About Cassidy
Cassidy is a company based in New York (United States) founded in 2021 by Justin Fineberg and Ian Woodfill. Cassidy has raised $13.7 million across 2 funding rounds from investors including Neo, The General Partnership and Comma Capital. Cassidy offers products and services including Knowledge Base, Assistants, Workflows, and Integrations. Cassidy operates in a competitive market with competitors including Box, Pipefy, Zapier, Formstack and Nanonets, among others.
- Headquarter New York, United States
- Founders Justin Fineberg, Ian Woodfill
- SectorsTechnology
- Website category Computers Electronics and Technology · Graphics Multimedia and Web Design
- Website cassidyai.com
- Social LinkedIn X
- Legal Name Cassidy Inc.
- Total Equity Funding$13.7M (USD)
in 2 rounds
- Latest Funding Round$10M (USD), Series A
Sep 2025
- InvestorsNeo
& 9 more
Products & Services of Cassidy
Cassidy offers a comprehensive portfolio of products and services, including Knowledge Base, Assistants, Workflows, and Integrations.
Central hub for storing and accessing company data for automations
AI helpers that use business context for tasks like drafting replies
Multi-step processes for analyzing and routing data
Connections to over 100 tools for optimized automations
Funding Insights of Cassidy
Cassidy has successfully raised a total of $13.7M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $10 million completed in September 2025. 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 $13.7M
- Total Rounds 2
- Last Round Series A — $10M
- First Round $3.7M
(Aug 2024)
- Investors Count 10
All 2 funding rounds of Cassidy 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 |
|---|---|---|---|---|---|
| Sep 2025 | $10M | Series A | – | HOF Capital | |
| Aug 2024 | $3.7M | Seed | – | The General Partnership |
10 investors in total: 7 institutional and 3 angel.
Investors in Cassidy
Cassidy has secured backing from 10 investors, including venture fund and angel investors. Prominent investors backing the company include Neo, The General Partnership and Comma Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm early-stage investments | – | thegp.com | San Francisco, United States | |
Technology startups are accelerated and incubated sector-agnostically by Neo. | 2017 | neo.com | San Francisco, United States | |
Early-stage investments are made by Comma Capital in startups. | – | comma.vc | New York City, United States | |
Spacecadet is engaged in venture capital and marketing support. | – | spacecadet.ventures | - | |
- | – | rideventures.tcc.mode | - | |
HOF Capital is engaged in venture capital investments. | – | hofcapital.com | New York, United States | |
Venture capital investing and portfolio management services for accredited investors. | – | av.vc | - | |
EG Erik Goldman | Angel investor focusing on Indian startups, tech enthusiast | – | unknown_8f3c104c6cec4cefa | - |
JD Jason Dorfman | - | – | unknown_d8627d816bd9480ea | - |
ZS Zach Sims | Co-founder & CEO of Codecademy, active angel investor in tech startups | – | unknown_148f28b6d7d34019b | - |
Investor details for Cassidy
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Cassidy
6 people are tracked at Cassidy (2 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Justin Fineberg | Co-Founder & CEO | Leadership |
Ian Woodfill | Co-Founder | Leadership |
Aaron Barkman | Founding Account Executive | Team |
John Hoehn | Business Operations Manager | Team |
Kyle Ceraolo | AI Consultant | Team |
Jake Rosenthal | Product | Team |
Complete people profiles for Cassidy
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Cassidy
3 dated milestones of Cassidy across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Cassidy is founded.
- Funding First funding round of $3.7M.
- Funding Latest funding round, Series A, of $10.0M.
Competitors of Cassidy
Cassidy 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 Box, Pipefy, Zapier, Formstack and Nanonets, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| box.com | 2005 | Redwood, United States | $692.63M | – | AI-based platform for secure collaboration and content management is utilized. | |
| pipefy.com | 2015 | San Francisco, United States | $148.74M | – | SaaS-based workflow and task management solution provider | |
| zapier.com | 2011 | San Francisco, United States | $2.68M | – | No-code automation and AI tools are provided for workflow integration. | |
| formstack.com | 2006 | Indianapolis, United States | $425M | 143 | Cloud-based workflow automation is provided for enterprise productivity. | |
| nanonets.com | 2017 | San Francisco, United States | $40.9M | 14 | AI-powered platform for document processing and workflow automation is offered. | |
| taskade.com | 2017 | New York, United States | $5M | 5 | Provider of AI agent workspace for task automation and project management | |
| newgensoft.com | 1992 | Delhi, India | $17.7M | 4,043 | Cloud-based content service platforms are provided for enterprise automation. | |
| kindo.ai | 2022 | Los Angeles, United States | $27.6M | – | AI-driven workflow automation is delivered for business operations. | |
| camunda.com | 2013 | Berlin, Germany | $126M | 124 | Open source platform for workflow and decision automation |
Detailed competitors of Cassidy
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Cassidy
The website of Cassidy (cassidyai.com) receives about 71.3K visits a month and ranks #418,341 among all websites worldwide, #4,229 in Graphics Multimedia and Web Design.
- Monthly visits71.3K
▲ 28.6% vs previous month
- Unique visitors16.6K
per month
- Global rank#418,341
among all websites
- Category rank#4,229
Computers Electronics and Technology · Graphics Multimedia and Web Design
- Bounce rate35%
- Pages per visit6.1
- Average visit3 min 13 sec
- DevicesDesktop 59% · Mobile 41%
Websites whose visitors overlap most with Cassidy. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
repper.app | repper.app | 100% | – | #713,882 | – |
| fabric.so | 100% | 253.6K | #146,656 | View details | |
mixo.io | mixo.io | 100% | – | #259,799 | – |
aitools.inc | aitools.inc | 100% | – | #272,338 | – |
| userback.io | 100% | 73.2K | #523,853 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 22 similar websites and full traffic analytics for Cassidy
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 22 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Cassidy
Complete news archive for Cassidy
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Cassidy
10 companies that operate in the same segment as Cassidy (Digital Identity & Transaction Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-powered platform manages marketing creatives and customer journeys. | 1982 | San Jose, California, United States | – | USD 23.77 B | 30,710 | |
AI-based platform for secure collaboration and content management is utilized. | 2005 | Redwood City, California, United States | USD 692.63 M | USD 1.18 B | 2,810 | |
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
SaaS platform enables digital adoption and customer self-service. | 2013 | San Jose, California, United States | USD 265.51 M | USD 52.03 M | 836 | |
Cloud based data streaming analytics and governance platform | 2014 | Mountain View, California, United States | USD 456 M | USD 963.64 M | 3,060 | |
AI-powered software for contract drafting and management is provided. | 2017 | India | USD 112.95 M | USD 2.43 M | 162 | |
SaaS-based workflow and task management solution provider | 2015 | San Francisco, California, United States | USD 148.74 M | – | – | |
Software suite solutions for retail supply chain are provided. | 1998 | Minneapolis, Minnesota, United States | USD 50.5 M | USD 751.5 M | 2,780 | |
Provider of digital signature certificates, PKI, and e-signature solutions | 2008 | Bengaluru, Karnataka, India | USD 26.23 M | USD 74.82 M | 851 | |
Cleo is recognized for providing supply chain integration solutions. | 2012 | Rockford, Illinois, United States | USD 83.5 M | USD 5.15 M | 117 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Cassidy
Cassidy was founded in 2021 and raised its 1st funding round 3 years after it was founded.
Cassidy is headquartered in New York, United States. It is registered at New York, New York, United States.
Justin Fineberg is the current CEO of Cassidy. They have also founded this company.
Cassidy is a funded company, having raised a total of $13.7M across 2 funding rounds to date. The company's 1st funding round was a Seed of $3.7M, raised on Aug 2024.
CassidyAI was founded in 2021 and is headquartered in New York, United States. An AI-driven platform is offered by the company within the automation and productivity sector. Generative AI is utilized to enhance search capabilities and deliver customized solutions adapted to each companys specific language and operational context. Partnerships are held with Neo, OpenAI, and Microsoft to support these services.
Cassidy offers Knowledge Base, Assistants, Workflows, and Integrations.
Cassidy has 10 investors. Key investors include Neo, The General Partnership, Comma Capital, Spacecadet, and Ride Ventures.
Cassidy operates through Cassidy Inc..