About Modern Treasury
Modern Treasury is a Financial Services company based in San Francisco (United States) founded in 2018 by Matt Marcus, Matthew Marcus, Dimitri Dadiomov, and Sam Aarons. It operates as a payment processing and treasury management solutions are offered to businesses. It operates in the Financial Services and Technology sectors. Modern Treasury has raised $183.15 million across 5 funding rounds from investors including SVB, WndrCo and Salesforce Ventures. The company has 122 employees. Modern Treasury has completed 1 acquisition, including Beam. Modern Treasury was last valued at $2 billion in December 2025. Its chief executive is Matthew Marcus. Its website moderntreasury.com draws about 113 thousand monthly visits. Modern Treasury offers products and services including Payments Platform and Ledgers. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Record to Report. Its legal entity is MODERN TREASURY CORP. Its competitors include Stripe, PayPal, Flutterwave, Square and Wright Express and 3 more; 6 of its 8 listed competitors have raised funding.
Company details
Modern Treasury was founded in 2018 in San Francisco, United States, within the fintech sector. A cloud-based platform is provided for businesses to handle online payments, including acceptance and disbursement. Real-time notifications are delivered through webhooks for events such as ACH returns or failures. Bank integrations, payment reconciliation, and financial data management are also supported to streamline operations.
Products & Services of Modern Treasury
Modern Treasury offers a comprehensive portfolio of products and services, including Payments Platform and Ledgers.
Automates money movement across ACH, wires, and RTP for efficient operations.
Provides real-time visibility and verification of financial transactions for accuracy.
Apps and channels of Modern Treasury
its YouTube channel Modern Treasury has 629 subscribers and 30 videos.
Videos from Modern Treasury
The most watched videos on Modern Treasury's YouTube channel, Modern Treasury (629 subscribers). Click a video to play it here.
More on Modern Treasury.
Funding Insights of Modern Treasury
Modern Treasury has successfully raised a total of $183.15M across 5 strategic funding rounds. The most recent funding activity was a Series C round of $50 million completed in March 2022. 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 $183.15M
- Total Rounds 5
- Last Round Series C — $50M
- First Round $150,000
(Jun 2018)
- Investors Count 16
All 5 funding rounds of Modern Treasury 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 |
|---|---|---|---|---|---|
| Mar 2022 | $50M | Series C | – | SVB, Salesforce Ventures | – |
| Oct 2021 | $85M | Series C | $2B | Altimeter Capital | |
| Jan 2021 | $38M | Series B | – | Altimeter Capital | |
| Dec 2019 | $10M | Series A | – | Benchmark | – |
| Jun 2018 | $150,000 | Seed | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Oct 2021 | $2B | •••••••• |
Last known valuation $2B (Dec 2025). 16 investors in total: 16 institutional.
Investors in Modern Treasury
Modern Treasury has secured backing from 16 investors, including institutional and venture fund investors. Prominent investors backing the company include SVB, WndrCo and Salesforce Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage tech startups are funded by corporate-backed Salesforce Ventures. | – | salesforceventures.com | San Francisco, United States | |
Long/short equity hedge fund and VC fim | – | altimeter.com | Boston, United States | |
Investments are managed by Quiet Capital in New York. | – | quiet.com | New York, United States | |
Venture capital investments are offered to promising startups. | – | benchmark.com | San Francisco, United States | |
Early-stage startups are accelerated via funding and educational programs. | – | ycombinator.com | Mountain View, United States | |
Venture capital firm focused on AI and SaaS companies | – | artisanalv.com | - | |
Investments in women-led US companies are made by Rivet Ventures. | – | rivetventures.com | San Francisco, United States | |
Venture capital investment firm | – | nvc.vc | Burlingame, United States | |
Venture capital firm focused on seed stage startups | – | cleocap.com | San Francisco, United States | |
Venture capital fund focused on seed-stage investment in multiple sectors | – | liquid2.vc | San Francisco, United States |
Investor details for Modern Treasury
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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People of Modern Treasury
25 people are tracked at Modern Treasury (11 in leadership, 14 in team); the tracked headcount is 122.
| Name | Role | Group |
|---|---|---|
Matt Marcus | Co-Founder & CPO | Leadership |
Matthew Marcus | Co-Founder & CEO | Leadership |
Dimitri Dadiomov | Co-Founder | Leadership |
Sam Aarons | Co-Founder & CTO | Leadership |
Julie Mullins | Head of Marketing and Communications | Leadership |
Keith Masuda | VP of Finance | Leadership |
Heather Brouwer | Vp, People | Leadership |
Jimmy Forbes | Head Of Revenue Operations | Leadership |
Dmitri Dadiomov | Co-founder & President | Leadership |
Leon Tang | Head Of Fp&a | Leadership |
Danielle B. | VP Of Sales | Leadership |
Rob K. | Principal Product Manager (p6) | Team |
Blake Lawton | Account Executive | Team |
Rana Rezvan | Account Executive | Team |
Thomas R. | Account Executive | Team |
Colin Mulcahy | Sales | Team |
Grace O'Hara | Account Executive | Team |
Connor L. | Product Management | Team |
Stuart Laramore | Enterprise Accounts | Team |
Janna I. | Senior Events Marketing Manager | Team |
5 more people are available in the full profile.
Complete people profiles for Modern Treasury
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Modern Treasury
Modern Treasury has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Beam.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Beam is recognized as a next-generation payments service provider. | getbeam.cash | United States | 2022 | Oct 2025 | $40M |
Complete acquisition details for Modern Treasury
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- Exports
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Timeline of Modern Treasury
5 dated milestones of Modern Treasury across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Modern Treasury is founded.
- Funding First funding round of $150K.
- Milestone Reaches Unicorn status.
- Funding Latest funding round, Series C, of $50.0M.
- Acquisition Acquires Beam.
Competitors of Modern Treasury
Modern Treasury has 8 listed competitors in our database, 6 of them funded. They include Stripe, PayPal, Flutterwave, Square and Wright Express, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stripe.com | 2009 | San Francisco, United States | $9.81B | 5,904 | Payment processing and card issuance solutions are provided for businesses. | |
| paypal.com | 1998 | San Jose, United States | $216M | 27,200 | Online payment solutions are offered to consumers and businesses. | |
| flutterwave.com | 2016 | San Francisco, United States | $489.41M | – | Provider of payment processing solutions for businesses | |
| squareup.com | 2009 | San Francisco, United States | $519.75M | 11,372 | POS solutions are provided for retail businesses. | |
| wexinc.com | 1983 | Portland, United States | – | 6,123 | Employee benefit administration and payment solutions are provided for enterprises. | |
| payu.com | 2002 | Amsterdam, Netherlands | $35.15M | 1,200 | Online payment processing and credit solutions are provided for businesses. | |
| nuvei.com | 2003 | Montreal, Canada | $321.71M | – | Payment processing solutions are delivered to merchants and businesses. | |
| jackhenry.com | 1976 | Monett, United States | – | 7,120 | Banking and payments solutions are provided through a dedicated platform. |
Detailed competitors of Modern Treasury
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Verified entity values are shown only after access is granted.
Web traffic of Modern Treasury
The website of Modern Treasury (moderntreasury.com) receives about 112.7K visits a month.
- Monthly visits112.7K
▲ 9.7% vs previous month
Websites whose visitors overlap most with Modern Treasury. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| notion.so | 100% | 178.3M | #160 | View details | |
| linear.app | 98% | 5.8M | #10,920 | View details | |
| tesorio.com | 97% | 21.1K | #1,005,666 | View details | |
| nexway.com | 97% | 164K | #274,818 | View details | |
| recurly.com | 95% | 1.3M | #40,308 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 32 similar websites and full traffic analytics for Modern Treasury
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- 32 similar websites
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Top companies in Banking & FinTech Platforms
10 companies that operate in the same segment as Modern Treasury (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 | USD 2.71 M | 1,807 | |
Tide is recognized as a digital banking platform for businesses. | 2015 | London, England, United Kingdom | USD 180.56 M | – | 3,462 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Banking solutions are provided for retail customers and businesses. | 2015 | London, England, United Kingdom | USD 1.73 B | USD 5.95 B | 20,299 | |
Internet first bank for individuals and businesses | 2015 | London, England, United Kingdom | USD 2.37 B | USD 2.31 M | 3,786 | |
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 1.01 B | USD 813.42 M | 2,835 | |
Payment and banking solutions are provided to users and banks. | 2015 | San Ramon, California, United States | USD 390 M | USD 532.2 K | 2,149 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.2 B | – | 5,356 | |
Digital banking services are provided for individuals and businesses. | 2014 | Blyth, England, United Kingdom | USD 852.48 M | – | 556 |
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Related news about Modern Treasury
Complete news archive for Modern Treasury
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Frequently Asked Questions about Modern Treasury
Modern Treasury was founded in 2018.
Modern Treasury is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Matthew Marcus is the current CEO of Modern Treasury. They have also founded this company.
Modern Treasury is a funded company, having raised a total of $183.15M across 5 funding rounds to date. The company's 1st funding round was a Seed of $150K, raised on Jun 2018.
Modern Treasury has 122 employees.
Modern Treasury was founded in 2018 in San Francisco, United States, within the fintech sector. A cloud-based platform is provided for businesses to handle online payments, including acceptance and disbursement. Real-time notifications are delivered through webhooks for events such as ACH returns or failures. Bank integrations, payment reconciliation, and financial data management are also supported to streamline operations.
Modern Treasury's top competitors include Stripe, PayU and Flutterwave.
Modern Treasury offers Payments Platform and Ledgers.
Modern Treasury has made 1 acquisition, including Beam.
Modern Treasury has 16 investors. Key investors include SVB, WndrCo, Salesforce Ventures, Altimeter Capital, and Quiet Capital.
The valuation of Modern Treasury is $2B as of Dec 2025.
Modern Treasury operates through Modern Treasury Corp..