About Valuelist
Valuelist is a Technology company based in Las Condes (Chile) founded in 2010 by Hernan Alvarado Oteiza. Valuelist is a Chilean wealthtech company that organizes investments, pension funds, real estate, liabilities, and insurance. Valuelist has raised $600 thousand across 1 funding round from investors including Synapse. Its chief executive, as recorded, is Hernan Alvarado Oteiza. Valuelist offers products and services including Plan Inversionista, Plan Asesores, and Plan Empresas. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Caja Los Andes, Racional and Betterplan; 1 of its 3 listed competitors has raised funding.
Company details
Valuelist was founded in 2010 as a wealthtech company based in Las Condes, Chile. A platform is provided for managing investments, pension funds, real estate, liabilities, and insurance. Services encompass financial software focused on investment options, mutual funds, cryptocurrency, bonding, and pension planning. Operations are centered in the Chilean market to support personal financial organization.
- Headquarters Las Condes, Chile
- Founders Hernan Alvarado Oteiza
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website valuelist.cl
- Social LinkedIn YouTube
- Total Equity Funding$600K (USD)
in 1 rounds
- Latest Funding Round$600K (USD), Seed
Oct 2023
- Investors
Products & Services of Valuelist
Valuelist offers a comprehensive portfolio of products and services, including Plan Inversionista, Plan Asesores, and Plan Empresas.
Tool for tracking and consolidating personal investments and assets.
Platform for advisors to manage client financial data and metrics.
Solution for companies to monitor employee financial health and assets.
Funding Insights of Valuelist
Valuelist has successfully raised a total of $600K through 1 strategic funding round. The most recent funding activity was a Seed round of $600 thousand 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 $600,000
- Total Rounds 1
- Last Round Seed — $600,000
- First Round $600,000
(Oct 2023)
- Investors Count 1
All 1 funding rounds of Valuelist 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 |
|---|---|---|---|---|---|
| Oct 2023 | $600,000 | Seed | – | Synapse | – |
1 investors in total: 1 institutional.
Investors in Valuelist
Valuelist has secured backing from 1 investor. Prominent investors backing the company include Synapse.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Technology services are provided for business and digital transformation. | 2010 | thesynapses.com | Boston, USA |
Investor details for Valuelist
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of Valuelist
1 people are tracked at Valuelist (1 in leadership).
| Name | Role | Group |
|---|---|---|
Hernan Alvarado Oteiza | Co-Founder & CEO | Leadership |
Complete people profiles for Valuelist
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Valuelist
2 dated milestones of Valuelist across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Valuelist is founded.
- Funding First funding round of $600K.
Competitors of Valuelist
Valuelist has 3 listed competitors in our database, 1 of them funded. They include Caja Los Andes, Racional and Betterplan.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| cajalosandes.cl | 1953 | Providencia, Chile | App-based financial planning and management platform for individuals | |||
| racional.cl | 2018 | Santiago, Chile | $2M | App-based investment advisory & savings platform for individuals | ||
| betterplan.cl | 2019 | Santiago, Chile | Provides independent investment advice, access to funds, and tax-efficient strategies for clients. |
Detailed competitors of Valuelist
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Related news about Valuelist
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Frequently Asked Questions about Valuelist
Valuelist was founded in 2010 and raised its 1st funding round 13 years after it was founded.
Valuelist is headquartered in Las Condes, Chile. It is registered at Las Condes, Region Metropolitana De Santiago, Chile.
Hernan Alvarado Oteiza is the CEO of Valuelist, as recorded in our data. They have also founded this company.
Valuelist is a funded company, having raised a total of $600K across 1 funding round to date. The company's 1st funding round was a Seed of $600K, raised on Oct 2023.
Valuelist was founded in 2010 as a wealthtech company based in Las Condes, Chile. A platform is provided for managing investments, pension funds, real estate, liabilities, and insurance. Services encompass financial software focused on investment options, mutual funds, cryptocurrency, bonding, and pension planning. Operations are centered in the Chilean market to support personal financial organization.
Valuelist's top competitors include Caja Los Andes, Racional and Betterplan.
Valuelist offers Plan Inversionista, Plan Asesores, and Plan Empresas.
Valuelist has 1 investor. Key investors include Synapse.