About LevPro
LevPro is a Technology company based in Los Angeles (United States) founded in 2020, and was acquired by Octus in June 2026. AI-based research management solutions are provided for investors. LevPro has raised $2.5 million across 1 funding round from investors including Octus, 1707 Capital and Shishir Mehrotra. LevPro offers products and services including Front Office Software, New Issue Calendar, Research Management, and Order & Trade Management. Its focus areas include FinTech, Investment Tech, Private Funds IT and Research Management. Its competitors include Tegus, Second Measure and Aumni; 3 of its 3 listed competitors have raised funding.
Company details
LevPro was founded in 2020 and is based in Los Angeles, United States. AI-driven tools for research management are developed to assist investors in the financial sector. Services include automation of data analysis and workflow optimization. Operations are conducted primarily within the United States, focusing on technology integration for investment research processes. The domain levpro.ai supports these activities.
Products & Services of LevPro
LevPro offers a comprehensive portfolio of products and services, including Front Office Software, New Issue Calendar, Research Management, and Order & Trade Management.
Tools for managing credit portfolios and automating investment monitoring.
Platform for tracking and analyzing new credit market deals.
System for handling deal approvals and financial document tracking.
Features for creating trades and allocating funds across portfolios.
Funding Insights of LevPro
LevPro has successfully raised a total of $2.5M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.5 million completed in November 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 $2.5M
- Total Rounds 1
- Last Round Seed — $2.5M
- First Round $2.5M
(Nov 2021)
- Investors Count 4
All 1 funding rounds of LevPro 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 |
|---|---|---|---|---|---|
| Nov 2021 | $2.5M | Seed | – | 1707 Capital |
5 investors in total: 2 institutional and 3 angel.
Investors in LevPro
LevPro has secured backing from 5 investors, including venture fund and angel investors. Prominent investors backing the company include Octus, 1707 Capital and Shishir Mehrotra.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
A strategic holding company focused on investment portfolios. | 1707-capital.com | |||
SM Shishir Mehrotra | CEO of Coda, ex-YouTube exec, active angel investor in tech startups | unknown_a418948d986a41619 | ||
BS Bill Simon | unknown_cd0a1ca793c747c5b | |||
HY Hans Yang | General Partner at BITKRAFT Ventures, active angel investor in gaming and tech. | unknown_afcb946fafab485c8 | ||
Provider of credit intelligence and data for financial firms | 2013 | octus.com |
Investor details for LevPro
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 LevPro
3 people are tracked at LevPro (2 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Ryan Barrows | Chief Executive Officer | Leadership |
Trey Coppinger | Head Of Customer Success | Leadership |
Chase Kennedy | Implementations | Team |
Complete people profiles for LevPro
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.
Timeline of LevPro
3 dated milestones of LevPro across 6 years, from founding to its latest funding, stage changes and deals.
- Founded LevPro is founded.
- Funding First funding round of $2.5M.
- Exit Acquired by Octus.
Competitors of LevPro
LevPro has 3 listed competitors in our database, 3 of them funded. They include Tegus, Second Measure and Aumni.
| 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. | |
| aumni.fund | 2018 | San Francisco, United States | $66.7M | 136 | Data and analytics solutions for deal documents are provided online. |
Detailed competitors of LevPro
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.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as LevPro (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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Frequently Asked Questions about LevPro
LevPro was founded in 2020 and raised its 1st funding round 1 year after it was founded.
LevPro is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
LevPro is a funded company, having raised a total of $2.5M across 1 funding round to date. The company's 1st funding round was a Seed of $2.5M, raised on Nov 2021.
LevPro was founded in 2020 and is based in Los Angeles, United States. AI-driven tools for research management are developed to assist investors in the financial sector. Services include automation of data analysis and workflow optimization. Operations are conducted primarily within the United States, focusing on technology integration for investment research processes. The domain levpro.ai supports these activities.
LevPro's top competitors include Aumni, Second Measure and Tegus.
LevPro offers Front Office Software, New Issue Calendar, Research Management, and Order & Trade Management.
LevPro has 5 investors. Key investors include Octus, 1707 Capital, Shishir Mehrotra, Bill Simon, and Hans Yang.
Yes. LevPro was acquired by Octus in June 2026.