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.
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
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
San Francisco, CA
Santa Monica, CA
Business model
membership-based access to private investments
deal / transaction fees
fund and SPV vehicles
community and partnership monetization
Funding
Stage
Seed
Total raised
$500K
Latest round
Seed · Apr 2022
Latest amount
$500K
Apr 2022 · Y Combinator
People & investors
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)
Work & culture
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
competitive compensation
meaningful equity
high-ownership early-stage work
work on production AI systems for financial decisions
Product & market
Pricing
Annual membership tiers (Community, Premium, Reserve) plus deal fees; Premium/Reserve unlock reduced or waived fees and select no-minimum access.
Differentiators
- —AI-native agentic research and execution workflow
- —30+ specialist agents behind Goodfin Go
- —curated access to pre-IPO private-market opportunities
- —QSBS-focused venture fund / tax-optimized access
- —community-driven deal flow and networking
- —select no-minimum investments for members
- —research and reasoning positioned around CFA Level III-caliber analysis
Technology
OpenAI
Python
TypeScript
React
React Native
AWS Lambda
Webflow
Figma
MLOps
Tailwind CSS
Stripe
GitHub
GitHub Actions
JavaScript
LangGraph
Customers
accredited investors
non-accredited investors (Community tier)
high-net-worth individuals
founders
angel investors
fund managers
family offices
wealth advisors
banks
RIAs
Competitors
Arta Financial
Yieldstreet
Forge Global
EquityZen
Percent
Gridline
Destiny XYZ
private-market access via wirehouses and brokerages
Scale & contact
Estimated revenue
approximately $35M annual revenue (estimated ARR, 2024)
Estimated monthly visits
6K
Traffic estimate as of Jul 2026
Latest news
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.
Jobs and careers at goodfin
0 jobs at goodfin
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