Reason
AcquiredReason is a fintech company in Del Mar, United States, founded in 2022. It has 1 recorded funding round, most recently a Private Equity in March 2017.
- Headquarters
- Del Mar, California
- Founded
- 2022
- Business Model
- B2C
- Last Round
- Private EquityMar 2017
- Rounds
- 1
- Acquisition Date
- Jan 2026
Indexed holds 1 funding round and 1 investor for this company. The full record is or through the API.
About
Reason is a goals-first investing assistant for individual investors. Users can bring investment accounts into one place, define distinct goals, and assign investments to those goals instead of tracking them only at the portfolio level. The product also lets users model and monitor progress toward short- and long-term objectives, from near-term purchases to retirement, so they can make more intentional investment decisions.
Summary
Its most recent funding was a Private Equity round in Mar 2017. Investors include Verdane.
Funding & Exit History
Jan 2026
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Funding: Private Equity. Amounts, valuations, and investors where available.
Investors
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