United States · 
Who invested in Visio Financial Services?
Visio Financial Services's investors include Octavia Investments.
20142015
$4.7MDebt$1.8MSeries A$6.7MSeries BUnited States · Series B startup
Who invested in Visio Financial Services
3 rounds we have observed, with the one investor named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.
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Funding summaryUpdated 7 Nov 2026
$13Mraised across 3 rounds since 2013, from 3 sources
$4.7MDebt$1.8MSeries A$6.7MSeries B
- Latest round
- Series B, $6.7MFeb 2015
- Step-upi
- 3.7×
- Investors
- 1
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Debt, $4.7M Aug 2013
- Biggest round
- $6.7M Series B · Feb 2015
- Usual gap between rounds
- 13 months the median of 2
The rounds
- Feb 2015
- Aug 2014Series A$1.8M
No investor was named in the report.
From a historical funding recordSEC filing: $1.9M sold, first sale Aug 2014
- Aug 2013Debt$4.7M
No investor was named in the report.
Reported by sec.govSEC filing: $4.8M sold, first sale Jan 2013
Everyone who backed them
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Quick answers about Visio Financial Services
How much has Visio Financial Services raised?
Visio Financial Services has raised $13M across 3 rounds since 2013.
When did Visio Financial Services last raise?
Visio Financial Services's most recent round was a Series B of $6.7M in Feb 2015.
What was Visio Financial Services's biggest round?
Its most recent round, $6.7M in Feb 2015, is also its largest on record.
Who backed Visio Financial Services first?
Visio Financial Services's first round on record, in Feb 2015, was backed by Octavia Investments.
What stage is Visio Financial Services at?
Visio Financial Services's latest named round is a Series B, in Feb 2015.
Where is Visio Financial Services based?
Visio Financial Services is based in the United States.
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