Paperwork provides a proprietary financial wellness platform that automatically organizes and analyzes financial accounts and important documents (wills, insurance policies and other uploaded financial information). The mobile app generates personalized insights and suggestions to help users make smarter money choices, plan for the future, and protect their families’ financial wellbeing. Led by founder and CEO Kevin Cimring, the company focuses on comprehensive financial organization and tailored financial guidance. Paperwork raised $2.5M in seed funding to support its growth. The company plans to use the funds to scale continued development of its platform and to grow distribution and partnerships with financial-service providers.

Total raised

$3M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2022