The Beans key facts
as of Oct 2026- Developer of a financial planning platform designed to simplify the path to financial success.
- The Beans is valued at approximately $14.0M as of Oct 2026 (last reported valuation).
- It has raised $9.8M; the latest was Seed Round ($5.4M) in Oct 2025.
- Notable investors include Techstars, Flybridge (New York), Precursor Ventures, Commerce Ventures, XFactor Ventures — 24 tracked in total.
- Status: Privately Held (backing).
The Beans's last reported valuation, Dec 2024. Nothing priced has surfaced since.
- ·The complete investor list: 24 names
- ·Watch The Beans: the Monday email on marks, rounds and moves
The Beans funding rounds
No funding rounds for The Beans are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Who backs The Beans
24+Membership and data by Private Market View
The Beans valuation
The Beans's last reported valuation was $14 million in Dec 2024. No priced round, secondary trade or fund mark has surfaced since.
The Beans investors
24 investors are on record for The Beans, including Techstars, Flybridge (New York), Precursor Ventures and Commerce Ventures. By type, the record holds 5 venture capital firms.
About The Beans
Developer of a financial planning platform designed to simplify the path to financial success. The company's platform offers visual financial planning, personalized cash flow planning, and interactive professional development with proactive and positive support to improve employee retention and well-being, enabling clients to stress less about money and organizations in healthcare, education, and nonprofits to improve savings and foster employee satisfaction.
- Sector
- Information Technology
- HQ
- San Francisco, CA, United States
- Founded
- 2016
- Employees
- 30
- Website
- join-thebeans.io/
- Ownership
- Privately Held (backing)
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