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FinGoal
Techstars '20Lafayette, US · Founded 2019 · Delaware corporation · 12 employees on LinkedIn · 5 known investors
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FinGoal analyzes transaction data to create persona tags for users, which can be integrated into CRM and marketing automation tools to deliver personalized offers. The platform works with financial institutions, fintechs, and data aggregators.
Also known as FinGoal, Inc.
Founders & leadership
FinGoal was founded in 2019 by David Nohe.
Investors · 5
How we know: press coverage · research · naplestechnologyventures.com · Not right? Tell us
How we know: Naples Technology Ventures's portfolio page · funding news · press coverage · research · naplestechnologyventures.com · Not right? Tell us
How we know: Sidecut Ventures's portfolio page · Not right? Tell us
How we know: the Techstars portfolio · funding news · open dataset · Top 3000 Accelerator Startups (no YC) 2026-08 · Not right? Tell us
Also in the syndicate · 1
Reported raises · per SEC filings
Form D private placements▶Undisclosed amountofferedFeb 2023 · ComputersRule 506(b)
- Nilsa MahonDirector
- Adam BeckExecutive Officer
- David NoheExecutive Officer, Director
- Carolyn NoheExecutive Officer, Director
- John RyanExecutive Officer
- Minimum investment
- $5K
- Proceeds to insiders
- $350K
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
▶Undisclosed amountofferedSep 2021 · ComputersRule 506(b)
- David NoheExecutive Officer
- Adam BeckExecutive Officer
- John RyanExecutive Officer
- Minimum investment
- $5K
- Proceeds to insiders
- $150K
- Incorporated
- Corporation, Delaware, 2019
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Sep 2026FinGoal operates an insight platform that sits on top of consumer and small-business financial data. It analyzes and enriches transaction data — where users earn and spend money — to derive persona tags and determine what banking products or services an account holder is likely to need next, as well as how best to market to that person. The resulting tags can be pushed into a customer's existing CRM or marketing automation tooling so that personalized offers can be delivered through email, text/push notifications and digital banking channels with limited engineering work.
The product set spans data aggregation and account verification, transaction enrichment and personalized offers. A Campaign Assistant feature helps users identify or further segment data-driven audiences and upload versioned campaign drafts into a marketing system for editing and approval. FinGoal states its models are private AI models that identify the next best action for account holders. The company positions itself as able to work with financial institutions, fintechs and data aggregators to source cleaned and enriched data, and publishes an enrichment demo alongside security, compliance and privacy documentation.
Business model
FinGoal sells its insight and enrichment platform to financial institutions and fintechs, which integrate persona tags and offers into their own CRM, marketing automation and digital banking channels. An investor describes the firm as fitting a software-as-a-service model profile for early-stage technology investments.
Traction
Named financial institution customers cite multi-year engagements and campaign results; one credit union reported converting a campaign targeting roughly one thousand members into nearly 200 new members. FinGoal states that financial institutions using its platform increase conversions by 40%. A third-party profile lists 17 employees.
Latest developments
In March 2023 FinGoal announced the closing of an investment round led by Naples Technology Ventures, with NTV Managing Partner Mike Abbaei joining company commentary on the raise. The corporate website remains in service with product, security and careers pages.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
FinGoal operates in the transaction data enrichment and banking personalization segment, marketing itself as a layer between financial data sources and institutions' marketing systems.
FinGoal frames its approach around inferring what is happening in an account holder's life from earning and spending behavior, rather than product-level targeting, and on delivering those signals into a client's existing marketing stack with low technical lift.
Technology
The platform ingests consumer and SMB financial data, cleans and enriches transaction records, and applies algorithms and private AI models to infer user attributes, generate persona tags and recommend a next best action. Outputs are designed to be exported into third-party CRM and marketing automation systems. Supporting capabilities include data aggregation and account verification.
Go-to-market
Direct sales to financial brands, supported by a growth team and support team contact channels, published customer testimonials, a product demo for transaction enrichment, and an events schedule.
Financial institutions — including credit unions and community banks — plus fintechs and data aggregators. Named customer references include Alltru Credit Union, Credit Union of Colorado, Mauch Chunk Trust and Neighborhood Trust Financial Partners.
Geography
Headquartered in Lafayette, Colorado, United States; listed addresses include 2581 Park Ln, Lafayette, CO 80026 and 400 W South Boulder Rd, Suite 2500, Lafayette, CO 80026.
History
A third-party profile records participation in the Techstars MetLife Digital accelerator in 2020. Naples Technology Ventures first invested in FinGoal in early 2022 and led a subsequent investment round announced in March 2023, with participation from the Bankers Helping Bankers Fund and K Street Capital.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Related companies · 9
Companies working in the same space as FinGoal.
Timeline · 3
launches, deals, and filingsFinGoal announced the closing of an investment round led by Naples Technology Ventures, with Bankers Helping Bankers Fund and K Street Capital also cited as committed to the company.
Naples Technology Ventures first invested in FinGoal in early 2022, according to the company's March 2023 announcement.
A third-party company profile lists FinGoal as part of the Techstars: MetLife Digital accelerator in 2020.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
Legal entities · 1
corporate structureIn the news
▸Research sources · 8
primary sources listed
- FinGoalfingoal.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does FinGoal do?
- FinGoal enriches financial transaction data into persona tags that banks and credit unions use to deliver personalized offers.
- Who founded FinGoal?
- FinGoal was founded by David Nohe in 2019.
- Who are FinGoal's investors?
- FinGoal's investors include K Street Capital, Naples Technology Ventures, Sidecut Ventures, Techstars.
- Where is FinGoal headquartered?
- FinGoal is headquartered in Lafayette, US.