Skip to main content
Caplight Logo









Brim Financial

Brim Financial

Private

Last Round

Debt

Dec 16, 2025

Est. Valuation

$80M

Total Funding Raised

$467.9M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Brim Financial is a fintech company that provides a Credit-Card-as-a-Service (CCaaS) platform and digital payment solutions for financial institutions, fintechs, and commercial enterprises.

Sector

FinTech

Verticals

Lending & Credit, Digital Payments, Platform-as-a-Service, Digital Banking

Business Model

B2B2C

Customer Profile

Subscription SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Non-AI

Keywords

credit card as a serviceCCaaSpayment infrastructureembedded financecard issuancefintech infrastructurebanking as a serviceBaaSdigital bankingpayment processingcommercial lendingwhite label credit cardAPI platformopen bankingB2B2X

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Unlock Pricing Charts

Sign up to view complete historical pricing and secondary transactions.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Brim Financial Comparables

Compare Brim Financial with similar companies based on industry and business-model similarity.

Brim Financial comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Episode Six
84%
Intuit
83%
Cardless
83%

Brim Financial Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtDec 16, 2025
Series CApr 3, 2024
Series CMar 1, 2024
Series BMar 16, 2021

Key People

Founding team and executive leadership

Abraham A. Tachjian

SVP, Office Of The CEO Chief Regulatory Affairs Officer

Executive Team

Kristy Duncan

Advisor To Chief Executive Officer

Executive Team

Rasha Katabi

CEO Founder

Founding Team

Spencer Lloyd

Project Manager, Product Initiatives Office Of The CEO

Executive Team

Brim Financial Investors

Notable investors and investment history

Brim Financial investors
InvestorRounds
Vistara CapitalSeries C
Desjardins CapitalSeries B
i80 GroupDebt
Zions BancorporationSeries C
Vistara GrowthSeries C
EPIC VenturesSeries C, Series B
Impression VenturesSeed, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 28, 2026

    Added La-Z-Boy as a customer.

  • Apr 28, 2026

    Added Roohsavar as a new customer.

Brim Financial Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation
Sign Up to view
Mock Valuation

Brim Financial Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Brim Financial's valuation, stock price, and market status.

Firmographic Details

HeadquartersToronto
Employee Range64
Year Founded2015
Last FundingDec 16, 2025

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Requires verified institutional or accredited status.