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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.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Brim Financial Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Brim Financial Funding Rounds

Historical fundraising activity

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

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 21, 2026

    Recognized as a Deloitte Fast 50 and Fast 500 winner.

  • Apr 21, 2026

    Recognized as a CB Insights Fintech 100 company.

Brim Financial Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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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

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.