Basis Stock
Basis provides an AI‑powered financial planning and investment platform designed to help individuals optimize their savings, budgeting, and long‑term financial goals through personalized recommendations and automated insights. The company’s software analyzes spending and financial behavior to deliver tailored advice and actionable strategies that support better money‑management decisions.
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Buy + SellBasis Funding
Sign up to gain insights into Basis 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 | Feb 24, 2026 | 100.00M | ||
| Series A | Dec 17, 2024 | 33.98M |
See Basis Valuations + Financials
*Sample data + company shown for illustrative purposes only
Gain insights Into Basis Stock Valuation + Share Prices
View real-time Tape D® data on Basis stock including most recent valuation and historical share price information.
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Basis Management Team
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Board Member
Miles Clements
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Board Member
Keith Rabois
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Co-Founder
Mitchell Troyanovsky
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Co-Founder, CEO
Matthew Harpe
Basis Major Investors
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Khosla Ventures
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Avid Ventures
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Box Group
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Google Ventures
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Better Tomorrow Ventures (BTV)
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NFDG
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Accel Partners
Learn More About Basis Stock
Buy Basis Stock
01Basis stock does not trade on public stock exchanges. Basis stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Basis 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 Basis Stock
02Basis Stock does not trade on public stock exchanges. In order to sell Basis 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:
Basis Stock Price
03Basis 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 Basis share price and other valuable private market data.
Read more about secondary market private company stock prices:
Basis Stock Ticker Symbol
04There is no ticker symbol for Basis 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 Basis Stock
05Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Basis 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 Basis Stock
06Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Basis 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.
Basis Stock Settlement
07Once 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.
Basis IPO
08Basis is a private company and has not had an IPO. There is currently no Basis IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to Basis 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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Buy + Sell*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.
