About FinLocker
FinLocker is a company based in St. Louis (United States) founded in 2015. FinLocker has raised $43.48 million across 10 funding rounds from investors including TransUnion, Radian and Missouri Technology. The company has 23 employees. FinLocker offers products and services including FinLocker App and FinVerify Services. FinLocker operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter St. Louis, United States
- Employees 23
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website finlocker.com
- Social LinkedIn X Facebook Instagram
- Legal Name Finlocker, Llc
- Total Equity Funding$43.48M (USD)
in 10 rounds
- Latest Funding Round$1M (USD), Series B
Aug 2025
- InvestorsTransUnion
& 5 more
- Employee Count23
Products & Services of FinLocker
FinLocker offers a comprehensive portfolio of products and services, including FinLocker App and FinVerify Services.
App for personalized financial journeys and mortgage readiness tools.
Service for income and asset verification in mortgage processes.
Funding Insights of FinLocker
FinLocker has successfully raised a total of $43.48M across 10 strategic funding rounds. The most recent funding activity was a Series B round of $1 million completed in August 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 $43.48M
- Total Rounds 10
- Last Round Series B — $1M
- First Round $100,000
(Apr 2015)
- Investors Count 6
All 10 funding rounds of FinLocker 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 |
|---|---|---|---|---|---|
| Aug 2025 | $1M | Series B | – | – | – |
| Apr 2024 | $17M | Series B | – | – | |
| Jan 2024 | – | Series A | – | Radian | – |
| Apr 2021 | – | Series A | – | Missouri Technology | – |
| Oct 2020 | $19.81M | Series A | – | TransUnion | – |
| Jul 2018 | $2.13M | Series A | – | – | – |
| Sep 2016 | $900,000 | Seed | – | – | – |
| Jun 2016 | $300,000 | Seed | – | Missouri Technology | – |
| Feb 2016 | $2.25M | Seed | – | Cultivation Capital | |
| Apr 2015 | $100,000 | Seed | – | SixThirty | – |
6 investors in total: 6 institutional.
Investors in FinLocker
FinLocker has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include TransUnion, Radian and Missouri Technology.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tech companies focused VC firm operating across Missouri | – | missouritechnology.com | Jefferson City, United States | |
Early-stage tech companies are funded by this venture capital firm. | – | cultivationcapital.com | St. Louis, United States | |
Venture capital firm focused on multiple sectors | – | sixthirty.co | St. Louis, United States | |
Early-stage investments in US tech and life sciences are targeted. | – | holtoncapital.com | St. Louis, United States | |
Mortgage insurance is provided by Radian to support home lending. | 1977 | radian.com | Wayne, United States | |
Provider of credit scoring data for consumers and businesses | 1968 | transunion.com | Chicago, United States |
Investor details for FinLocker
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 FinLocker
24 people are tracked at FinLocker (10 in leadership, 10 in board & advisors, 4 in team); the tracked headcount is 23.
| Name | Role | Group |
|---|---|---|
Henry Cason | CEO | Leadership |
Bryan Garcia | CTO | Leadership |
Andria Thomas | Chief Product Officer | Leadership |
Brian Vieaux | President & COO | Leadership |
Diana Mulhall | Head Of Marketing | Leadership |
Prabhakar Bhogaraju | EVP, Head of Strategy & Product Development | Leadership |
Ethan Vieaux | Vice President Of Customer Success | Leadership |
Jamie Adams | Director Of Technical Operations | Leadership |
Adrian Hernandez | Vice President Of Sales | Leadership |
Chris Hazen | Chief Revenue Officer (cro) | Leadership |
Brian O’reilly | Director | Board & advisors |
Barry Sandweiss | Co-Founder | Board & advisors |
Tim Stern | Co-Founder | Board & advisors |
Paul Mullings | Advisor | Board & advisors |
Ari Karen | Advisor | Board & advisors |
Jason Clark | Advisor | Board & advisors |
Phil Bracken | Advisor | Board & advisors |
Kevin Peranio | Advisor | Board & advisors |
Cliff Holekamp | Director | Board & advisors |
Joe Mellman | Director | Board & advisors |
4 more people are available in the full profile.
Complete people profiles for FinLocker
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 FinLocker
3 dated milestones of FinLocker across 10 years, from founding to its latest funding, stage changes and deals.
- Founded FinLocker is founded.
- Funding First funding round of $100K.
- Funding Latest funding round, Series B, of $1.0M.
Competitors of FinLocker
FinLocker 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| farther.com | 2019 | New York, United States | $118M | – | App-based financial planning and management platform for individuals | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| pontera.com | 2012 | New York, United States | $114.5M | – | Tax management solutions for businesses |
Detailed competitors of FinLocker
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 FinLocker
The website of FinLocker (finlocker.com) receives about 20.8K visits a month.
- Monthly visits20.8K
▲ 64.7% vs previous month
Websites whose visitors overlap most with FinLocker. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| housingwire.com | 100% | 445.2K | #191,195 | View details | |
| coverager.com | 64% | 99.1K | #454,509 | View details |
Latest news on Finlocker
Complete news archive for FinLocker
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 FinLocker
10 companies that operate in the same segment as FinLocker (Banking & FinTech Platforms), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | – | – | |
Tide is recognized as a digital banking platform for businesses. | 2015 | London, England, United Kingdom | USD 221.42 M | – | – | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.16 B | USD 1.96 B | 1,440 | |
Banking solutions are provided for retail customers and businesses. | 2015 | London, England, United Kingdom | USD 1.99 B | – | – | |
Internet first bank for individuals and businesses | 2015 | London, England, United Kingdom | USD 1.9 B | – | – | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | – | 237 | |
Digital banking services are offered to consumers and businesses. | 2014 | London, England, United Kingdom | USD 1.06 B | USD 813.42 M | 3,231 | |
Payment and banking solutions are provided to users and banks. | 2015 | San Ramon, California, United States | USD 390 M | USD 532.2 K | 3 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.16 B | – | 1 | |
Digital banking services are provided for individuals and businesses. | 2014 | Blyth, United Kingdom | USD 852.48 M | – | – |
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Frequently Asked Questions about FinLocker
FinLocker was founded in 2015.
FinLocker is headquartered in St. Louis, United States. It is registered at St. Louis, Missouri, United States.
Henry Cason is the current CEO of FinLocker.
FinLocker is a funded company, having raised a total of $43.48M across 10 funding rounds to date. The company's 1st funding round was a Seed of $100K, raised on Apr 2015.
FinLocker has 23 employees.
FinLocker was founded in 2015 in St. Louis, United States, as an online platform in the financial technology sector. Financial data from consumers is aggregated, analyzed, and used to recommend mortgage and transaction options. Services include credit score monitoring, cash flow analysis, budgeting tools, goal planning, and data sharing features, supporting individuals and businesses in financial planning.
FinLocker's top competitors include The Tifin Group, Ascensus and Farther.
FinLocker offers FinLocker App and FinVerify Services.
FinLocker has 6 investors. Key investors include TransUnion, Radian, Missouri Technology, Cultivation Capital, and SixThirty.
FinLocker operates through Finlocker, Llc.