About FlexScore
FlexScore is a Technology company based in San Francisco (United States) founded in 2012, and was acquired by United Capital in February 2016. Financial health is scored and advised through an online tool. FlexScore has raised $4.7 million across 3 funding rounds from investors including United CP. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
FlexScore was established in 2012 in San Francisco, United States, within the financial technology sector. An online platform is maintained to evaluate users financial positions via a unified score. Customized steps are generated to support goal attainment, alongside peer comparisons and simulations of potential financial changes. Content is developed by certified financial advisors and delivered digitally to inform users decisions.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsTechnology
- Website flexscore.com
- Social LinkedIn X Facebook
- Acquired by United Capital (Feb 2016)
- Total Equity Funding$4.7M (USD)
in 3 rounds
- Latest Funding Round$2.5M (USD), Seed
Sep 2014
- Investors
- Acquired byUnited Capital
(Feb 2016)
Funding Insights of FlexScore
FlexScore has successfully raised a total of $4.7M across 3 strategic funding rounds. The most recent funding activity was a Seed round of $2.5 million completed in September 2014. 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 $4.7M
- Total Rounds 3
- Last Round Seed — $2.5M
- First Round $1.5M
(Apr 2013)
All 3 funding rounds of FlexScore 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 |
|---|---|---|---|---|---|
| Sep 2014 | $2.5M | Seed | – | – | – |
| Jan 2014 | $700,000 | Angel Round | – | – | – |
| Apr 2013 | $1.5M | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in FlexScore
FlexScore has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include United CP.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth counseling services are offered for investment and financial planning. | 2005 | unitedcp.com | Newport Beach, United States |
Investor details for FlexScore
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Timeline of FlexScore
4 dated milestones of FlexScore across 4 years, from founding to its latest funding, stage changes and deals.
- Founded FlexScore is founded.
- Funding First funding round of $1.5M.
- Funding Latest funding round, Seed, of $2.5M.
- Exit Acquired by United Capital.
Competitors of FlexScore
FlexScore has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of FlexScore
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 FlexScore
Websites that share an audience with FlexScore (flexscore.com).
Websites whose visitors overlap most with FlexScore. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
teensguidetomoney.com | teensguidetomoney.com | 100% | – | ||
money.usnews.com | money.usnews.com | 74% | #30,323 | – | |
guides.wsj.com | guides.wsj.com | 72% | – | ||
| johnhancock.com | 72% | 2.3M | #22,913 | View details | |
financialmentor.com | financialmentor.com | 64% | #247,092 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for FlexScore
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 14 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as FlexScore (Investment & Financial Technology) in United States, 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 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Flexscore
Complete news archive for FlexScore
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about FlexScore
FlexScore was founded in 2012 and raised its 1st funding round 1 year after it was founded.
FlexScore is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
FlexScore is a funded company, having raised a total of $4.7M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.5M, raised on Apr 2013.
FlexScore was established in 2012 in San Francisco, United States, within the financial technology sector. An online platform is maintained to evaluate users financial positions via a unified score. Customized steps are generated to support goal attainment, alongside peer comparisons and simulations of potential financial changes. Content is developed by certified financial advisors and delivered digitally to inform users decisions.
FlexScore's top competitors include The Tifin Group, Ascensus and Learnvest.
FlexScore has 1 investor. Key investors include United CP.
Yes. FlexScore was acquired by United Capital in February 2016.