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modernfi.com

ModernFi Stock

Company Profile:

ModernFi provides a deposit management platform for banks and credit unions, enabling them to source deposits, sweep funds, and offer extended insurance coverage to depositors through a network of partner institutions. By leveraging modern technology and compliance infrastructure, ModernFi helps financial institutions grow, retain, and manage their deposit base while improving balance sheet efficiency and depositor security.

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  • Headquarters: New York, NY
  • Year Founded: 2022
  • Industry: Banking + Payment
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ModernFi Funding

Sign up to gain insights into ModernFi funding history, including the funding round, time period, and amount raised.

Sign Up to Unlock the Data
Financing Round Date Amount Price per share* Valuation*
Series B Jun 27, 2025 29.13M
Price
Valuation
Series A Jul 23, 2024 5.00M
Price
Valuation
Series A Jan 23, 2024 18.65M
Price
Valuation
Series Seed May 24, 2022 4.50M
Price
Valuation

*Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D®

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ModernFi Management Team

  • Board Member

    Neil Underwood

  • CEO, Board Member

    Paolo Bertolotti

  • Board Member

    Adam DeVita

ModernFi Major Investors

  • Intercontinental Exchange (ICE)

  • Canapi Ventures

  • Curql

  • Remarkable Ventures

  • Andreessen Horowitz

Learn More About ModernFi Stock

Buy ModernFi Stock
01

ModernFi stock does not trade on public stock exchanges. ModernFi stock is considered a private security and you need to be an accredited investor to trade shares. To invest in ModernFi stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.

Learn more about the secondary market for private company shares on the investors page.

Sell ModernFi Stock
02

ModernFi Stock does not trade on public stock exchanges. In order to sell ModernFi shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.

Learn more about NPM services for selling privately held stock on the Employee Shareholders page.

Read more about how to sell private company stock on the private secondary market:

ModernFi Stock Price
03

ModernFi does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view ModernFi share price and other valuable private market data.

Read more about secondary market private company stock prices:

ModernFi Stock Ticker Symbol
04

There is no ticker symbol for ModernFi stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.

Criteria to Sell ModernFi Stock
05

Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell ModernFi stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.

Learn more about selling privately held stock on the Employee Shareholders page.

Read more about how to sell shares of a private company and eligibility for selling privately held stock:

Criteria to Buy or Invest in ModernFi Stock
06

Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in ModernFi stock, you need to be an accredited entity or institutional investor.

Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.

ModernFi Stock Settlement
07

Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.

To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.

ModernFi IPO
08

ModernFi is a private company and has not had an IPO. There is currently no ModernFi IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to ModernFi IPO.

Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.

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*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.

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Source: Nasdaq Private Market Tape D®