Trovata
PrivateLast Round
Series B
Extension
Jul 24, 2025
Total Funding Raised
$65.8M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Trovata is a fintech company that offers an AI-native treasury management and liquidity platform to automate cash reporting, forecasting, and analysis through open banking and ERP integrations.
Sector
FinTech
Verticals
Financial Data, Business Intelligence, Corporate Banking, Workflow Automation, API Management
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Payment Processing Fee
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trovata Comparables
Compare Trovata with similar companies based on industry and business-model similarity.
Trovata Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B Extension | Jul 24, 2025 | ||||
| Series B | Jun 6, 2022 | ||||
| Series A | Jan 19, 2021 | ||||
| Seed | Apr 21, 2020 | ||||
| Seed | May 13, 2019 |
Key People
Founding team and executive leadership
Trovata Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Wells Fargo Strategic Capital | Series B, Series A |
| PNC | Series B Extension |
| NAB Ventures | Series B |
| NAB Ventures | Series B |
| Pivot Investment Partners | Series B, Series A |
| Capital One Financial | Series B, Series A |
| Fin Venture Capital | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 19, 2026
Added Park Place Technologies, Inc. as a customer.
- Jan 10, 2026
Added Gibson Brands, Inc. as a customer.
Trovata Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Trovata's valuation, stock price, and market status.