About Overlay Capital
Overlay Capital is a Financial Services company based in Alpharetta (United States) founded in 2016. It operates as a functions as an investment management firm handling diversified funds and portfolios. It operates on a B2B model. Overlay Capital has raised $3 million across 1 funding round. Its focus areas include Finance, Investment Management, Fund Management and Diversified Portfolios. Its competitors include Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
Overlay Capital, based in Alpharetta, focuses on finance, investment management, managing funds, and diversified portfolios. Functions as an investment management firm handling diversified funds and portfolios. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Alpharetta, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website overlaycapital.com
- Social LinkedIn
- Total Equity Funding$3M (USD)
in 1 rounds
- Latest Funding Round$3M (USD), Series B
Jun 2026
Funding Insights of Overlay Capital
Overlay Capital has successfully raised a total of $3M through 1 strategic funding round. The most recent funding activity was a Series B round of $3 million completed in June 2026. 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 $3M
- Total Rounds 1
- Last Round Series B — $3M
- First Round $3M
(Jun 2026)
All 1 funding rounds of Overlay Capital 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 |
|---|---|---|---|---|---|
| Jun 2026 | $3M | Series B | – | – | – |
People of Overlay Capital
6 people are tracked at Overlay Capital (3 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Scott Sadler | Director, Investment Strategies | Leadership |
Chadd Evans | Managing Partner & Chief Investment Officer | Leadership |
B. Scott Sadler | Director -- Investment Strategies | Leadership |
Kyle Fox | Senior Advisor / Investor | Team |
Mark Castleman | Fund Advisor | Team |
William Scriven | Senior Advisor & Investor | Team |
Complete people profiles for Overlay Capital
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 Overlay Capital
2 dated milestones of Overlay Capital across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Overlay Capital is founded.
- Funding First funding round of $3.0M.
Competitors of Overlay Capital
Overlay Capital has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| wealthenhancement.com | 1997 | Minneapolis, United States | – | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. |
Detailed competitors of Overlay Capital
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 Overlay Capital
The website of Overlay Capital (overlaycapital.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▼ 10.1% vs previous month
Websites whose visitors overlap most with Overlay Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| altexchange.com | 100% | 2.3K | – | View details |
Top companies in Asset Management
10 companies that operate in the same segment as Overlay Capital (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Overlay Capital
Complete news archive for Overlay Capital
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 Overlay Capital
Overlay Capital was founded in 2016 and raised its 1st funding round 10 years after it was founded.
Overlay Capital is headquartered in Alpharetta, United States. It is registered at Alpharetta, Georgia, United States.
Overlay Capital is a funded company, having raised a total of $3M across 1 funding round to date. The company's 1st funding round was a Series B of $3M, raised on Jun 2026.
Overlay Capital, based in Alpharetta, focuses on finance, investment management, managing funds, and diversified portfolios. Functions as an investment management firm handling diversified funds and portfolios. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Overlay Capital's top competitors include Fidelity Investments, Investec and S&P Global.