About Holdings
Holdings is a company based in Salt Lake City (United States) founded in 2022. It operates as a FinTech, and Subscription Services. Holdings has raised $7 million across 2 funding rounds from investors including Album VC, Fin Capital and Hustle Fund. Holdings offers products and services including Zero-Fee Banking, Automated Accounting, and Invoicing & Quotes. Holdings operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Salt Lake City, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Holdings Financial Technologies
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$7 M (USD)
in 2 rounds
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Latest Funding Round
$3 M (USD), Seed
May 31, 2023
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Investors
Album VC
& 2 more
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Employee Count
Employee Count
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Products & Services of Holdings
Holdings offers a comprehensive portfolio of products and services, including Zero-Fee Banking, Automated Accounting, and Invoicing & Quotes. 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.
Banking services are provided with no fees attached.
Accounting processes are streamlined through automated software solutions.
Invoicing and quotes are managed via integrated platform tools.
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Funding Insights of Holdings
Holdings has successfully raised a total of $7M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $3 million completed in May 2023. 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 Funding
- Total Rounds 2
- Last Round Seed — $3.0M
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First Round
First Round
(01 Jun 2022)
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2023 | Amount | Seed - Holdings | Valuation |
investors |
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| Jun, 2022 | Amount | Seed - Holdings | Valuation | Album VC |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Holdings
Holdings has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Album VC, Fin Capital and Hustle Fund. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Investments are directed toward early-stage tech startups by Album VC.
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Founded Year | Domain | Location | |
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Venture capital firm focused on fintech and B2B SaaS companies
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Founded Year | Domain | Location | |
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Seed-stage startups are funded by this venture capital firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Holdings
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Holdings
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Holdings Comparisons
Competitors of Holdings
Holdings 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 Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Holdings
When was Holdings founded?
Holdings was founded in 2022.
Where is Holdings located?
Holdings is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.
Is Holdings a funded company?
Holdings is a funded company, having raised a total of $7M across 2 funding rounds to date. The company's 1st funding round was a Seed of $4M, raised on Jun 01, 2022.
What does Holdings do?
Comprehensive financial tools are offered by Holdings to professional services firms. Banking with zero fees, automated accounting, and invoicing solutions are integrated into a single platform. Support is extended to consulting, creative, and agency sectors with cash flow insights and high FDIC insurance coverage. Financial security and operational efficiency are prioritized through a network of over 20 banks and SOC-compliant controls.
Who are the top competitors of Holdings?
Holdings's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Holdings offer?
Holdings offers Zero-Fee Banking, Automated Accounting, and Invoicing & Quotes.
Who are Holdings's investors?
Holdings has 3 investors. Key investors include Album VC, Fin Capital, and Hustle Fund.