Finley (Financial Software) Overview

  • Year Founded
  • 2020

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 36

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 5

Finley (Financial Software) General Information

Description

Developer of debt management software designed to simplify capital raising and management. The company's software features the ability to automate debt capital operations, ensure credit agreement compliance, and centralize knowledge from across the organization, enabling financial companies to automate due diligence, and compliance, and streamline ongoing reporting with capital providers.

Contact Information

Website
www.finleycms.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 2261 Market Street
  • Suite 5432
  • San Francisco, CA 94114
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Business/Productivity Software
Parent Company
Concord Servicing
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • 2261 Market Street
  • Suite 5432
  • San Francisco, CA 94114
  • United States

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Finley (Financial Software) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Finley (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of debt management software designed to simplify capital raising and management. The company's software featur
Financial Software
San Francisco, CA
36 As of 2026

Morrisville, NC
 
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Finley (Financial Software) Competitors (1)

One of Finley (Financial Software)’s competitors is RegEd, a Private Equity-Backed company based in Morrisville, NC.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
RegEd Private Equity-Backed Morrisville, NC
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Finley (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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Finley (Financial Software) Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Finley (Financial Software) FAQs

  • When was Finley (Financial Software) founded?

    Finley (Financial Software) was founded in 2020.

  • Where is Finley (Financial Software) headquartered?

    Finley (Financial Software) is headquartered in San Francisco, CA.

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

    Finley (Financial Software) has 36 total employees.

  • What industry is Finley (Financial Software) in?

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

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

    Finley (Financial Software) is a Private company.

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

    The current revenue for Finley (Financial Software) is .

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

    Finley (Financial Software) has raised $22M.

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

    A-Level Capital, Bain Capital Ventures, CRV, Haystack Management Company, and are 5 of 9 investors who have invested in Finley (Financial Software).

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

    RegEd is a competitor of Finley (Financial Software).

  • When was Finley (Financial Software) acquired?

    Finley (Financial Software) was acquired on 25-Feb-2026.

  • Who acquired Finley (Financial Software)?

    Finley (Financial Software) was acquired by Concord Servicing.

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