Exos Financial

New York, United States Founded: 2018 • Age: 8 yrs
Diversified investment management services are offered globally.
Annual revenue $981,411 Latest available
Total funding $3.0M 2 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About Exos Financial

Exos Financial is a company based in New York (United States) founded in 2018 by Joseph F Squeri and Brady Dougan. Exos Financial has raised $3 million across 2 funding rounds from investors including Hamilton Global Opportunities. Exos Financial operates in a competitive market with competitors including Upstart, Figure, Nav, Fundbox and SellersFi, among others.

  • Headquarter New York, United States
  • Founders Joseph F Squeri, Brady Dougan
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Jurisdiction Kanayannur, Kerala, India
Operational Areas
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $981.41 K (USD)
    13.53
    as on Mar 31, 2024
  • Net Profit
    $126.73 K (USD)
    5.53
    as on Mar 31, 2024
  • EBITDA
    $202.53 K (USD)
    10.5
    as on Mar 31, 2024
  • Total Equity Funding
    $3 M (USD)

    in 2 rounds

  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
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People of Exos Financial

Headcount 50-200
Employee Profiles 30
Employee Profiles
People
Joe (Zeyu) Miao
Staff Infrastructure Engineer
People
Deandra Silvalobo
Legal Consultant
People
Peter Early
Head Of Business Development
People
Brady Dougan
Founder and CEO

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Funding Insights of Exos Financial

Exos Financial has successfully raised a total of $3M across 2 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.

Investors in Exos Financial

Exos Financial has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Hamilton Global Opportunities.

All
Venture Fund
Investor Description Founded Year Domain Location
Late-stage investments in fintech, tech, and medtech sectors are targeted.
Locked Locked Locked
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Investor details for Exos Financial

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Exos Financial

Investments
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Investment portfolio details for Exos Financial

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  • Transaction dates
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Financial Statements - Exos Financial

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Detailed financials for Exos Financial

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  • Profit trends
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Exos Financial Comparisons

Exos Financial Primary company
Description
Diversified investment management services are offered globa...
Location
New York, United States
Founded Year
2018
Annual Revenue
$981.41 K (USD)
Net Profit
$126.73 K (USD)
EBITDA
$202.53 K (USD)
Employees
Not available
Premium access

Peer comparison for Exos Financial

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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  • Headcount comparison
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Competitors of Exos Financial

Exos Financial 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 Upstart, Figure, Nav, Fundbox and SellersFi, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Diversified loans are provided via an AI-enabled online marketplace.
Locked Locked Locked
Figure is recognized as a leading non-bank HELOC lender in the U.S.
Locked Locked Locked
Business credit monitoring and financing are provided to small owners.
Locked Locked Locked
Business loans are facilitated via an AI-driven platform.
Locked Locked Locked
Online lending platform for business financing
Locked Locked Locked
Business loans are matched via an online lending marketplace.
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Detailed competitors of Exos Financial

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Latest news on Exos Financial

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Complete news archive for Exos Financial

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Frequently Asked Questions about Exos Financial

Exos Financial was founded in 2018 and raised its 1st funding round 3 years after it was founded.

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

Brady Dougan is the current CEO of Exos Financial. They have also founded this company.

Exos Financial is a funded company, having raised a total of $3M across 2 funding rounds to date.

Annual revenue of Exos Financial is $981.41K as on Mar 31, 2024.

Exos Financial was founded in 2018 in New York, United States, as a diversified investment management firm. Operations focus on managing investments across multiple asset classes and sectors. Services include portfolio management, advisory, and risk assessment for institutional and individual clients. The firm is co-led by CEO Brady Dougan and CTO Joseph F. Squeri, with activities centered in the financial services industry.

Exos Financial's top competitors include Upstart, Figure and eCapital.

Exos Financial has 1 investor. Key investors include Hamilton Global Opportunities.

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