Candidly

New York, United States Founded: 2016 • Age: 10 yrs
Financial wellness solutions for student debt are provided by Candidly.

About Candidly

Candidly is a Technology company based in New York (United States) founded in 2016 by Laurel Tayler and Kevin Walker. Financial wellness solutions for student debt are provided by Candidly. It operates on a FinTech, SaaS (Software-as-a-Service), and Professional Services model in Technology and Financial Services sectors. Candidly has raised $42 million across 5 funding rounds from investors including Salesforce, UBS and Fiserv. The company has 48 employees. Candidly has completed 1 acquisition, including College Finance. Its chief executive, as recorded, is Laurel Tayler. Its website getcandidly.com draws about 28 thousand monthly visits. Candidly offers products and services including Student Debt Solutions, Emergency Savings, Tuition Reimbursement, Student Loan Retirement Match, and Cait - Conversational AI Tool. Its focus areas include FinTech and Personal Finance Solutions. Its legal entity is INSPHIRE IO CORP. Its competitors include Tuition.io, InStride and Gradifi; 2 of its 3 listed competitors have raised funding.

Company details

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.

  • Headquarters New York, United States
  • Employees 48
  • Founders Laurel Tayler, Kevin Walker
  • Sectors
    Technology
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website getcandidly.com
  • Social LinkedIn X Facebook
  • Legal Name Insphire Io Corp
Key Metrics
  • Total Equity Funding
    $42M (USD)

    in 5 rounds

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

    Mar 2023

  • Investors
    Salesforce

    & 15 more

  • Employee Count
    48
  • Investments & Acquisitions

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.

Student Debt Solutions
Financial Wellness

Tools for optimizing student loan repayment are provided.

Emergency Savings
Financial Wellness

Solutions for building emergency savings are offered here.

Tuition Reimbursement
Educational Benefits

Reimbursement for educational expenses is facilitated for employees.

Student Loan Retirement Match
Retirement Benefits

Retirement matching tied to student loans is supported.

Cait - Conversational AI Tool
AI Technology

Personalized guidance through AI for debt repayment offered.

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.

  • Total Funding $42M
  • Total Rounds 5
  • Last Round Series B β€” $20.5M
  • First Round $250,000

    (Jun 2018)

  • Investors Count 16

All 5 funding rounds of Candidly with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Mar 2023$20.5MSeries B–Altos Ventures Management
Sep 2021Series A–SixThirty
–
Mar 2021$10MSeries A–UBS
Feb 2019$11.25MSeries A–Rethink Impact
Jun 2018$250,000Seed–Financial Health Network
–
Valuation history

16 investors in total: 16 institutional.

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.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Early-stage companies are funded by this venture capital firm.
altos.vcMenlo Park, United States
Venture capital firm focused on multiple sectors
sixthirty.coSt. Louis, United States
Venture capital firm backed by Aflac Inc
aflacventures.comColumbus, United States
Life sciences and tech focused impact VC firm funding companies in the US, the UK and Canada
rethinkimpact.comWashington, Dc, United States
Venture capital is provided to economic, sustainability, and health sectors.
theimpactengine.comChicago, United States
Early-stage tech-focused VC firm investing in geographies such as the US
bretoncapital.comBoston, United States
Early-stage tech startups are funded by corporate-backed Salesforce Ventures.
salesforceventures.comSan Francisco, United States
US focused early stage venture capital firm
reachcapital.comSan Francisco, United States
Venture capital firm investing in consumer sectors
g9.venturesNew York, United States
Provides investment advisory services to ultra-high-net-worth individuals and families.
2021cercanolp.comBellevue, United States
Premium access

Investor details for Candidly

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 Candidly

46 people are tracked at Candidly (31 in leadership, 1 in board & advisors, 14 in team); the tracked headcount is 48.

NameRoleGroup
Laurel Tayler
Co-Founder & CEOLeadership
Kevin Walker
Co-FounderLeadership
Ed Fink
Partner Success ManagerLeadership
Cslp Carli Coyne Reddy
Head Of CoachingLeadership
Laurel Taylor
CEOLeadership
Anna Griffin
Partner Success ManagerLeadership
Michael Rodriguez
VP Of ProductLeadership
Deirdre Bertrand
COOLeadership
Maria Dimaggio
VP Of Payment OperationsLeadership
Meera Rao Oliva
Chief Marketing OfficerLeadership
Kevin Solan
Vice President MarketingLeadership
Jordan Klein
Senior Strategic Account Director, Enterprise + Team LeadLeadership
Benjamin Levine
Chief Product OfficerLeadership
Tiago Silva
Head Of Data AggregationLeadership
Paul Kovarsky
VP Of PartnershipsLeadership
Steven Saracino
Director Of Strategic PartnershipsLeadership
Michael Kosoff
Director Of MarketingLeadership
Laura M. Voskova
Director Of Strategic PartnershipsLeadership
Michaela Rubin (Noé)
VP of OperationsLeadership
Bob S.
Chief Revenue Officer (fractional)Leadership

26 more people are available in the full profile.

Premium access

Complete people profiles for Candidly

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

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Candidly

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

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Education loans are compared and managed via an online platform.
collegefinance.comMarblehead, United States2020Jun 2022β€’β€’β€’β€’
Premium access

Complete acquisition details for Candidly

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Candidly

4 dated milestones of Candidly across 7 years, from founding to its latest funding, stage changes and deals.

  1. Founded Candidly is founded.
  2. Funding First funding round of $250K.
  3. Acquisition Acquires College Finance.
  4. Funding Latest funding round, Series B, of $20.5M.

Competitors of Candidly

Candidly has 3 listed competitors in our database, 2 of them funded. They include Tuition.io, InStride and Gradifi.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
tuition.io2011Santa Monica, United States$14.35M
Student loan repayment and tuition assistance benefits are provided.
instride.com2001Los Angeles, United States
Employee education benefits are managed through custom software platforms.
gradifi.com2014Boston, United States$500,00011
Student loan debt repayment and savings solutions are provided.
Premium access

Detailed competitors of Candidly

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Candidly

The website of Candidly (getcandidly.com) receives about 28.2K visits a month.

  • Monthly visits
    28.2K

    ▲ 67.9% vs previous month

Similar websites

Websites whose visitors overlap most with Candidly. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
useorigin.com
100%
544.5K#75,000View details
rewardgateway.com
64%
437.4K#88,561View details
google.com
28%
85.8B#1View details

Top companies in HR & Workforce Technology

3 companies that operate in the same segment as Candidly (HR & Workforce Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Anonymous employee reviews and job search platform are operated.
2007San Francisco, California, United StatesUSD 201.5 M1,695
Cloud-based LMS platform for IT industry
2004Farmington, Utah, United StatesUSD 235.41 MUSD 4.95 M1,774
Employee health benefits are facilitated via a cloud-based platform.
2007Plymouth Meeting, Pennsylvania, United StatesUSD 228.3 M
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Candidly

Premium access

Complete news archive for Candidly

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.

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 CEO of Candidly, as recorded in our data. They have also founded this company.

Candidly is a funded company, having raised a total of $42M across 5 funding rounds to date. The company's 1st funding round was a Seed of $250K, raised on Jun 2018.

Candidly has 48 employees.

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 Gradifi.

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.

Candidly operates through Insphire Io Corp.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available