December 04, 2025
The following article is offered for informational purposes only, and is not intended to provide, and should not be relied on, for legal or financial advice. Please consult your own legal or accounting advisors if you have questions on this topic.
We’re excited to announce that we have raised $60 million in Series B equity funding, led by Portage. As of this round, we’ve raised a total of $105 million in equity to build the financial platform designed specifically for mid-market business owners.
With this new round of funding, we are ready to continue redefining owner finance.
This investment follows a period of extraordinary performance. Over the last year, we have:
Grown Revenue 4X. Launched personal finance. Tripled our private credit offerings. Introduced a new suite of AI-powered tools.
Most middle-market business owners manage complex companies, significant personal assets, and multi-entity financial lives. Yet the tools available to them have historically been built for someone else: Either small businesses with basic needs, or large enterprises with deep operational teams.
The company’s mission is to give these owners a single, modern platform to run every dimension of their finances, including business and personal, supported by intelligent systems that anticipate their needs and simplify daily decision-making.
Zaid Rahman, Founder and CEO said of Flex. “Middle-market business owners employ 40% of Americans, but the financial system has never been designed around their complex needs.”
Flex’s new funding round brings together a coalition of global fintech investors, with Portage leading and additional participation from Titanium Ventures, Wellington, Crosslink Capital, Companyon Ventures, Spice Expedition, Florida Funders, FirstLook Partners, MS&AD Ventures, Restive and others. Read rest here.