Trim (Financial Software) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 42

Employees

  • Latest Deal Type
  • Later Stage VC

  • Investors
  • 1

Trim (Financial Software) General Information

Description

Developer of a personal finance assistant application designed to automate ways to save money. The company's application analyzes spending patterns, negotiates cable, internet, phone and medical bills and cancels old subscriptions, enabling users to keep track of their finances and solve their financial problems.

Contact Information

Website
www.asktrim.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Venture Capital-Backed
Corporate Office
  • 601 North West Second Street
  • Evansville, IN 47708
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • 601 North West Second Street
  • Evansville, IN 47708
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Trim (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Later Stage VC 01-Jan-2025 Completed Generating Revenue
3. Merger/Acquisition 14-May-2021 Completed Generating Revenue
2. Seed Round 19-Apr-2016 $2.21M $2.21M Completed Generating Revenue
1. Accelerator/Incubator Completed Generating Revenue
To view Trim (Financial Software)’s complete valuation and funding history, request access »

Trim (Financial Software) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Seed 4
Seed 3
Seed 2 91,932 $0.000010 $0.22 $0.22 1x $0.22 0.54%
Seed 1 560,472 $0.000010 $0.11 $0.11 1x $0.11 3.32%
To view Trim (Financial Software)’s complete cap table history, request access »

Trim (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a personal finance assistant application designed to automate ways to save money. The company's application
Financial Software
Evansville, IN
42 As of 2025

La Plata, Argentina
 

Chicago, IL
 
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Trim (Financial Software) Competitors (6)

One of Trim (Financial Software)’s 6 competitors is MONi, a Venture Capital-Backed company based in La Plata, Argentina.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
MONi Venture Capital-Backed La Plata, Argentina
PayPal Braintree Formerly VC-backed Chicago, IL
Hiatus Venture Capital-Backed Charlotte, NC
Blu Synergy Corporation Dallas, TX
Quicken Private Equity-Backed Menlo Park, CA
To view Trim (Financial Software)’s complete competitors history, request access »

Trim (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Trim (Financial Software) Former Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds
AAF Management Venture Capital Minority
Angel (individual) Minority
Beta Bridge Capital Venture Capital Minority
Clocktower Ventures Venture Capital Minority
Core Innovation Capital Venture Capital Minority
You’re viewing 5 of 15 investors. Get the full list »

Trim (Financial Software) Acquisitions (1)

Trim (Financial Software)’s most recent deal was a Merger/Acquisition with Debitize. The deal was made on 08-Apr-2019.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Debitize 08-Apr-2019 Merger/Acquisition Financial Software
To view Trim (Financial Software)’s complete acquisitions history, request access »

Trim (Financial Software) FAQs

  • When was Trim (Financial Software) founded?

    Trim (Financial Software) was founded in 2015.

  • Where is Trim (Financial Software) headquartered?

    Trim (Financial Software) is headquartered in Evansville, IN.

  • What is the size of Trim (Financial Software)?

    Trim (Financial Software) has 42 total employees.

  • What industry is Trim (Financial Software) in?

    Trim (Financial Software)’s primary industry is Financial Software.

  • Is Trim (Financial Software) a private or public company?

    Trim (Financial Software) is a Private company.

  • What is Trim (Financial Software)’s current revenue?

    The current revenue for Trim (Financial Software) is .

  • How much funding has Trim (Financial Software) raised over time?

    Trim (Financial Software) has raised $2.21M.

  • Who are Trim (Financial Software)’s investors?

    AAF Management, , Beta Bridge Capital, Clocktower Ventures, and Core Innovation Capital are 5 of 15 investors who have invested in Trim (Financial Software).

  • Who are Trim (Financial Software)’s competitors?

    MONi, PayPal Braintree, Hiatus, Blu Synergy, and Quicken are some of the 6 competitors of Trim (Financial Software).

  • When was Trim (Financial Software) acquired?

    Trim (Financial Software) was acquired on 01-Jan-2025.

  • Who acquired Trim (Financial Software)?

    Trim (Financial Software) was acquired by OneMain Financial.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »