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Candidly

Fintech · New York City, United States · Founded 2016

Candidly is a financial wellness platform that partners with employers to offer benefits that help employees with their finances. The company's main services include student debt repayment plans, tools for saving for college, and resources for building personal wealth. Candidly's business model is B2B, selling their platform to companies as an employee benefit. The platform is designed to be a comprehensive financial wellness solution, addressing the financial needs of a diverse workforce. By offering these benefits, employers can attract and retain talent, while employees can improve their financial health. Keywords: financial wellness, employee benefits, student debt, college savings, wealth management, B2B, financial planning, employee engagement, HR tech, benefits platform

Valuation $0–100M
Revenue $10–50M
Headcount 100–500
Total funding $10–50M
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Candidly and the history behind them.
Power Law Colt$25–100M revenue

Investors

16 investors on Candidly's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Seed 6 investors entered at this stage
Reach Capital
SixThirty Ventures
Financial Solutions Lab
Broadway Angels
Boston Harbor Angels
EQx Fund
Series A 8 investors entered at this stage
Rethink Venture Capital
Impact Engine
Cercano Management
Salesforce Ventures
UBS
Fiserv
Breton
Altos Ventures
Series B+ 2 investors entered at this stage
DCU FinTech Innovation Center
Altos Ventures

Global footprint

Where Candidly has talent and traffic

Workforce by country
4 countries with
team presence
🇺🇸 United States81.8%
🇵🇹 Portugal10.4%
🇦🇷 Argentina5.2%
🇺🇬 Uganda2.6%
4 countries shown
Web traffic by country
22K monthly visits
across markets
🇺🇸 United States92.7%
🇨🇦 Canada7.3%
🇮🇳 India0.9%
Top 3 markets shown

Talent graph

The shape of Candidly's talent

Dealroom maps Candidly's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

5 standout operatorsDealroom-flagged across the org
8 AI specialistsincl. 1 core researchers
114 employees mappedperson by person
DimensionScore
AI Talentlive Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock Candidly's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Market sentiment

What the market is saying about Candidly

An AI-synthesized read of the highest-engagement posts about Candidly on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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