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Bolt Financial stock

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Bolt Financial price history
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About Bolt Financial

Bolt Financial Group offers investment management, retirement, estate, tax, and financial planning services.

Bolt Financial last round details

DateFebruary 2022 (Series E)
Capital raised$957M total
Notable investorsGeneral Atlantic, Activant Capital, Tribe Capital, Undisclosed Investors
IndustriesProfessional ServicesConsultingFinancial Services

Frequently asked questions

How do I invest in Bolt Financial?

Bolt Financial is a privately held company. Accredited and institutional investors seeking exposure to pre-IPO companies can invest through the marketplace — place a bid or accept a listing, subject to the company's transfer policy.

Can I buy Bolt Financial stock?

In most cases, yes. Because these are private securities, purchases are subject to accreditation and the company's right of first refusal and final approval.

Can I sell Bolt Financial shares before it goes public?

If you hold shares, you may be able to sell them by finding a buyer on the marketplace. Your ability to sell always depends on the class of shares, holding period, and the company's transfer restrictions.

What is Bolt Financial's stock price?

As a private company, Bolt Financial has no public stock price. The P2P Price shown here is a model-derived indicative estimate; sign up to see the live order book — the actual bids and asks — and to trade.

What is the valuation of Bolt Financial?

The last known valuation is $11B, from its most recent primary funding round. Private valuations are indicative and not publicly quoted.

Is Bolt Financial publicly traded?

No. Bolt Financial remains privately held and cannot be accessed on public exchanges. Accredited investors can access it on secondary marketplaces like this one before an IPO.

Nothing on this page is an offer to buy or sell, or a solicitation of an offer, any security. Pricing is indicative — generated from platform order activity, not an executable quote.

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