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Funded Financial Services Startups in Salt Lake City

Among the 10 most recent financial-services funding rounds shown for Salt Lake City, Utah, Platform Accounting Group’s $85M (Series Unknown) on 2024-02-06…

Among the 10 most recent financial-services funding rounds shown for Salt Lake City, Utah, Platform Accounting Group’s $85M (Series Unknown) on 2024-02-06 is a clear outlier: it is the only disclosed round above $50M, while the next-largest disclosed amounts are far lower ($10M for Everee on 2020-04-16 and $7M for Chargeback on 2020-06-08). The disclosed amounts also cluster at smaller sizes, with multiple entries in the $3M range (CoinZoom $3M on 2022-05-18 and Aumni $3M on 2020-10-15).

The date window spans from 2024-02-06 back to 2020-04-16, with most rows landing in 2022 (5 of 10 entries: Leafplanner 2023-03-14, Levo Financial 2022-06-23, Suralink 2022-06-01, CoinZoom 2022-05-18, and Soon 2022-02-23). Stage labeling is also uneven: 5 of 10 rows are explicitly “Pre-Seed” or “Series Unknown” (including Series Unknown for Platform Accounting Group and Leafplanner), and 1 of 10 is “undisclosed” (Suralink on 2022-06-01).

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Frequently asked

What’s the largest disclosed round here, and how much larger is it than the rest of the disclosed amounts?

Platform Accounting Group’s $85M on 2024-02-06 is the only disclosed round above $50M; the next-largest disclosed figures are $10M (Everee, 2020-04-16) and $7M (Chargeback, 2020-06-08). That gap makes the $85M round stand out against the otherwise mid-single-digit and sub-$5M disclosures.

Do rounds in this Salt Lake City financial-services list cluster into a specific time window?

Yes. Five of the 10 rows have 2022 round dates (Soon 2022-02-23 at $500K; CoinZoom 2022-05-18 at $3M; Suralink 2022-06-01 undisclosed; Levo Financial 2022-06-23 at $800K; plus the 2022 cohort is concentrated within roughly a four-month span). The remaining entries extend the series back to 2020-04-16 (Everee) and forward to 2024-02-06 (Platform Accounting Group).

Which stage labels are most common, and do any labels appear to dominate the funding profile?

Stage mix is split between early labels and unclassified/unknown: 4 of 10 rows explicitly show “Pre-Seed” (Levo Financial 2022-06-23 at $800K; Soon 2022-02-23 at $500K; Levo Financial 2021-01-06 at $400K; and 1 additional Pre-Seed is not present beyond these), while 2 of 10 rows are “Series Unknown” (Platform Accounting Group 2024-02-06 at $85M; Leafplanner 2023-03-14 at $1M). One row is “undisclosed” (Suralink on 2022-06-01).

Are there notable outliers besides the largest round, such as unexpectedly high or low disclosed amounts?

Beyond the $85M outlier, the lower end is anchored by Levo Financial’s $400K pre-seed on 2021-01-06, which is the smallest disclosed amount in the list. Several other disclosed rounds cluster around $500K to $3M (Soon $500K on 2022-02-23; CoinZoom $3M on 2022-05-18; Aumni $3M on 2020-10-15), suggesting a narrower band outside the top end.

How much of the list is driven by undisclosed or missing stage/amount information?

Disclosed amounts appear in 9 of 10 rows, with 1 row marked “undisclosed” (Suralink on 2022-06-01). Stage labels are also incomplete: 2 rows have blank stage text (Aumni on 2020-10-15 and Chargeback on 2020-06-08), in addition to the “Series Unknown” labels for Platform Accounting Group (2024-02-06) and Leafplanner (2023-03-14).

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