/Companies

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.

BTBrett Turner
Brett TurnerFounder / CEOHe previously held senior finance roles at Amazon, World Wide Packets (sold to Ciena for $305M in 2008), Demand Energy (sold to Enel Green Power for $42M in 2017), and 2nd Watch (sold to ST Telemedia for $165M in 2019), and began his career as a CPA and financial reporting specialist at Deloitte.
JDJoseph Drambarean
Joseph DrambareanCTOJoseph Drambarean led engineering and product initiatives at major financial institutions including J.P. Morgan, Capital One, and Microsoft, where he directed digital strategy, enterprise architecture, and cloud infrastructure design. He brings expertise in mobile and web product development, AWS infrastructure, and cross-functional team leadership across engineering and design disciplines.
CZCatrina Zhang
Catrina ZhangCFOCatrina Zhang is a finance executive who has held operational and strategic roles at both Fortune 500 companies and startups, with experience across SaaS, e-commerce, and consumer products.
JB
JUSTIN BRIMFIELDNamed on SEC filing
AO
ANDY OBERSTNamed on SEC filing
TM
TIM MURPHYNamed on SEC filing
JPJOHN PHILPOTT
JOHN PHILPOTTBoard MemberPartner at FINTOP Capital

Investors · 6

Also in the syndicate · 1

JPMorgan Chaselead

Funding

SEC filings, press & company announcements

$25.5M disclosed across 2 of 4 rounds · 2018–2022

▶$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.

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.