Finicity

Salt Lake City, United States Founded: 1999 • Age: 27 yrs Acquired By Mastercard
Open banking aggregation APIs are offered for financial services.
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About Finicity

Finicity is a company based in Salt Lake City (United States) founded in 1999 by Steven Smith was acquired by Mastercard in June 2020.. Finicity has raised $71.06 million across 3 funding rounds from investors including Experian, Mastercard and Bridge Bank. The company has 554 employees as of April 01, 2024. Finicity has completed 1 acquisition, including Aurora Financial Services. Finicity offers products and services including Lend, Assets, Pay, and Manage. Finicity operates in a competitive market with competitors including MX, Plaid, Rutter, Belvo and Spade, among others.

  • Headquarter Salt Lake City, United States
  • Employees 554 as on 01 Apr, 2024
  • Founders Steven Smith
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Finicity Technologies Private Limited
  • Date of Incorporation 17 Jun, 2005
  • Jurisdiction Thane, Maharashtra, India
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
    $25.18 M (USD)
    111.54
    as on Mar 31, 2023
  • Net Profit
    $2.68 M (USD)
    121.47
    as on Mar 31, 2023
  • EBITDA
    $4.92 M (USD)
    120.63
    as on Mar 31, 2023
  • Total Equity Funding
    $71.06 M (USD)

    in 3 rounds

  • Latest Funding Round
    $29 M (USD), Series B

    Jul 23, 2018

  • Investors
    Experian

    & 2 more

  • Employee Count
    554

    as on Apr 01, 2024

  • Investments & Acquisitions
  • Acquired by
    Mastercard

    (Jun 23, 2020)

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Products & Services of Finicity

Finicity offers a comprehensive portfolio of products and services, including Lend, Assets, Pay, and Manage. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides FCRA-compliant data for lending decisions and verification.

Offers cleaned and aggregated account data for financial analysis.

Enables account data for payments and fraud prevention services.

Handles categorized transaction data for business insights.

People of Finicity
Headcount 200-500
Employee Profiles 68
Employee Profiles
People
Steve Smith
CEO & Co-founder
People
Ryan Beaudry
Svp, Open Banking Fintech Product
People
Andrew Mollinet
Operations Specialist
People
Dan Tracy
Customer Success Manager

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Funding Insights of Finicity

Finicity has successfully raised a total of $71.06M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $29 million completed in July 2018. 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 Series B — $29.0M
  • First Round

    (21 Apr 2014)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2018 Amount Series B - Finicity Valuation

investors

Oct, 2016 Amount Series B - Finicity Valuation Experian
Apr, 2014 Amount Unspecified - Finicity Valuation

investors

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 Finicity

Finicity has secured backing from 3 investors, including institutional investors. Prominent investors backing the company include Experian, Mastercard and Bridge Bank. 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
Institutional
Investor Description Founded Year Domain Location
Experian is recognized as a leader in credit reporting and financial services.
Founded Year Domain Location
Commercial bank
Founded Year Domain Location
Global payments are processed via card network connections.
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 Finicity

Finicity has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Aurora Financial Services. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Prepaid debit programs are managed and processed for corporations.
2009
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Finicity

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

Finicity Comparisons

Employees
+
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Competitors of Finicity

Finicity 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 MX, Plaid, Rutter, Belvo and Spade, 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
Data-driven analytics and open banking APIs are provided to businesses.
domain founded_year HQ Location
Open banking aggregation APIs are provided for individuals and businesses.
domain founded_year HQ Location
Finance and accounting management is facilitated via an API platform.
domain founded_year HQ Location
Open banking API solutions are developed for financial data aggregation.
domain founded_year HQ Location
Data APIs for merchants, categories, and locations are provided online.
domain founded_year HQ Location
Open banking APIs for transactional data aggregation
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 Finicity

Frequently Asked Questions about Finicity

When was Finicity founded?

Finicity was founded in 1999 and raised its 1st funding round 15 years after it was founded.

Where is Finicity located?

Finicity is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.

Who is the current CEO of Finicity?

Steven Smith is the current CEO of Finicity. They have also founded this company.

Is Finicity a funded company?

Finicity is a funded company, having raised a total of $71.06M across 3 funding rounds to date. The company's 1st funding round was a Unspecified of $62.5K, raised on Apr 21, 2014.

How many employees does Finicity have?

As of Apr 01, 2024, the latest employee count at Finicity is 554.

What is the annual revenue of Finicity?

Annual revenue of Finicity is $25.18M as on Mar 31, 2023.

What does Finicity do?

Finicity was founded in 1999 and is headquartered in Salt Lake City, United States. Open banking aggregation API solutions are provided to the financial services industry. Transaction aggregation, account history aggregation, and statement aggregation are supported through these APIs. Verification services for ACH accounts, income, and assets are also available. Account creation and fraud mitigation are facilitated as part of the offerings.

Who are the top competitors of Finicity?

Finicity's top competitors include Plaid, MX and Fidel API.

What products or services does Finicity offer?

Finicity offers Lend, Assets, Pay, and Manage.

How many acquisitions has Finicity made?

Finicity has made 1 acquisition, including Aurora Financial Services.

Who are Finicity's investors?

Finicity has 3 investors. Key investors include Experian, Mastercard, and Bridge Bank.

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