Goodfin
Category: AI in Fintech
AI-powered private markets investing platform giving accredited investors access to pre-IPO companies, VC funds, and PE funds. Goodfin was founded in 2022. The company is led by Anna Joo Fee. Based in San Francisco, California, United States. Team size: 11-50. Total funding raised: $500K. Latest round: Seed. Key investors include Y Combinator, Goodwater Capital, Phoenix Fund, Perpetua Investment Group, Taiwan Global Angels, Phoenix Investment Club.
- Founded
- 2022
- Headquarters
- San Francisco, California, United States
- Team size
- 11-50
- Total funding
- $500K
Value proposition
Agentic AI platform (Goodfin GO) with 30+ AI agent specialists that handles research, compliance, and transactions so accredited investors can access institutional-grade private market deals with no minimums.
Products and solutions
Goodfin GO (agentic AI investing assistant with voice mode), curated Pre-IPO deal access, Early Stage Startup investments, Venture Capital Fund access, Private Equity Fund access, Goodfin QSBS Fund, Premium/Reserve membership tiers
Unique value
Only AI-agent-driven platform combining pooled-vehicle access to pre-IPO/private market deals with automated research, compliance, and transaction execution — no investment minimums required
Target customer
Accredited investors, high-net-worth individuals, family offices investing $3M+/year in private markets
Industries served
FinTech, Wealth Management, Private Markets Investing
Technology advantage
30+ specialized AI agents automating deal research, compliance and transaction workflows; proprietary AI Deep Research Analyst; voice-mode AI interaction
How they differentiate
AI-agent-first UX (vs. manual deal browsing on legacy platforms like EquityZen/Forge Global), no investment minimums, pooled-vehicle structuring, elite member community with combined net worth >$1B
Main competitors
EquityZen, Forge Global, Linqto, Caplight
Key partnerships
Y Combinator (backer), Goodwater Capital, Phoenix Fund, Perpetua Investment Group, Taiwan Global Angels, CapGains Inc. (QSBS eligibility partner), distribution partnerships with RIAs, IRA custodians, brokers/trading platforms
Major milestones
2022: Founded, joined Y Combinator W22 batch, raised $500K seed, 2026: Launched Goodfin GO agentic AI platform for private markets, 2026: Launched Goodfin QSBS Fund targeting 0% federal capital gains tax, 2026: CEO Anna Joo Fee named to Inc.'s Female Founders 500 list
Growth metrics
Reported ~$35M AUM growth (public social/media claim; not confirmed company revenue). ~11 employees (Latka/Pitchbook ~13). YC still lists team size 8 (stale). Latka $35M figure is an estimate with no CEO interview and incorrectly labels the company bootstrapped.
Market positioning
AI-native challenger to legacy pre-IPO/secondary marketplaces, targeting the accredited-investor segment underserved by both public markets and institutional-only private equity
Geographic focus
United States (primarily), targeting global accredited investor community
About Anna Joo Fee
Second-time fintech founder and lawyer; Harvard University alum. Previously Founder & CEO of MaxInt, Inc.
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Official website: https://www.goodfin.com