Method Financial

Method Financial

Private
Austin, TexasFinTechhttps://www.methodfi.com

Last Round

Series B

Jan 23, 2025

Total Funding Raised

$60M

Momentum Score

100 /100

Company Overview

Method (Financial Software) is a fintech company that offers a loan management application designed to streamline debt repayment and enhance security through real-time data access and personalized financial management solutions.

Sector

FinTech

Verticals

Digital Payments, Financial Data, Lending & Credit, API Management, Compliance

Business Model

B2B2C

Customer Profile

Usage-Based SaaS, Payment Processing Fee, Freemium

AI Layer

Non-AI

Keywords

liability data APIfinancial connectivity APIpayment APIconsumer liability datacredential-less linkingdebt repaymentembedded paymentsopen finance APIbill pay automationPlaid for debtbalance transferspayment orchestrationfintech infrastructurecredit card connectivitycryptocurrency bill pay

Historical Pricing

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Caplight Momentum Score

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Method 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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Method Financial Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series BJan 23, 2025
Series AJan 26, 2023
Pre SeedFeb 2, 2022

Key People

Founding team and executive leadership

Marco del Carmen

Co-Founder CTO

Founding Team

Mit Shah

Co-founder COO

Founding Team

Jose Bethancourt

Co-Founder CEO

Founding Team

Method Financial Investors

Notable investors and investment history

InvestorRounds
Andreessen HorowitzSeries B, Series A
SV AngelSeries A
Ardent Venture PartnersSeries A, Series B, Pre Seed
AvraSeries B
Truist VenturesSeries A, Series B
Samsung Next TLVSeries B
Abstract VenturesSeries A

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 31, 2026

    One in three US credit cards are part of the company's ecosystem.

  • Mar 31, 2026

    References SoFi, Bilt, Cleo, Sezzle, Figure, and Aven as clients.

Method Financial Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Method Financial Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersAustin, Texas
Employee Range84
Year Founded2021
Last FundingJan 23, 2025

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