About FinTurk
FinTurk is a company based in Leaf River (United States) founded in 2020 by Jack Hagedorn and Mitchell Bratina. FinTurk has raised $466.25 thousand across 2 funding rounds. FinTurk offers products and services including FT Allocations, FT Tasks, FT MoneyMover, FT Reviews, and FT Clients. FinTurk operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter Leaf River, United States
- Founders Jack Hagedorn, Mitchell Bratina
- SectorsTechnology
- Email••••••••
- Website finturk.io
- Social LinkedIn
- Total Equity Funding$466.25K (USD)
in 2 rounds
- Latest Funding Round$22.5K (USD), Seed
Aug 2026
Products & Services of FinTurk
FinTurk offers a comprehensive portfolio of products and services, including FT Allocations, FT Tasks, FT MoneyMover, FT Reviews, and FT Clients.
Tool for viewing and trading client portfolios efficiently.
System to create, assign, and monitor client-related tasks.
Platform for tracking incoming funds and automating trades.
Software to streamline client review processes and communications.
CRM for viewing and managing client information and history.
Funding Insights of FinTurk
FinTurk has successfully raised a total of $466.25K across 2 strategic funding rounds. The most recent funding activity was a Seed round of $22.5 thousand completed in August 2026. 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 $466,250
- Total Rounds 2
- Last Round Seed — $22,500
- First Round $443,750
(May 2024)
All 2 funding rounds of FinTurk 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 2026 | $22,500 | Seed | – | – | – |
| May 2024 | $443,750 | Seed | – | – | – |
People of FinTurk
2 people are tracked at FinTurk (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jack Hagedorn | Co-Founder & COO | Leadership |
Mitchell Bratina | Co-Founder & CEO | Leadership |
Complete people profiles for FinTurk
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 FinTurk
3 dated milestones of FinTurk across 6 years, from founding to its latest funding, stage changes and deals.
- Founded FinTurk is founded.
- Funding First funding round of $444K.
- Funding Latest funding round, Seed, of $22K.
Competitors of FinTurk
FinTurk 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 Addepar, sei, Avaloq, 360 One and Envestnet, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| centricity.co.in | 2022 | Gurugram, India | $24.05M | 458 | Digital private wealth management platform for individuals | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| sanctuarywealth.com | 2018 | Indianapolis, United States | $175M | – | Solutions are provided to wealth managers for client management. | |
| deltacapita.com | 2010 | London, United Kingdom | $90.15M | – | Provider of consulting, managed services, and technology solutions for financial services |
Detailed competitors of FinTurk
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.
Similar companies to FinTurk
10 companies that operate in the same segment as FinTurk (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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 FinTurk
FinTurk was founded in 2020 and raised its 1st funding round 4 years after it was founded.
FinTurk is headquartered in Leaf River, United States. It is registered at Leaf River, Illinois, United States.
Mitchell Bratina is the current CEO of FinTurk. They have also founded this company.
FinTurk is a funded company, having raised a total of $466.25K across 2 funding rounds to date. The company's 1st funding round was a Seed of $443.75K, raised on May 2024.
FinTurk was founded in 2020 in Leaf River, United States, within the fintech sector. Automated cash management solutions are delivered to financial advisors, enabling strategies for client portfolios. Cash balances are optimized, with investment options customized and compatibility ensured across custodians. Trade execution is streamlined to align with standard processes, while idle cash is converted to growth assets under compliance standards. Team-based pricing structures are applied.
FinTurk's top competitors include Addepar, Delta Capita and sei.
FinTurk offers FT Allocations, FT Tasks, FT MoneyMover, FT Reviews, and FT Clients.