PRNewswire · Jul 2026
Goodfin launched the QSBS Venture Fund, a tax-optimized private-market product for accredited investors, and positioned it as part of its agentic wealth platform.
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Goodfin is a San Francisco-based AI-native private-markets wealth platform that gives investors membership-based access to curated pre-IPO and alternative investments, powered by its Goodfin Go agent system.
Primary product
Goodfin Go — an AI-native private-market investing and research platform for pre-IPO and alternative assets
Founded
2022
Headquarters
San Francisco, CA, United States
Team size
11-50
Work style
Flexible
Industry
Financial Services
Sub-industry
Wealth technology / private-market investing
Offices
0 jobs at goodfin
Check back later for new openings
Business model
Stage
Seed
Total raised
$500K
Latest round
Seed · Apr 2022
Latest amount
$500K
Apr 2022 · Y Combinator
Leadership
Co-Founder & CEO
Head of Marketing and Public Relations
Head of Memberships & Partnerships
Investment Partner
Business Operations Lead
Founders
Co-founder & CTO (Jan 2024-May 2026)
Investors
Selective, mission-driven, AI-native, and community-oriented; emphasizes trusted relationships, personalized investing, and human-guided financial decisions.
Work style
Flexible
Compensation
Public job posts mention competitive compensation, meaningful equity, and high-impact early-stage ownership; one posting explicitly states US citizen/visa only, but company-wide sponsorship policy is not public.
Benefits
Pricing
Annual membership tiers (Community, Premium, Reserve) plus deal fees; Premium/Reserve unlock reduced or waived fees and select no-minimum access.
Differentiators
Technology
Customers
Competitors
Estimated revenue
approximately $35M annual revenue (estimated ARR, 2024)
Estimated monthly visits
6K
Traffic estimate as of Jul 2026
PRNewswire · Jul 2026
Goodfin launched the QSBS Venture Fund, a tax-optimized private-market product for accredited investors, and positioned it as part of its agentic wealth platform.
PRNewswire · Mar 2026
Inc. recognized Goodfin founder and CEO Anna Joo Fee for leadership and growth.
A-Team Insight · Mar 2026
Profile of Goodfin’s rapid growth, AI-native platform, customers, and use of private-market data sources.
WealthManagement · Feb 2026
Covered Goodfin Go’s launch, the company’s 30+ agent system, membership pricing, user growth, and competitor set.
PRNewswire · Sep 2025
Goodfin publicized its CFA Level III AI-reasoning study with NYU Stern, reinforcing its research-driven positioning.