Fundraising Fox

Fispoke

Wellesley, US · Founded 2023 · Delaware corporation

Fispoke is a financial technology platform that gives independent financial advisors, RIAs, and family offices a single system to offer their clients private banking, lending, and cash management solutions from partner banks. It operates as a white-labeled service desk rather than a bank, letting advisors provide institutional-style banking products without changing custodians or adding infrastructure.

Enterprise SoftwareFintechSaaS

Founders & leadership

Fispoke was founded in 2023 by Bob Clare.

BCBob Clare
Bob ClareCEO & Founder

Board

NBNathan Berk
Nathan BerkBoard director

Reported raises · per SEC filings

Form D private placements

$5.5M disclosed across 3 rounds · 2024–2025

▶$3.7MraisedAug 2025 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nathan BerkDirector
  • Reid BuergerDirector
  • Robert ClareExecutive Officer, Director
  • Laine BrantnerDirector
  • Whit MagruderDirector
Offering amount
$5M
Amount sold
$3.7M
First sale
Jul 2025
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.5MraisedNov 2024 · 6 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Robert ClareExecutive Officer, Director
  • Nathan BerkDirector
Offering amount
$1.5M
Amount sold
$1.5M
First sale
Nov 2024
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$250KraisedOct 2024 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Nathan BerkDirector
  • Robert ClareExecutive Officer, Director
Offering amount
$2.3M
Amount sold
$250K
First sale
Sep 2024
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 3

by search overlap
Robinhood15 shared keywordsRobinhood is a financial trading platform that enables users to manage portfolios across stocks, ETFs, cryptocurrencies, options, futures, and prediction markets. The platform serves retail investors with low barriers to entry, offering portfolio management services and market insights.
Zillow14 shared keywordsZillow operates an online real estate marketplace where consumers can search homes for sale and rentals across US and Canadian cities, view mortgage rate information, and access home financing through Zillow Home Loans. It covers residential property listings, apartments and houses for rent, and mortgage services nationwide.
Red Ventures11 shared keywordsRed Ventures is a global portfolio of high-growth companies, with a footprint across seven U.S. businesses, a healthcare joint venture, and strategic investments in Europe. Its operations include a client services business that helps large banks address growth challenges, supported by a central team providing operations, upskilling, and community resources.

Companies competing with Fispoke for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Fispoke Announces Capital Raise Exceeding $2 Million - The Founder's Chairthefounderschair.com · Dec 2024Fispoke Receives Investment First Rate Venturesfinsmes.com · Jun 2024

Frequently asked questions

What does Fispoke do?
Fispoke is a financial technology platform that gives independent financial advisors, RIAs, and family offices a single system to offer their clients private banking, lending, and cash management solutions from partner banks. It operates as a white-labeled service desk rather than a bank, letting advisors provide institutional-style banking products without changing custodians or adding infrastructure.
Who founded Fispoke?
Fispoke was founded by Bob Clare in 2023.
How much funding has Fispoke raised?
Fispoke has disclosed $5.5M raised across 3 rounds.
Where is Fispoke headquartered?
Fispoke is headquartered in Wellesley, US.