Olivia (Financial Software) Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 81

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $80M

Olivia (Financial Software) General Information

Description

Developer of an AI-powered personal financial assistant platform built to optimize financial habits. The company's application applies artificial intelligence to learn spending patterns, predict purchases, and recommend ways to make money through its network of eCommerce partners and marketing affiliates, enabling the users to manage finances efficiently and save more effectively.

Contact Information

Website
www.olivia.ai
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 7700 Windrose Avenue
  • Suite G300
  • Plano, TX 75024
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
Nu Holdings
Vertical(s)
LOHAS & Wellness, Artificial Intelligence & Machine Learning, FinTech, Mobile
Corporate Office
  • 7700 Windrose Avenue
  • Suite G300
  • Plano, TX 75024
  • United States

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Olivia (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Merger/Acquisition 03-Jan-2022 $80M Completed Generating Revenue
4. Early Stage VC (Series A1) 15-Jan-2020 Completed Generating Revenue
3. Seed Round 06-Feb-2018 Completed Product In Beta Test
2. Accelerator/Incubator $535K Completed Startup
1. Seed Round 22-May-2016 $535K $535K Completed Startup
To view Olivia (Financial Software)’s complete valuation and funding history, request access »

Olivia (Financial Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A-1
Series A-5
Series A-4
Series A-3 587,267 $0.000010 8% $0.79 $0.79 1x $0.79 3.86%
Series A-2 858,058 $0.000010 8% $0.66 $0.66 1x $0.66 5.64%
To view Olivia (Financial Software)’s complete cap table history, request access »

Olivia (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an AI-powered personal financial assistant platform built to optimize financial habits. The company's appli
Financial Software
Plano, TX
81 As of 2021

Lehi, UT
 

Mexico City, Mexico
 
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Olivia (Financial Software) Competitors (9)

One of Olivia (Financial Software)’s 9 competitors is MX, a Venture Capital-Backed company based in Lehi, UT.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
MX Venture Capital-Backed Lehi, UT
Belvo Venture Capital-Backed Mexico City, Mexico
Chip Venture Capital-Backed London, United Kingdom
Personetics Private Equity-Backed New York, NY
Qapital Venture Capital-Backed New York, NY
You’re viewing 5 of 9 competitors. Get the full list »

Olivia (Financial Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Olivia (Financial Software) Former Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds
Banco Votorantim Empreendimentos e Participacoes Corporation Minority
Capital Factory Accelerator/Incubator Minority
Grão (São Paulo) Venture Capital Minority
Hangar8 Capital Angel Group Minority
MSW Capital Venture Capital Minority
You’re viewing 5 of 8 investors. Get the full list »

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Olivia (Financial Software) FAQs

  • When was Olivia (Financial Software) founded?

    Olivia (Financial Software) was founded in 2015.

  • Where is Olivia (Financial Software) headquartered?

    Olivia (Financial Software) is headquartered in Plano, TX.

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

    Olivia (Financial Software) has 81 total employees.

  • What industry is Olivia (Financial Software) in?

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

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

    Olivia (Financial Software) is a Private company.

  • What is the current valuation of Olivia (Financial Software)?

    The current valuation of Olivia (Financial Software) is .

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

    The current revenue for Olivia (Financial Software) is .

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

    Olivia (Financial Software) has raised $8.42M.

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

    Banco Votorantim Empreendimentos e Participacoes, Capital Factory, Grão (São Paulo), Hangar8 Capital, and MSW Capital are 5 of 8 investors who have invested in Olivia (Financial Software).

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

    MX, Belvo, Chip, Personetics, and Qapital are some of the 9 competitors of Olivia (Financial Software).

  • When was Olivia (Financial Software) acquired?

    Olivia (Financial Software) was acquired on 03-Jan-2022.

  • Who acquired Olivia (Financial Software)?

    Olivia (Financial Software) was acquired by Nu Holdings.

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