Fundraising Fox

Trovata

San Diego, US · Founded 2016 · Delaware corporation · 3 known investors

Founders & leadership

Trovata was founded in 2016 by BRETT TURNER.

BT
BRETT TURNERFounder
JB
JUSTIN BRIMFIELDNamed on SEC filing
AO
ANDY OBERSTNamed on SEC filing
TM
TIM MURPHYNamed on SEC filing
JP
JOHN PHILPOTTNamed on SEC filing

Investors · 3

Fin CapitalSan Francisco · $250K – $15M
State StreetreportedBoston
Wells Fargo Strategic CapitalreportedSt. Louis

Reported raises · per SEC filings

Form D private placements

$5.5M disclosed across 1 round · 2018

▶$5.5MraisedApr 2019 · 17 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JUSTIN BRIMFIELDDirector
  • BRETT TURNERExecutive Officer, Director, Promoter
  • ANDY OBERSTDirector
  • TIM MURPHYDirector
  • JOHN PHILPOTTDirector
Offering amount
$5.5M
Amount sold
$5.5M
First sale
Nov 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Trovata Poised to Expand Client Reach with Acquisition - San Diego Business Journalsdbj.com · Aug 2025Trovata Acquires ATOM, Unlocking Full Treasury Management Capabilities to Redefine Corporate Treasuryprnewswire.com · Jul 2025Trovata Raises $27M in Series B Fundingfinsmes.com · Jun 2022Accounting platform Trovata collects $20m in its Series A funding roundfintech.global · Jan 2021Trovata.io Raises $20 Million to Aggregate Enterprise Bank Accountstrovata.io · Jan 2021Automated Cash Management Company Trovata.io Raises $5.5 Millionpulse2.com · May 2019

Frequently asked questions

Who founded Trovata?
Trovata was founded by BRETT TURNER in 2016.
Who are Trovata's investors?
Trovata's investors include Fin Capital, State Street, Wells Fargo Strategic Capital.
How much funding has Trovata raised?
Trovata has disclosed $5.5M raised across 1 round.
Where is Trovata headquartered?
Trovata is headquartered in San Diego, US.