Actively hiring
Financial Services
Wealth Management & Financial Advisors
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Overview
Salaries
Products
People
Growth
Offices
Financials
Funding and backers
Total raised
$3.7M
3 rounds on record
Latest round
$3.7M
Venture round · Jul 2025 · 14 mo ago
Team
11-50
employees, estimated range
The money's age
Due for its next round
14 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Jul 22, 2025
Raised a round Venture round $3.7M · SEC Form D
Nov 7, 2024
Took on debt financing $1.5M · SEC Form D
Sep 30, 2024
Took on debt financing $250k · SEC Form D
2023
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Jul 2025 | $3.7M | — | SEC Form D |
| Debt Financing | Nov 2024 | $1.5M | — | SEC Form D |
| Debt Financing | Sep 2024 | $250k | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Fispoke Inc. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Robert ClareExecutive Officer, DirectorSEC Form D
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Overview
Fispoke gives independent advisors and RIAs a single platform to offer private banking and lending solutions. High-yield savings, credit, and more.
People

Robert Clare
Executive Officer, Director

Nathan Berk
Director

Whit Magruder
Director

Reid Buerger
Director

Laine Brantner
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Offices
Where the company hires and what each office is for
Cities
2
Hiring now
0
Countries
1
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Headquarters
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Office with open vacancies
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Wellesley
United States
HQ
Melbourne
United States
Regional office
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