# Levelfield Financial funding: rounds and investors

> Levelfield Financial has raised $1.0M across 1 round since 2022. Investors include Alumni Ventures. Every round with its source.

Source: https://millionrounds.com/company/levelfield-financial (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# Who invested in *Levelfield Financial*

One round we have observed, with the one investor named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

Funding summary Updated 26 Oct 2026

**$1.0M** raised across 1 round since 2022, from 1 source

- **Latest round:** Venture, $1.0M Jul 2022
- **Investors:** 1

See who backed them

## The rounds

- **Jul 2022** Venture **$1.0M** [Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) Source recorded SEC filing: $1.0M sold, first sale Jul 2022

## Founders and team

From Levelfield Financial's own website: 6 on the team.

- **Michael W. Clayton** Chief Technology Officer & Information Security Officer
- **Ora Helmholz** Chief Operating Officer
- **Chris McMillan** Independent Director
- **F. Stephen Helmholz** Executive Director.
- **Katherine Rupp** Marketing Director
- **Mario Flores** Deputy BSA Officer

## Everyone who backed them

[Alumni Ventures](https://millionrounds.com/fund/us-strategic-tech-fund-an-alumni-ventures-fund) VC firm **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=levelfield-financial).

## Quick answers about Levelfield Financial

### Who invested in Levelfield Financial?

Levelfield Financial's investors include Alumni Ventures.

### How much has Levelfield Financial raised?

Levelfield Financial has raised $1.0M across 1 round since 2022.

### When did Levelfield Financial last raise?

Levelfield Financial's most recent round was a Venture of $1.0M in Jul 2022.

### What was Levelfield Financial's biggest round?

Its most recent round, $1.0M in Jul 2022, is also its largest on record.

### Who backed Levelfield Financial first?

Levelfield Financial's first round on record, in Jul 2022, was backed by Alumni Ventures.

### What stage is Levelfield Financial at?

Levelfield Financial's latest named round is a Venture, in Jul 2022.

### Where is Levelfield Financial based?

Levelfield Financial is based in the United States.

## Companies like Levelfield Financial

In the same sector, and raised in the last eighteen months.

[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Platform Accounting Group** $355M · Oct 2026](https://millionrounds.com/company/platform-accounting-group)[**Ramp** $4.5B · Oct 2026](https://millionrounds.com/company/ramp)

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