Holistic AI is an AI governance platform that helps enterprises adopt and scale AI with risk management, auditing, and compliance monitoring. It was founded in 2020 and is based in San Francisco, with offices in London.[1][2][3]
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$3.5B
Series B, 2024, Perplexity
UpMarket Estimate
$3.3B
Based on UpMarket valuation model
How to Invest in Holistic AI Through UpMarket
Holistic AI shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Holistic AI offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
2024
Series B
$3.5B
Why Investors Are Watching Holistic AI
Growth Signal
Holistic AI reached $8M ARR in 2025, bootstrapped since 2020
GetLatka says Holistic AI generated $8M in revenue in 2025 and has grown consistently since its 2020 launch. The company is described as bootstrapped, with $0 raised and a disclosed valuation of $24.1M.
Market Opportunity
Holistic AI raised $35M as AI governance demand expands
Preqin reports Holistic AI raised $35M in venture funding in May 2024. The company sells a risk management and auditing platform for AI compliance, a category aligned with broader AI investment growth and higher valuation multiples.
Product Milestone
Holistic AI positions itself as an end-to-end governance platform
The company says its platform helps enterprises identify, protect, and enforce AI governance at scale. Its website also describes Holistic AI as the leading enterprise AI governance platform, signaling product positioning around workflow coverage.
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No. As of March 2026, Holistic AI is a private company and does not trade on any public stock exchange. Accredited investors can access Holistic AI shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Holistic AI does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Holistic AI shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Holistic AI shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Holistic AI is an AI governance platform helping enterprises adopt and scale AI with risk management, auditing, and compliance monitoring, and it reached $8M ARR in 2025 after bootstrapping since 2020 with a $3.3B valuation — accredited investors can access Holistic AI stock through UpMarket.