Carefull

New York, United States Founded: 2019 • Age: 7 yrs
Expenses and credit card transactions are monitored for individuals online.
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About Carefull

Carefull is a company based in New York (United States) founded in 2019 by Todd Rovak.. 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 as of December 31, 2024. Carefull operates in a competitive market with competitors including Perfios, Personal Capital, Micruity, Gorila and Delta, among others.

  • Headquarter New York, United States
  • Employees 18 as on 31 Dec, 2024
  • Founders Todd Rovak
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Carefull Corporation
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $19.7 M (USD)

    in 3 rounds

  • Latest Funding Round
  • Investors
  • Employee Count
    18

    as on Dec 31, 2024

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People of Carefull
Headcount 10-50
Employee Profiles 14
Employee Profiles
People
Todd Wascom
Vice President Of Sales
People
Sergio José Olijavetzky
Senior Software Developer
People
Max Goldman
Co-Founder and CEO
People
Jenny Leight
Business Development & Strategy

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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
  • Total Rounds 3
  • Last Round
  • First Round

    (17 Feb 2021)

  • Investors Count 17
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2025 Amount Debt – Conventional - Carefull Valuation

investors

Oct, 2023 Amount Series A - Carefull Valuation Fin Capital
Feb, 2021 Amount Seed - Carefull Valuation Bessemer Venture Partners , NextView Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Venture capital firm focused on fintech and B2B SaaS companies
Founded Year Domain Location
Venture capital investments and support for entrepreneurs in technology and innovation sectors.
Founded Year Domain Location
Investments are made by TTV Capital in early-stage fintech companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Carefull

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Carefull

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Carefull Comparisons

Employees
+
Add Comparison
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Competitors of Carefull

Carefull operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Perfios, Personal Capital, Micruity, Gorila and Delta, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provides financial technology solutions for data analysis and verification globally.
domain founded_year HQ Location
Wealth data for individuals is aggregated and monitored.
domain founded_year HQ Location
Pension management solutions are provided for deferred annuities and plans.
domain founded_year HQ Location
Investment consolidation technology is provided for financial professionals.
domain founded_year HQ Location
Cryptocurrency portfolios are tracked via the Delta mobile app.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Carefull

Frequently Asked Questions about Carefull

When was Carefull founded?

Carefull was founded in 2019 and raised its 1st funding round 2 years after it was founded.

Where is Carefull located?

Carefull is headquartered in New York, United States. It is registered at New York, New York, United States.

Who is the current CEO of Carefull?

Todd Rovak is the current CEO of Carefull. They have also founded this company.

Is Carefull a funded 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 17, 2021.

How many employees does Carefull have?

As of Dec 31, 2024, the latest employee count at Carefull is 18.

What does Carefull do?

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.

Who are the top competitors of Carefull?

Carefull's top competitors include Perfios, Personal Capital and Micruity.

Who are Carefull's investors?

Carefull has 17 investors. Key investors include Canadian Imperial Bank of Commerce, Bessemer Venture Partners, Springbank, Fin Capital, and TTV Capital.

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