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 +2
Employees 32
Industries AI, Blockchain, Financial Services +1
Funding Stage Seed
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.

Taxonomy: 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 •••••• - 07 May 2025
Seed Round •••••• 5
Investor Investor Investor Investor
•••• ••••
15 Apr 2024
Convertible Note •••••• 3
Investor Investor Investor
01 Dec 2022

DwellFi Alternatives & Competitors

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FAQ About DwellFi

Human + AI Collaboration
DwellFi was founded in 2021.
DwellFi is headquartered in Palo Alto, United States.
DwellFi operates in the following industries: AI, Blockchain, Financial Services, Fintech.
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 CredCore, InvestorPortaLPro, Altvia, RealBlocks, FundMiner. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
DwellFi and CredCore 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.

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