About Graphite Financial
Graphite Financial is a Business Services company based in New York (United States) founded in 2016 by Paul Bianco, and was acquired by KiwiTech in March 2021. Tax credit, bookkeeping, finance, and accounting services are offered. Graphite Financial has completed 1 acquisition, including CPM Advisory Group. Its chief executive, as recorded, is Paul Bianco. Its website graphitefinancial.com draws about 12 thousand monthly visits. Its focus areas include Financial Services and Finance & Accounting Services.
Company details
Graphite Financial was founded in 2016 in New York, United States, as a provider in the financial services sector. Bookkeeping, finance, accounting, and tax credit services are delivered to clients. Operations are centered in the United States, with a focus on supporting businesses through these core functions. The company is led by founder and CEO Paul Bianco.
- Headquarters New York, United States
- Founders Paul Bianco
- Stage Acquired
- SectorsBusiness Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Website graphitefinancial.com
- Social LinkedIn
- Acquired by KiwiTech (Mar 2021)
Funding Insights of Graphite Financial
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Graphite 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 |
|---|---|---|---|---|---|
| May 2023 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in Graphite Financial
Graphite Financial has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include KiwiTech and Red Iron Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are provided for B2B services companies. | redirongroup.com | Menlo Park, USA | ||
KiwiTech is recognized as a technology services provider focused on innovation. | 2009 | kiwitech.com | Delhi, India |
Investor details for Graphite Financial
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 Graphite Financial
26 people are tracked at Graphite Financial (8 in leadership, 1 in board & advisors, 17 in team).
| Name | Role | Group |
|---|---|---|
Paul Bianco | Founder & CEO | Leadership |
Donny Tyra | Director, Technical Accounting | Leadership |
Melissa Parziale | Director Of People Operations | Leadership |
Chris Mossa | Chief Strategy Officer | Leadership |
Jocelyn Wilson | COO | Leadership |
Heather Fipps | Managing Director | Leadership |
Anthony A. | Tax Director | Leadership |
Sean Bies | Managing Director, Client Services | Leadership |
Didier Jupillat | Director | Board & advisors |
Elena Perez | Manager | Team |
Connor Anderson | Manager | Team |
Bonnie Forte | Manager | Team |
Nicoleta Bort | Accounting Manager | Team |
Victoria Evans | Finance Analyst | Team |
Nhi T. Tran | Senior Associate | Team |
Lirjon Fisniku | Growth Manager | Team |
Ariel Vigodner | Senior Tax Manager | Team |
Lorraine Medina | Manager | Team |
Jordan McLeod | Manager | Team |
Erika Parkins | Strategic Growth | Team |
6 more people are available in the full profile.
Complete people profiles for Graphite Financial
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
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Investments & Acquisitions by Graphite Financial
Graphite Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include CPM Advisory Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of financial advisory services | cpmadvisory.com | Summit, United States | 2012 | May 2023 | •••• |
Complete acquisition details for Graphite Financial
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Graphite Financial
4 dated milestones of Graphite Financial across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Graphite Financial is founded.
- Exit Acquired by KiwiTech.
- Funding First funding round.
- Acquisition Acquires CPM Advisory Group.
Web traffic of Graphite Financial
The website of Graphite Financial (graphitefinancial.com) receives about 11.7K visits a month and ranks #2,211,181 among all websites worldwide, #5,178 in Accounting and Auditing.
- Monthly visits11.7K
▲ 5.1% vs previous month
- Unique visitors5.2K
per month
- Global rank#2,211,181
among all websites
- Category rank#5,178
Finance · Accounting and Auditing
- Bounce rate48%
- Pages per visit1.5
- Average visit13 sec
- DevicesDesktop 58% · Mobile 42%
Websites whose visitors overlap most with Graphite Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| paro.ai | 91% | 55.7K | #813,807 | View details | |
| corvee.com | 81% | 21.1K | #1,458,384 | View details | |
| forecastr.co | 73% | 23K | #1,311,547 | View details | |
| withum.com | 70% | 77K | #540,419 | View details | |
| inboxhealth.com | 65% | 298.3K | #117,961 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Graphite Financial
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Graphite Financial (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about Graphite Financial
Graphite Financial was founded in 2016 and raised its 1st funding round 7 years after it was founded.
Graphite Financial is headquartered in New York, United States. It is registered at New York, New York, United States.
Paul Bianco is the CEO of Graphite Financial, as recorded in our data. They have also founded this company.
Graphite Financial was founded in 2016 in New York, United States, as a provider in the financial services sector. Bookkeeping, finance, accounting, and tax credit services are delivered to clients. Operations are centered in the United States, with a focus on supporting businesses through these core functions. The company is led by founder and CEO Paul Bianco.
Graphite Financial has made 1 acquisition, including CPM Advisory Group.
Graphite Financial has 2 investors. Key investors include KiwiTech, and Red Iron Group.
Yes. Graphite Financial was acquired by KiwiTech in March 2021.