Trovata: Funding, Investors & Team (Oct 2026)
Trovata simplifies the process for businesses to automate cash reporting, forecasting, and analysis by connecting banks and accounting systems. Through the use of open banking and machine learning, Trovata enables companies to gain valuable insights into their cash flows and make faster, more informed decisions. Based in San Diego, CA, Trovata offers direct APIs with most major banks for quick set up for new clients. For more information, visit www.trovata.io.
Trovata has raised $29.0M across 2 funding rounds on record, the most recent a Series B of $9.0M announced in Jul 2025.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Trovata Company Profile and Key Stats
Latest funding round on record: Jul 2025.
Trovata Funding Rounds
Trovata raised $20.0M in a Series A announced in Jan 2021.
4.5 years later, a Series B of $9.0M was announced in Jul 2025.
Trovata Founders and Leadership Team
Contact details for the Trovata team: 1 of 1 has an email address on file.
Start 14-day free trial →Trovata Funding Compared to Other Financial Services Startups
Trovata's latest round of $9.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Trovata Funding FAQs
What does Trovata do?
Trovata simplifies the process for businesses to automate cash reporting, forecasting, and analysis by connecting banks and accounting systems. Through the use of open banking and machine learning, Trovata enables companies to gain valuable insights into their cash flows and make faster, more informed decisions. Based in San Diego, CA, Trovata offers direct APIs with most major banks for quick set up for new clients. For more information, visit www.trovata.io.
How much funding has Trovata raised?
Trovata has raised $29.0M across 2 rounds on record. The most recent is a Series B of $9.0M announced in Jul 2025.
When did Trovata last raise funding?
Trovata's most recent funding round on record is a Series B of $9.0M, announced in Jul 2025.
Who founded Trovata?
FundedIQ lists Brett Turner (Founder) at Trovata.
Where is Trovata headquartered?
Trovata is based in San Diego, California, United States.
How many employees does Trovata have?
Trovata is in the 51-100 employee band.
How does Trovata's funding compare to other Financial Services startups?
Trovata's latest round of $9.0M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Trovata Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Trovata is left off this page rather than filled in.
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