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Candidly

Financial Technology (FinTech) ~260 employees
Founded
--
Employees (Est.)
~260
13 leaders known
Total Funding
$20.5M
Funding Rounds
1
Last Funding
2023-03-07

About Candidly

Candidly is a company focused on providing student debt solutions and financial wellness benefits for employees. Their mission is to support individuals in managing student loans, building savings, and achieving financial stability through innovative tools and personalized guidance, while helping employers enhance workforce engagement and retention.

Products & Services

Student Debt Solutions:Tools and services for optimizing student loan repayment, including self-serve tools, budget-friendly extra payments, expert coaching, and employer-sponsored contributions.
Emergency Savings:Solutions to help workers build financial stability and security for unexpected expenses.
Tuition Reimbursement:Support for educational expenses through reimbursement programs.
Student Loan Retirement Match:SECURE 2.0-friendly program allowing employers to match student loan payments with retirement contributions.
Cait - Conversational AI Tool:A personalized in-platform AI tool for college planning and student debt repayment guidance.
Candidly Intelligence Center:AI-driven solutions for workplace benefits and financial wellness.

Specialties

Student Debt Repayment Solutions Financial Wellness Benefits AI-Driven Financial Guidance Employer Benefits Programs Retirement Matching for Student Loans

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Series B
T: -
FT: Series B 		A: 20500000
MR: -
FA: $20.5M
FAN: 20500000 		D: 2023-03-07
FD: 2023-03-07 		2 investors
Series B Latest
2023-03-07
$20.5M
2 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

L

Laurel Taylor

Founder & Chief Executive Officer

LinkedIn (Pro only)
A

Annie Lee

Head of People

LinkedIn (Pro only)
B

Benjamin Levine

Chief Product Officer

LinkedIn (Pro only)
B

Brianna Jones

Director of Engineering

D

David Sauro

Chief Information Security Officer

D

Deirdre Bertrand

Chief Operating Officer

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Recent News

Candidly Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (FinTech)
Company Size
~260 employees (est.)

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Technology Stack

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