FundedIQ
Financial Services

Percapita: Funding, Investors & Team (Sep 2026)

Dedicated to promoting financial wellness for common people and their communities, Percapita is a group of change-makers. Their experiences, wants, and goals in terms of money are at the centre of our work. We're building the financial services industry of the future right now, a world where our institutions promote everyone's financial wellness.

www.percapita.com LinkedIn New York, United States 11-50 employees
Advice Consulting Finance Financial Services B2B B2C Financial wellness
Total raised
$44.6M
Rounds
2
Latest
Undisclosed round
Dec 2025

Percapita has raised $44.6M across 2 funding rounds on record, the most recent an undisclosed round of $15.0M announced in Dec 2025.

That round is in line with the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Percapita Company Profile and Key Stats

Total funding raised
$44.6M
across 2 rounds on record
Funding rounds on record
2
Latest funding round
Undisclosed round
$15.0M in Dec 2025
Employees
11-50
reported band
Headquarters
New York, United States

Latest funding round on record: Dec 2025.

Percapita Funding Rounds

Date
Round
Amount
Undisclosed round
$15.0M
Undisclosed round
$29.6M

Percapita raised $29.6M in an undisclosed round announced in Feb 2023.

2.8 years later, an undisclosed round of $15.0M was announced in Dec 2025.

Percapita Founders and Leadership Team

Name
Role
Contact
Alex Ehrlich
CEO

No contact details are on record for this team yet.

Percapita Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

Percapita's latest round of $15.0M is in line with the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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Percapita Funding FAQs

What does Percapita do?

Dedicated to promoting financial wellness for common people and their communities, Percapita is a group of change-makers. Their experiences, wants, and goals in terms of money are at the centre of our work. We're building the financial services industry of the future right now, a world where our institutions promote everyone's financial wellness.

How much funding has Percapita raised?

Percapita has raised $44.6M across 2 rounds on record. The most recent is an undisclosed round of $15.0M announced in Dec 2025.

When did Percapita last raise funding?

Percapita's most recent funding round on record is an undisclosed round of $15.0M, announced in Dec 2025.

Who is the CEO of Percapita?

Alex Ehrlich is listed as CEO at Percapita.

Where is Percapita headquartered?

Percapita is based in New York, United States.

How many employees does Percapita have?

Percapita is in the 11-50 employee band.

How does Percapita's funding compare to other Financial Services startups?

Percapita's latest round of $15.0M is in line with the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's Percapita Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Percapita is left off this page rather than filled in.

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