Realized

Austin, United States Founded: 2014 • Age: 12 yrs
Realized is engaged in real estate wealth management solutions.

About Realized

Realized is a company based in Austin (United States) founded in 2014 by David Dahill and David Wieland. It operates as a Brokerage / Intermediation and Professional Services. Realized has raised $7.8 million across 2 funding rounds from investors including Calibrate Ventures and Rice Park Capital Management. Realized offers products and services including 1031 Exchange Marketplace and Investment Property Wealth Management. Realized operates in a competitive market with competitors including Fundrise, CrowdStreet, MAX Exchange, RealtyShares and CoAssets, among others.

  • Headquarter Austin, United States
  • Founders David Dahill, David Wieland
  • Sectors
    Financial Services
    Technology
  • Website category Business and Consumer Services · Real Estate
  • Phone
    •••• ••••
  • Website realized1031.com
  • Social LinkedIn X Facebook YouTube
  • Legal Name Realized Holdings, Inc.
Key Metrics
  • Total Equity Funding
    $7.8M (USD)

    in 2 rounds

  • Latest Funding Round
    $1.8M (USD), Series A

    Oct 2023

  • Investors

Products & Services of Realized

Realized offers a comprehensive portfolio of products and services, including 1031 Exchange Marketplace and Investment Property Wealth Management.

1031 Exchange Marketplace
Real Estate Investment

Platform for accessing DST and TIC investment properties.

Investment Property Wealth Management
Wealth Management

Service for creating diversified real estate portfolios.

Apps and channels of Realized

its YouTube channel Realized has 80 subscribers and 30 videos.

Realized
YouTube 80 subscribers 30 videos Science & Technology
Open channel

Videos from Realized

The most watched videos on Realized's YouTube channel, Realized (80 subscribers). Click a video to play it here.

What is the 3K Capital Loss rule?
155 views
How Much Can You Inherit Without Paying Taxes?
135 views
Can A 1031 Exchange Be Used For New Construction?
73 views
How to Calculate Capital Appreciation in Real Estate
72 views

More on Realized.

Funding Insights of Realized

Realized has successfully raised a total of $7.8M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $1.8 million completed in October 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 $7.8M
  • Total Rounds 2
  • Last Round Series A — $1.8M
  • First Round $6M

    (Sep 2019)

  • Investors Count 2

All 2 funding rounds of Realized with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Oct 2023$1.8MSeries A––
–
Sep 2019$6MSeries A–Calibrate Ventures
Valuation history

2 investors in total: 2 institutional.

Investors in Realized

Realized has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Calibrate Ventures and Rice Park Capital Management.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Tech-focused VC firm funding companies in the US
–calibratevc.comPasadena, United States
-
–riceparkcapital.com-
Premium access

Investor details for Realized

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 Realized

20 people are tracked at Realized (11 in leadership, 2 in board & advisors, 7 in team).

NameRoleGroup
David Dahill
Co-FounderLeadership
David Wieland
Co-Founder & CEOLeadership
Robert Cobean
VP, ResearchLeadership
Drew Reynolds
Chief Investment OfficerLeadership
Trey Robinson
Chief Marketing OfficerLeadership
Britt Thompson
Director of Consumer MarketingLeadership
Harrison Gillett
VP of Design & InteractiveLeadership
Pat Jancsy
Chief Revenue OfficerLeadership
McKenna Duncan
VP, Wealth ManagementLeadership
Amr Tenney
VP, Wealth ManagementLeadership
Brianna Gieselman
Associate Vice President, Wealth ManagementLeadership
Kevin Dunlap
Board MemberBoard & advisors
Scott Ingraham
Board MemberBoard & advisors
Sam Puri
Inbound Marketing AdvisorTeam
Art Cosme
ControllerTeam
Gabe Medina
Due Diligence & Compliance Officer, Realized FinancialTeam
Colton Hoisager
AssociateTeam
Lisa Bember
Compliance OfficerTeam
Clay Schmidt
SVP, Wealth ManagementTeam
Murat Sensoy
ConsultantTeam
Premium access

Complete people profiles for Realized

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 Realized

3 dated milestones of Realized across 9 years, from founding to its latest funding, stage changes and deals.

  1. Founded Realized is founded.
  2. Funding First funding round of $6.0M.
  3. Funding Latest funding round, Series A, of $1.8M.

Competitors of Realized

Realized 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 Fundrise, CrowdStreet, MAX Exchange, RealtyShares and CoAssets, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fundrise.com2010–$53.73M–
An investment platform offering access to private market investments
crowdstreet.com2012Bend, United States$68.78M184
Real estate crowdfunding opportunities are provided to investors online.
maxex.com2009Atlanta, United States$72.14M–
Mortgage loans are bought and sold via an online platform.
realtyshares.com2013Mountain View, United States$94.25M16
Real estate crowdfunding is facilitated via equity and debt platforms.
coassets.com2013Singapore$736,000–
Real estate crowdfunding is facilitated for developers and global investors.
equitymultiple.com2015New York, United States$6.8M–
Real estate crowdfunding platform
diversyfund.com2014San Diego, United States$3M–
Real estate crowdfunding is provided for equity and debt investments.
rubikhomes.com2017New York, United States$4.77M–
Residential properties are sold via an online brokerage platform.
napalicap.com2016Dallas, United States$1.24M–
Real estate investment firm
patchofland.com2013Los Angeles, United States$24.84M26
P2P real estate crowdfunding platform.
Premium access

Detailed competitors of Realized

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 Realized

The website of Realized (realized1031.com) receives about 33.7K visits a month and ranks #908,271 among all websites worldwide, #6,707 in Real Estate.

  • Monthly visits
    33.7K
  • Unique visitors
    18.9K

    per month

  • Global rank
    #908,271

    among all websites

  • Category rank
    #6,707

    Business and Consumer Services · Real Estate

Similar websites

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

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
1031crowdfunding.com
100%
–#667,281View details
ipx1031.com
89%
–#943,376View details
firstexchange.com
firstexchange.com
88%
–#605,521–
redfin.com
80%
86.4M#453View details
zillow.com
79%
321.9M#68View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
Premium access

All 23 similar websites and full traffic analytics for Realized

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 23 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Latest news on Realized

Premium access

Complete news archive for Realized

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.

Similar companies to Realized

10 companies that operate in the same segment as Realized (Crowdfunding), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Reward-based crowdfunding is facilitated for content creators and musicians.
2013San Francisco, California, United StatesUSD 412.1 M––
Equity crowdfunding is enabled for startups and growing businesses.
2010Exeter, Devon, United KingdomUSD 62.86 MUSD 18 M78
Business loans are provided via a P2P marketplace platform.
2015Singapore, SingaporeUSD 241.5 M––
An investment platform offering access to private market investments
2010Washington, District Of Columbia, United StatesUSD 53.73 M––
Equity and revenue-based crowdfunding for startups is enabled.
2012Seongnam-si, Gyeonggi-do, South KoreaUSD 127.7 MUSD 26.57 M–
Funds are raised online for social causes via crowdfunding platform.
2008San Diego, California, United States–––
Creative projects are crowdfunded via a cloud-based platform.
2009Brooklyn, New York, United States–––
Funds are raised online for charities and personal campaigns.
2000London, England, United KingdomUSD 18.56 MUSD 65.24 M108
Online platform for funding solar projects
2015New York, New York, United StatesUSD 503.95 M–30
Residential solar financing is provided to homeowners for rooftop installations.
2011Oakland, California, United StatesUSD 250.46 M––
Upgrade to premium

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.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • ✓
    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

Frequently Asked Questions about Realized

Realized was founded in 2014 and raised its 1st funding round 5 years after it was founded.

Realized is headquartered in Austin, United States. It is registered at Austin, Texas, United States.

David Wieland is the current CEO of Realized. They have also founded this company.

Realized is a funded company, having raised a total of $7.8M across 2 funding rounds to date. The company's 1st funding round was a Series A of $6M, raised on Sep 2019.

Realized is focused on transforming investment properties into passive, diversified portfolios of commercial real estate. Services are provided in the real estate sector, specializing in 1031 exchanges, Delaware Statutory Trusts (DSTs), and Tenants-in-Common (TIC) investments. Custom investment plans are developed to help clients achieve specific financial goals while minimizing tax liabilities. The Realized Marketplace is operated to connect investors with DST replacement properties from respected sponsors. Strategies are designed to manage wealth with reduced uncertainty for accredited investors in the United States.

Realized's top competitors include Fundrise, CrowdStreet and MAX Exchange.

Realized offers 1031 Exchange Marketplace and Investment Property Wealth Management.

Realized has 2 investors. Key investors include Calibrate Ventures, and Rice Park Capital Management.

Realized operates through Realized Holdings, Inc..

Explore millions of companies — 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 — all in one powerful platform.

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