United States · Series B startup
Funding summaryUpdated 26 Oct 2026
$14Mraised across 5 rounds since 2010, from 5 sources
Each circle is a round, placed by date and sized by amount. The line above is the running total.
From a historical funding recordSEC filing: $5.1M sold, first sale Apr 2014
No investor was named in the report.
Reported by sec.govSEC filing: $1.2M sold, first sale Dec 2012
From a historical funding recordSEC filing: $1.2M sold, first sale Jun 2012
Reported by nptimes.comSEC filing: $2.0M sold, first sale Feb 2010
From the SEC filings it signed: 2 on the team.
On the board, as filediA.G.W. (Jack) F. BiddleBabak F. YazdaniDonald F. PylePV F. Boccasam
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
QED Investors
Cota Capital
Streamlined Ventures
CIT GAP Funds
Signatures Capital
Comerica IncorporatedMissing a round, or an investor who was in one? Tell us.
WealthEngine's investors include Novak Biddle Venture Partners, QED Investors, Cota Capital, Streamlined Ventures and CIT GAP Funds, and 2 more on record.
WealthEngine has raised $14M across 5 rounds since 2010. One round did not disclose an amount, so the total is a floor.
WealthEngine's most recent round was a Series B of $5.1M in May 2014.
Its most recent round, $5.1M in May 2014, is also its largest on record.
WealthEngine's first round on record, in Mar 2010, was backed by QED Investors and Novak Biddle Venture Partners.
WealthEngine's latest named round is a Series B, in May 2014.
WealthEngine is based in the United States.
In the same sector, and raised in the last eighteen months.
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United States · 
