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Modern Treasury Stock and Valuation

Software
Year Founded
2018
Headquarters
San Francisco, CA
Employees
175

Modern Treasury Valuation Estimate

Based on UpMarket valuation model
$2.14 billion

Modern Treasury Valuation as of Last Funding Round

As of 03/04/22, according to PitchBook Data, Inc.
$2.24 billion

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Modern Treasury Company Overview

Modern Treasury is a leading provider of money movement APIs and a unified payments platform for the new era of payments. Their suite of APIs allows finance and product teams to move money faster and more transparently, offering payment methods such as ACH, RTP, wires, and more. With Modern Treasury, businesses can automate payment workflows, improve reconciliation processes, ensure compliance, and enhance control and risk management. The platform also provides real-time financial data and is a central source of truth for payment operations. Modern Treasury's solutions are utilized by fintechs, marketplaces, financial services companies, and Fortune 2000 organizations

Modern Treasury Valuation History

FAQ

Does Modern Treasury have stock?

Yes, Modern Treasury and almost all privately held companies issue stock so founders, employees, and investors can participate in equity ownership. However, because Modern Treasury is privately held, it is more challenging to acquire shares than if the company was publicly traded. 

Is Modern Treasury publicly traded?

No, Modern Treasury is a privately held company. It is not publicly traded or offered directly on any stock exchange like the NYSE, Nasdaq, etc. 

Who owns Modern Treasury stock?

As a privately held company, Modern Treasury shares are held by its founders, management, employees, venture capital funds, or other private individuals and institutional investors. 

Disclosure rules differ for private and public companies, so it may not always be possible to know the complete ownership (cap table) of a private company like Modern Treasury.

What is the stock symbol for Modern Treasury?

Modern Treasury is a privately held company. Therefore, it does not have a stock symbol or “ticker” that trades on public exchanges like the NYSE, Nasdaq, etc. 

Can I buy Modern Treasury stock on UpMarket?

If you would like to buy shares in Modern Treasury, please provide your information in the form at the top of this page and click the button titled “I want to buy this stock.”

One of our investor relations team members will contact you to discuss Modern Treasury stock availability. Note: inquiries are non-binding, subject to market availability, and shares may only be purchased by accredited investors that meet all eligibility criteria.

UpMarket has offered many similar companies as Pre-IPO investments, including Airbnb, SpaceX, ByteDance, Plaid, Kraken, Databricks, and others. UpMarket also often has funds available that invest in a portfolio of companies potentially including, Modern Treasury as well.

What is Modern Treasury stock price?

The stock price of Modern Treasury can be calculated by taking the valuation of the company divided by the number of shares outstanding. Because a private company can issue new shares at any time, we do not know the current number of shares outstanding.

For illustrative purposes, however, assuming Modern Treasury has issued 250 million shares, at the estimated UpMarket valuation of $2.14 billion, each share of Modern Treasury stock would be worth $8.57.

How do Modern Treasury pre-IPO trades work?

Pre-IPO trades for Modern Treasury will typically involve accredited investors purchasing shares from current shareholders through specialized investment platforms like UpMarket. Trades generally occur on the secondary market, meaning Modern Treasury doesn't issue new shares or receive capital–shares are privately exchanged between two parties.

While investors aim to profit from a potential IPO or acquisition, these investments carry high risks due to limited liquidity and information. Understanding all terms and conditions is crucial, as each transaction can have unique characteristics. Investing in private companies can be extremely risky and may result in significant capital loss.

When is Modern Treasury going to go public?

The decision to go public through an Initial Public Offering (IPO) is complex and depends on various factors, including the company's financial performance, market conditions, and strategic goals.

Unless Modern Treasury officially announces its intention to go public, any predictions about when or if it will do so would be speculative.

Investors interested in Modern Treasury should monitor official company communications and reliable financial news sources for any updates regarding potential IPO plans.

How do I exit my investment if I invest in Modern Treasury with UpMarket?

Exiting your investment in Modern Treasury typically involves one of these scenarios:  1) selling your shares on a secondary market to other interested investors; 2) holding shares until a liquidity event occurs, such as the company going public (IPO) or being acquired.

Investors must know that the timing and availability of these exit options are inherently unpredictable, and there is no guarantee of when or if they will occur.

How can I sell Modern Treasury shares?

If you own Modern Treasury shares, you may be able to find a buyer on a pre-IPO marketplace or via an introduction by a registered broker-dealer like UpMarket.  It is important to note that the class of shares you own may impact your ability to sell. For example, shares issued to startup employees often have transaction limitations, including lock-up periods and a right of first refusal by the company, which may prevent you from selling your shares freely.

How does UpMarket estimate the valuation of Modern Treasury?

UpMarket’s valuation estimate for Modern Treasury is algorithmically generated based on recent primary round financings by Modern Treasury, market conditions, company popularity, sector performance, and public market comps.

It is important to note that UpMarket’s valuation estimate for Modern Treasury could be outdated, may not reflect all recent news or market events, and is not intended to inform any investment decision-making. UpMarket’s valuation estimate is not meant to be a warranty or projection of potential financial returns or company performance. Valuations can change rapidly and unexpectedly.

Why choose UpMarket? 

UpMarket was founded in 2019 and has helped hundreds of investors access alternative investments. UpMarket is a licensed broker-dealer based in the United States. UpMarket customers have invested over $150 million in pre-IPO companies, hedge funds, private equity, real estate, and other alternatives.

If you are an accredited investor, you can create a free account to access our deal flow and opportunities. There is never any pressure to invest.

UpMarket clients have invested in companies like Modern Treasury, SpaceX, Neuralink, Anthropic, and many others. UpMarket and its leadership have been mentioned in media outlets like Forbes, WealthManagement, Wealth and Finance News, and TechBullion.

Modern Treasury Management

Name Position
Dimitri Dadiomov CEO
Rachel Pike Ph.D COO
Sam Aarons CTO

Modern Treasury Investors

Y Combinator

Salesforce Ventures

Spark Capital

Quiet Capital

Altimeter Capital Management

Liquid 2 Ventures

WndrCo

Benchmark

Modern Treasury Related Companies

About UpMarket

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