About Exos Financial
Exos Financial is a Financial Services company based in New York (United States) founded in 2018 by Joseph F Squeri and Brady Dougan. Diversified investment management services are offered globally. Exos Financial has raised $3 million across 2 funding rounds from investors including Hamilton Global Opportunities. Its chief executive, as recorded, is Brady Dougan. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Its focus areas include FinTech, Alternative Lending, Online Lenders and Business Loans. Its competitors include Upstart, Figure and Nav; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Founders Joseph F Squeri, Brady Dougan
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website exosfinancial.com
- Social LinkedIn
- Legal Name Fdc Web Technologies Private Limited
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
- Total Equity Funding$3M (USD)
in 2 rounds
- Investors
Associated legal entities of Exos Financial
Exos Financial operates through Fdc Web Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
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.
- Total Funding $3M
- Total Rounds 2
- First Round $3M
(Jul 2021)
- Investors Count 1
All 2 funding rounds of Exos Financial 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 |
|---|---|---|---|---|---|
| Jan 2025 | Series B | – | – | ||
| Jul 2021 | $3M | Series B | – | – |
1 investors in total: 1 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Late-stage investments in fintech, tech, and medtech sectors are targeted. | hamiltongo.eu | London, United Kingdom |
Investor details for Exos Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Board of directors of Fdc Web Technologies Private Limited (Exos Financial)
Fdc Web Technologies Private Limited is the primary company behind Exos Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
People of Exos Financial
31 people are tracked at Exos Financial (25 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Joseph F Squeri | Co-Founder & CTO | Leadership |
Brady Dougan | Co-Founder & CEO | Leadership |
Jonathan Kerner | Chief Financial Officer | Leadership |
Brandon Flannery | Senior Quantitative Researcher, Director | Leadership |
Peter Early | Head Of Business Development | Leadership |
Edgar Ortiz | Vice President | Leadership |
Adel Afiouni | Partner, Head of Europe and Middle East | Leadership |
Lauren DiCerbo | Head of Investor Relations | Leadership |
Abhishake Sabharwal | Director | Leadership |
Kris Keltner | Director of Operations | Leadership |
Brendan O'Brien | Director (Commercial Finance Originator) | Leadership |
Elizabeth Holt, CPA | Director, Financial Controller | Leadership |
Michael Forstl CIMA | CCO And Head Of Distribution | Leadership |
Nathan Mardis | Vice President, Legal | Leadership |
Jesse Janssen | Director | Leadership |
Sumit Kumar | Head of Securitized Products Financial Modeling & Analytics | Leadership |
Sean Brady | Head of Strategy | Leadership |
Mitch Braunstein | Head of liquidity and capital managment | Leadership |
Gerard Watson | Director | Leadership |
Steven Kirchner | Managing Director | Leadership |
11 more people are available in the full profile.
Complete people profiles for Exos Financial
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Financials of Exos Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind Exos Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for Exos Financial
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Exos Financial
3 dated milestones of Exos Financial across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Exos Financial is founded.
- Funding First funding round of $3.0M.
- Funding Latest funding round, Series B,.
Competitors of Exos Financial
Exos Financial has 3 listed competitors in our database, 3 of them funded. They include Upstart, Figure and Nav.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| upstart.com | 2012 | Palo Alto, United States | $128.65M | 1,497 | Diversified loans are provided via an AI-enabled online marketplace. | |
| figure.com | 2018 | San Francisco, United States | $435.22M | 463 | Figure is recognized as a leading non-bank HELOC lender in the U.S. | |
| nav.com | 2012 | San Mateo, United States | $90.3M | 120 | Business credit monitoring and financing are provided to small owners. |
Detailed competitors of Exos Financial
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Web traffic of Exos Financial
The website of Exos Financial (exosfinancial.com) receives about 2.3K visits a month.
- Monthly visits2.3K
▲ 41.8% vs previous month
Top companies in Alternative Lending
3 companies that operate in the same segment as Exos Financial (Alternative Lending) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified loans are provided via an AI-enabled online marketplace. | 2012 | Palo Alto, California, United States | USD 128.65 M | USD 1.04 B | 1,190 | |
Various consumer loans and financial services are offered online. | 2011 | San Francisco, California, United States | USD 3.04 B | USD 4.77 B | 6,843 | |
Credit score checking and comparison platform for financial products | 2007 | San Francisco, California, United States | USD 869.77 M | 1,487 |
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Related news about Exos Financial
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 CEO of Exos Financial, as recorded in our data. They have also founded this company.
Exos Financial is a funded company, having raised a total of $3M across 2 funding rounds to date. The company's 1st funding round was a Series B of $3M, raised on Jul 2021.
The primary company behind Exos Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
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 has 1 investor. Key investors include Hamilton Global Opportunities.
Exos Financial operates through Fdc Web Technologies Private Limited.
The legal entities of Exos Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.