Finicity offers a real-time financial data aggregation and insight platform used across personal financial management, wealth management, online banking, lending, expense reporting and digital payments. The company has built more than 16,000 bank integrations, with the vast majority through direct connections to formatted bank data sources. Led by co-founder and CEO Steve Smith, Finicity is developing and promoting industry standards, including next-gen OFX and TxPUSH. It provides financial management and payment initiation tools and is expanding into credit decisioning solutions. Initial credit-focused offerings will digitize asset and income verification to streamline loan origination. The company plans to use new capital to expand engineering and support teams and accelerate development of solutions built on its data aggregation platform.

Total raised

$42M

Funding rounds

2

Latest round

Series B

Latest activity

Dec 2016