Reason
AcquiredDel Mar, United States · Founded 2022
- Headquarters
- Del Mar, California
- Founded
- 2022
- Business Model
- B2C
- Last Round
- Private EquityMar 2017
- Rounds
- 1
- Acquisition Date
- Jan 2026
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
Reason is a Fintech company based in Del Mar, United States, founded in 2022. Its most recent funding was a Private Equity round in Mar 2017. Investors include Verdane.
Funding History
Jan 2026
Sign up to see all 2 rounds
Private Equity through Acquisition — per-round amounts, valuations, and who invested in each round.
Investors
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