Who founded Holdings?

Holdings was founded by Jason Garcia in 2022.

Who are Holdings's investors?

Holdings's investors include Album VC, Frame VC, Altimeter Capital, SoftBank Group.

How much funding has Holdings raised?

Holdings has disclosed $2B raised across 1 round.

Holdings

Founded 2022 · 48 employees on LinkedIn · 5 known investors

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Holdings offers a connected business banking and accounting platform that links a checking account, bookkeeping, and invoicing so transactions reconcile automatically. It integrates with Claude AI to draft quotes, send invoices and payment links, chase overdue payments, and record deposits, with a free interest-bearing bank account for small businesses and nonprofits.

AI & Machine Learning Fintech SaaS

Founders & leadership

Holdings was founded in 2022 by Jason Garcia.

Jason Garcia Co-FounderJason Garcia held roles in capital and product partnerships at Mercury, led business development at Divvy (acquired by BILL in a $2.5B transaction), served as CFO at SalesRabbit, and earlier worked in public accounting at KPMG and investment banking at Goldman Sachs. He is now founder of Holdings, a business banking and accounting platform for small businesses.

Investors · 5

Album VClisted by Album VCLehi · $500K – $3M

How we know: Album VC's portfolio page · the VCSheet dataset · Not right? Tell us

Frame VClisted by Frame VCSalt Lake City

How we know: Frame VC's portfolio page · Not right? Tell us

Altimeter CapitalreportedMenlo Park · $1M – $25M

How we know: funding news feeds · press coverage · Not right? Tell us

SoftBank GroupreportedTokyo

How we know: funding news feeds · press coverage · Not right? Tell us

Also in the syndicate · 1

OpenAI

Funding

SEC filings, press & company announcements

$2B disclosed across 1 round · 2026

$2BraisedAug 2026 · 3 sources
OpenAI
Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

Frequently asked questions

What does Holdings do?: Holdings offers a connected business banking and accounting platform that links a checking account, bookkeeping, and invoicing so transactions reconcile automatically. It integrates with Claude AI to draft quotes, send invoices and payment links, chase overdue payments, and record deposits, with a free interest-bearing bank account for small businesses and nonprofits.
Who founded Holdings?: Holdings was founded by Jason Garcia in 2022.
Who are Holdings's investors?: Holdings's investors include Album VC, Frame VC, Altimeter Capital, SoftBank Group.
How much funding has Holdings raised?: Holdings has disclosed $2B raised across 1 round.