DwellFi
Palo Alto, US · Founded 2021 · Delaware corporation
DwellFi provides an AI agent platform for fund operations that deploys custom, per-fund software within a client's own environment, indexing existing ledgers, CRMs, and documents to automate tasks like capital calls, NAV strikes, reconciliations, and investor reporting. It serves institutional finance clients including fund administrators, private equity, venture capital, hedge funds, private credit, asset managers, family offices, sovereign wealth funds, pension funds, and endowments.
Founders & leadership
DwellFi was founded in 2021 by Deepak S.
DS
Deepak SFounder
KU
Kumar UjjwalNamed on SEC filing
Reported raises · per SEC filings
Form D private placements$2M disclosed across 3 rounds · 2024–2025
▶$300KraisedMay 2025 · 3 investors · Other TechnologyRule 506(c)
▶$300KraisedMay 2025 · 3 investors · Other Technology
Rule 506(c)Officers, directors & promoters on the filing
- Kumar UjjwalExecutive Officer, Director
- Amount sold
- $300K
- Minimum investment
- $50K
- First sale
- Apr 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06c
▶$300KraisedFeb 2025 · 1 investors · Other TechnologyRule 506(b)
▶$300KraisedFeb 2025 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kumar UjjwalExecutive Officer, Director
- Amount sold
- $300K
- First sale
- Feb 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$1.4MraisedFeb 2025 · 9 investors · Other TechnologyRule 506(b)
▶$1.4MraisedFeb 2025 · 9 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Kumar UjjwalExecutive Officer, Director
- Amount sold
- $1.4M
- First sale
- May 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 8
by search overlap
StratiFi11 shared keywordsStratiFi provides AI-powered analytics and workflow tools for chief investment officers at wealth management firms to deliver institutional-grade investment research, advisor enablement, and compliance oversight at scale.
ModernFi10 shared keywordsModernFi operates a member-owned deposits network and reciprocal deposits platform that enables community and regional financial institutions to compete with larger banks. The company provides infrastructure, technology, and services to help institutions of all sizes serve businesses, public funds, nonprofits, and families.
immunefi8 shared keywordsImmunefi is a crowdsourced security platform for Web3, offering bug bounty programs, audit competitions, invite-only programs, security audits, and PR reviews that connect protocols with security researchers to find and disclose onchain vulnerabilities. It serves web3 protocols and blockchain projects, and in 2025 launched Immunefi Magnus, a unified security operations platform for the onchain economy.
Truthifi8 shared keywordsTruthifi is a wealth monitoring platform that connects to users' financial accounts across 18,000+ institutions to continuously check portfolios for risk, fees, concentration, and allocation drift, and to supply accurate, contextualized financial data to AI assistants. It serves individual investors and financial advisors managing multiple or complex accounts, running 130+ wellness diagnostics on their consolidated financial picture.
EverFi8 shared keywordsEverFi builds educational programs and training solutions that serve schools and companies, helping them make education accessible across grade school through executive levels.
Emplifi7 shared keywordsEmplifi is an Autonomous Customer Experience platform that unifies social media marketing, ecommerce, and customer care for enterprise brands. The platform uses AI trained on trillions of data points to automate decisions and personalize customer experiences across channels.
SyntheticFi7 shared keywordsSyntheticFi provides securities-backed lending solutions to financial advisors and their clients, offering institutional-grade liquidity through structured products like box spreads. The company serves high-net-worth individuals and financial advisors seeking lower-cost borrowing alternatives to traditional mortgages and loans.
Secfi7 shared keywordsSecfi offers liquidity and financing solutions for startup executives and founders, including equity analysis, tailored financing that lets holders retain ownership, and tax strategies around events such as QSBS status. It also provides market intelligence on startups and equity, and can extend its financing and liquidity offerings to a company's employees as a benefit.
Companies competing with DwellFi for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does DwellFi do?
- DwellFi provides an AI agent platform for fund operations that deploys custom, per-fund software within a client's own environment, indexing existing ledgers, CRMs, and documents to automate tasks like capital calls, NAV strikes, reconciliations, and investor reporting. It serves institutional finance clients including fund administrators, private equity, venture capital, hedge funds, private credit, asset managers, family offices, sovereign wealth funds, pension funds, and endowments.
- Who founded DwellFi?
- DwellFi was founded by Deepak S in 2021.
- How much funding has DwellFi raised?
- DwellFi has disclosed $2M raised across 3 rounds.
- Where is DwellFi headquartered?
- DwellFi is headquartered in Palo Alto, US.