About Carefull
Carefull is a Technology company based in New York (United States) founded in 2019 by Todd Rovak. Expenses and credit card transactions are monitored for individuals online. Carefull has raised $19.7 million across 3 funding rounds from investors including Canadian Imperial Bank of Commerce, Bessemer Venture Partners and Springbank. The company has 18 employees. Its chief executive, as recorded, is Todd Rovak. Its website getcarefull.com draws about 13 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Wealth Data Aggregation. Its legal entity is CAREFULL CORPORATION. Its competitors include Personal Capital, Finary and ByAllAccounts; 3 of its 3 listed competitors have raised funding.
Company details
Carefull was founded in 2019 in New York, United States, with Todd Rovak as co-founder and CEO. An online platform is operated in the personal finance sector to track accounts and credit card transactions for individuals. Potential issues are identified through monitoring, and support is offered for communication and resolution. Services are delivered digitally to users across the United States.
- Headquarters New York, United States
- Employees 18
- Founders Todd Rovak
- SectorsTechnology
- Website getcarefull.com
- Social X Facebook
- Legal Name Carefull Corporation
- Total Equity Funding$19.7M (USD)
in 3 rounds
- InvestorsCanadian Imperial Bank of Commerce
& 16 more
- Employee Count18
Funding Insights of Carefull
Carefull has successfully raised a total of $19.7M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $19.7M
- Total Rounds 3
- First Round $3.2M
(Feb 2021)
- Investors Count 17
All 3 funding rounds of Carefull with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2025 | Debt – Conventional | – | – | ||
| Oct 2023 | $16.5M | Series A | – | Fin Capital | |
| Feb 2021 | $3.2M | Seed | – | Bessemer Venture Partners, NextView Ventures |
17 investors in total: 10 institutional and 7 angel.
Investors in Carefull
Carefull has secured backing from 17 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Canadian Imperial Bank of Commerce, Bessemer Venture Partners and Springbank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm focused on fintech and B2B SaaS companies | fin.capital | San Francisco, United States | ||
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | bvp.com | Redwood City, United States | |
Investments are made by TTV Capital in early-stage fintech companies. | ttvcapital.com | Atlanta, United States | ||
Investment in retail and financial services technologies. | commerce.vc | |||
US focused growth stage VC firm | montageventures.com | Menlo Park, United States | ||
Seed-stage tech startups are invested in by NextView Ventures. | nextview.vc | Boston, United States | ||
Pre-seed and seed-stage investments are targeted by K50 Ventures. | k50ventures.com | New York, United States | ||
Early-stage VC firm investing in building the infrastructure | 2019 | springbank.vc | New York, United States | |
Ecosystem for banks to collaborate on fintech partnerships and strategic investments. | 2015 | alloylabs.com | United States | |
Commercial banking services are provided to individuals and businesses. | 1867 | cibc.com | Toronto, Canada |
Investor details for Carefull
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People of Carefull
15 people are tracked at Carefull (8 in leadership, 7 in team); the tracked headcount is 18.
| Name | Role | Group |
|---|---|---|
Todd Rovak | Co-Founder & CEO | Leadership |
Lori Karns | Head Of Finance | Leadership |
Todd Wascom | Vice President Of Sales | Leadership |
Max Goldman | Co-Founder and CEO | Leadership |
Ishwor Bhatta | Head Of Data | Leadership |
Tim Reynolds | Head Of Product | Leadership |
Flavio Oliveri | Vice President of Engineering | Leadership |
Becky Ross | Head Of Marketing | Leadership |
Sergio José Olijavetzky | Senior Software Developer | Team |
Jenny Leight | Business Development & Strategy | Team |
Leandro Salomon | Team Lead And Full Stack Engineer | Team |
Florencia Gonzalo | Data Science Analyst | Team |
Gaston Silva | Lead Infrastructure Engineer | Team |
Sebastian Sanio Juarez | Software Engineering Manager | Team |
Axel Mantalian | AI Product Engineer | Team |
Complete people profiles for Carefull
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Carefull
3 dated milestones of Carefull across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Carefull is founded.
- Funding First funding round of $3.2M.
- Funding Latest funding round, Debt – Conventional,.
Competitors of Carefull
Carefull has 3 listed competitors in our database, 3 of them funded. They include Personal Capital, Finary and ByAllAccounts.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| personalcapital.com | 2009 | Redwood, United States | $271.17M | 457 | Wealth data for individuals is aggregated and monitored. | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| byallaccounts.com | 1999 | Woburn, United States | $10M | 61 | Financial data is aggregated for wealth managers and advisors. |
Detailed competitors of Carefull
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Carefull
The website of Carefull (getcarefull.com) receives about 13.4K visits a month.
- Monthly visits13.4K
▼ 40.4% vs previous month
Websites whose visitors overlap most with Carefull. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
hellogov.com | hellogov.com | 100% | #136,056 | – | |
| americancentury.com | 100% | 428.3K | #105,562 | View details | |
novaestatelawyers.com | novaestatelawyers.com | 53% | #9,374,666 | – | |
thejusticecollaborative.com | thejusticecollaborative.com | 52% | #2,762,412 | – |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Carefull (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Carefull
Complete news archive for Carefull
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Frequently Asked Questions about Carefull
Carefull was founded in 2019 and raised its 1st funding round 2 years after it was founded.
Carefull is headquartered in New York, United States. It is registered at New York, New York, United States.
Todd Rovak is the CEO of Carefull, as recorded in our data. They have also founded this company.
Carefull is a funded company, having raised a total of $19.7M across 3 funding rounds to date. The company's 1st funding round was a Seed of $3.2M, raised on Feb 2021.
Carefull has 18 employees.
Carefull was founded in 2019 in New York, United States, with Todd Rovak as co-founder and CEO. An online platform is operated in the personal finance sector to track accounts and credit card transactions for individuals. Potential issues are identified through monitoring, and support is offered for communication and resolution. Services are delivered digitally to users across the United States.
Carefull's top competitors include Personal Capital, ByAllAccounts and Finary.
Carefull has 17 investors. Key investors include Canadian Imperial Bank of Commerce, Bessemer Venture Partners, Springbank, Fin Capital, and TTV Capital.
Carefull operates through Carefull Corporation.