Finch (Financial Software) Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 6

Employees

  • Latest Deal Type
  • M&A

Finch (Financial Software) General Information

Description

Developer of a wealth management platform designed to offer the first rewards card that lets customers earn and invest with cash back. The company's platform links to a user's existing bank account, allows them to earn up to 5% cash back on all their purchases, and automatically invests it in a personalized portfolio to help their money grow, enabling users to get an accessible and simple way to invest.

Contact Information

Formerly Known As
Trio
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Corporate Office
  • 32 East 31st Street
  • 4th Floor
  • New York, NY 10016
  • United States
Primary Industry
Other Financial Services
Other Industries
Financial Software
Parent Company
Vertical(s)
Corporate Office
  • 32 East 31st Street
  • 4th Floor
  • New York, NY 10016
  • United States

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Finch (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Merger/Acquisition 11-Jun-2023 Completed Generating Revenue
5. Seed Round 07-Jan-2022 Completed Generating Revenue
4. Seed Round 15-Sep-2020 Completed Product In Beta Test
3. Seed Round 19-Feb-2020 Completed Product In Beta Test
2. Accelerator/Incubator 24-Sep-2019 $120K $495K Completed Product In Beta Test
1. Seed Round 01-Jul-2019 $375K $375K Completed Product In Beta Test
To view Finch (Financial Software)’s complete valuation and funding history, request access »

Finch (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a wealth management platform designed to offer the first rewards card that lets customers earn and invest w
Other Financial Services
New York, NY
6 As of 2025

Irvine, CA
 

New York, NY
 
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Finch (Financial Software) Competitors (2)

One of Finch (Financial Software)’s 2 competitors is Acorns Grow, a Venture Capital-Backed company based in Irvine, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Acorns Grow Venture Capital-Backed Irvine, CA
Stash Formerly VC-backed New York, NY
You’re viewing 2 of 2 competitors. Get the full list »

Finch (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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Finch (Financial Software) Former Investors (5)

Investor Name Investor Type Holding Investor Since Participating Rounds
Barclays Investment Bank Minority
Frontier Venture Capital Venture Capital Minority
Mendoza Ventures Venture Capital Minority
Reddy Holdings (Hyderabad) Family Office Minority
Techstars Accelerator/Incubator Minority
To view Finch (Financial Software)’s complete investors history, request access »

Finch (Financial Software) FAQs

  • When was Finch (Financial Software) founded?

    Finch (Financial Software) was founded in 2018.

  • Where is Finch (Financial Software) headquartered?

    Finch (Financial Software) is headquartered in New York, NY.

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

    Finch (Financial Software) has 6 total employees.

  • What industry is Finch (Financial Software) in?

    Finch (Financial Software)’s primary industry is Other Financial Services.

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

    Finch (Financial Software) is a Private company.

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

    The current revenue for Finch (Financial Software) is .

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

    Finch (Financial Software) has raised $6.9M.

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

    Barclays, Frontier Venture Capital, Mendoza Ventures, Reddy Holdings (Hyderabad), and Techstars have invested in Finch (Financial Software).

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

    Acorns Grow and Stash are competitors of Finch (Financial Software).

  • When was Finch (Financial Software) acquired?

    Finch (Financial Software) was acquired on 11-Jun-2023.

  • Who acquired Finch (Financial Software)?

    Finch (Financial Software) was acquired by Finder.

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