Trovata
San Diego, US · Founded 2016 · 78 employees on LinkedIn · 6 known investors
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Trovata provides a cloud-native platform that connects to banks via open banking APIs and SWIFT to standardize financial data and deliver cash visibility, AI-driven insights, and automated treasury workflows. It serves treasury and finance teams at companies of all sizes, as well as banks, fintechs, and software providers that embed bank connectivity and treasury capabilities into their own products.
Founders & leadership
Trovata was founded in 2016 by Brett Turner.




Investors · 6
How we know: Fin Capital's portfolio page · Not right? Tell us
How we know: FINTOP Capital's portfolio page · pulse2.com · the VCSheet dataset · Not right? Tell us
How we know: a partner's Signal profile · Not right? Tell us
How we know: funding news · Not right? Tell us
How we know: funding news · Not right? Tell us
Also in the syndicate · 1
Funding
SEC filings, press & company announcements$25.5M disclosed across 2 of 4 rounds · 2018–2022
- Undisclosed amountSeries BJun 2022Source ↗
- Undisclosed amountSeries AJan 2021Source ↗
- $20MraisedJan 2021 · 2 sourcesSource ↗
▶$5.5MraisedApr 2019 · 17 investors · Other TechnologyRule 506(b)
- 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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through Trovata went on to found or lead other companies.
In the news
Frequently asked questions
- What does Trovata do?
- Trovata provides a cloud-native platform that connects to banks via open banking APIs and SWIFT to standardize financial data and deliver cash visibility, AI-driven insights, and automated treasury workflows. It serves treasury and finance teams at companies of all sizes, as well as banks, fintechs, and software providers that embed bank connectivity and treasury capabilities into their own products.
- Who founded Trovata?
- Trovata was founded by Brett Turner in 2016.
- Who are Trovata's investors?
- Trovata's investors include Fin Capital, FINTOP Capital, AYANA Capital LLC, State Street, Wells Fargo Strategic Capital.
- How much funding has Trovata raised?
- Trovata has disclosed $25.5M raised across 2 of its 4 known rounds.
- Where is Trovata headquartered?
- Trovata is headquartered in San Diego, US.




