DwellFi logo — Human + AI Collaboration

DwellFi

Human + AI Collaboration

Founded 2021 United States Palo Alto, United States 32 employees Seed Total: $4.30M AI, Blockchain +2

General Information

Company Name DwellFi
Founded Year 2021
Location United States Palo Alto, United States
Employees 32
Industries AI, Blockchain, Financial Services +1
Funding Stage Seed
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Service Fee
Social

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About DwellFi

DwellFi, founded in 2021, is a rising player in the intersection of AI, Blockchain, and Financial Services, with its headquarters in the United States. The company aims to revolutionize private financial markets by offering a specialized AI platform tailored for Fund Administrators, Family Offices, and PE/VC/Hedge Funds. Their AI agents are designed to automate complex financial tasks, offering a significant reduction in manual processing time by 70-90%.

The advantage of DwellFi lies in its specialized offerings, such as Knowledge Libraries and AI agents, that address industry-specific needs like waterfall calculations and regulatory compliance effortlessly. With more than $90M in assets under administration and SOC-2 Type II certification, the platform ensures high security and accuracy.

Recently, the company secured a $300.00K Seed Round investment on 07 May 2025. Investors should note its potential for rapid growth within the rapidly evolving fintech landscape.

Business keywords: Private Markets AI Platform, Fund Operations Automation, Knowledge Libraries, AI Agents for Finance, DDQ Automation, Capital Call Processing, NAV Overview Automation, Fund Reconciliation, Asset Tokenization, Smart Contracts, Enterprise-grade Infrastructure, Real-world Assets On-Chain, SOC-2 Certification, Investment Lifecycle Management, Data-driven Insights

Services & Products

AI-Enhanced Fund Administration
Automated Data Reconciliation
Regulatory and Compliance Management
Investment Analysis and Market Insights
Transaction Processing and Reconciliation
Document and Data Management

Target Customers

Fund Administration Teams Investment Firms Financial Analysts Compliance Officers Private Market Investors Client Relationship Managers

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $300.00K -
07 May 2025
Seed Round $3.00M 5
Hustle Fund, Blockchain Coinvestors +3
15 Apr 2024
Convertible Note $1.00M 3
Hustle Fund, Blockchain Coinvestors +1
01 Dec 2022

DwellFi Alternatives & Competitors

View All Alternatives
DwellFi vs
Net Purpose
Net Purpose United Kingdom

The platform for sustainable and impact investors.

Series A
38 employees
Financial Services, Fintech
DwellFi vs
bunch
bunch Germany

Building the Backbone of Private Markets.

Series A
134 employees
Financial Services, Fintech
DwellFi vs
Carta
Carta United States

We make private markets as connected as public ones.

Series G
2358 employees
Finance, Financial Services

FAQ About DwellFi

Human + AI Collaboration
DwellFi was founded in 2021.
DwellFi is headquartered in Palo Alto, United States.
DwellFi operates in AI, Blockchain, Financial Services and Fintech. Its work centres on Private Markets AI Platform, Fund Operations Automation, Knowledge Libraries and AI Agents for Finance. Its customers include Fund Administration Teams, Investment Firms and Financial Analysts.
DwellFi has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Service Fee.
DwellFi has approximately 32 employees.
DwellFi has completed 3 funding rounds, raising a total of $4.30M. The latest funding stage is Seed.
DwellFi offers: AI-Enhanced Fund Administration, Automated Data Reconciliation, Regulatory and Compliance Management, Investment Analysis and Market Insights, Transaction Processing and Reconciliation, Document and Data Management.
Top alternatives and competitors to DwellFi include Net Purpose, bunch, Carta, LunarCrush, Finfree (Acquired by Papara). These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
DwellFi and Net Purpose are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for DwellFi, https://bouncewatch.com/company/dwellfi, updated 25 March 2026. When citing, please name BounceWatch and link this page.

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