked
Primary

Tools for optimizing student loan repayment are provided.

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Solutions for building emergency savings are offered here.

Product name locked
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Reimbursement for educational expenses is facilitated for employees.

Product name locked
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Retirement matching tied to student loans is supported.

Product name locked
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Personalized guidance through AI for debt repayment offered.

People of Candidly

Headcount 50-200
Employee Profiles 43
Board Members and Advisors 1
Employee Profiles
People
Ed Fink
Partner Success Manager
People
Cslp Carli Coyne Reddy
Head Of Coaching
People
R. Emily Bernard
QA Manager
People
Kathleen Barkley
Onboarding Specialist

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Board Members and Advisors
people
Eric Brickman
Strategic Advisor

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Funding Insights of Candidly

Candidly has successfully raised a total of $42M across 5 strategic funding rounds. The most recent funding activity was a Series B round of $20.5 million completed in March 2023. 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.

Investors in Candidly

Candidly has secured backing from 16 investors, including venture fund and institutional investors. Prominent investors backing the company include Salesforce, UBS and Fiserv.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early-stage companies are funded by this venture capital firm.
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Venture capital firm focused on multiple sectors
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Venture capital firm backed by Aflac Inc
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Investor details for Candidly

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Investments & Acquisitions by Candidly

Candidly has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include College Finance.

Investments
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Investment portfolio details for Candidly

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Education loans are compared and managed via an online platform.
Locked Locked 2020 Locked
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Complete acquisition details for Candidly

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  • Domains and locations

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Financial Statements - Candidly

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Detailed financials for Candidly

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Candidly Comparisons

Candidly Primary company
Description
Financial wellness solutions for student debt are provided b...
Location
New York, United States
Founded Year
2016
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
48
As of 2022
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Peer comparison for Candidly

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Competitors of Candidly

Candidly 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 Tuition.io, InStride, Savi, Gradifi and Goodly, among others.

Company Name Domain Founded year HQ Location Description
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Student loan repayment and tuition assistance benefits are provided.
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Employee education benefits are managed through custom software platforms.
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Education loan repayment is supported by an AI-enabled tool.
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Student loan debt repayment and savings solutions are provided.
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Student loan repayment solutions are provided to employees via employers.
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Detailed competitors of Candidly

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  • Domains and locations
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Latest news on Candidly

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Complete news archive for Candidly

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Candidly

Candidly was founded in 2016 and raised its 1st funding round 2 years after it was founded.

Candidly is headquartered in New York, United States. It is registered at New York, New York, United States.

Laurel Tayler is the current CEO of Candidly. They have also founded this company.

Candidly is a funded company, having raised a total of $42M across 5 funding rounds to date.

As of Dec 31, 2022, the latest employee count at Candidly is 48.

Financial wellness solutions focused on student debt repayment are offered by Candidly. Services are extended to employers, recordkeepers, advisors, and financial institutions. Tools for optimizing repayment plans, emergency savings, tuition reimbursement, and retirement matching linked to student loans are included. Personalized guidance through a conversational AI tool named Cait is also provided. The platform is designed to enhance employee engagement, retention, and loyalty by addressing critical financial needs across various sectors.

Candidly's top competitors include Tuition.io, InStride and Savi.

Candidly offers Student Debt Solutions, Emergency Savings, Tuition Reimbursement, Student Loan Retirement Match, and Cait - Conversational AI Tool.

Candidly has made 1 acquisition, including College Finance.

Candidly has 16 investors. Key investors include Salesforce, UBS, Fiserv, Fiserv, and Financial Health Network.

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