Fundraising Fox

Trovata

San Diego, US · Founded 2016 · 78 employees on LinkedIn · 4 known investors

Find your way into Trovata

34 people in our graph share verified history with the Trovata team — schools, employers, funds. One of them is your warm intro.

Alexander Busseunlockedknows BRETT TURNER · together at Enel Green Power (overlapped)
knows the team · via Trovata
×5knows the team · via Seattle Pacific University
×5knows the team · via Ciena

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.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechSaaS

Founders & leadership

Trovata was founded in 2016 by Brett Turner.

BTBrett Turner
Brett TurnerinFounder / 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 DrambareaninCTO
CZCatrina Zhang
Catrina ZhanginCFO
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 · 4

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

Funding

SEC filings, press & company announcements

$5.5M disclosed across 1 of 2 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.

Daniel LantzDirectorFounded ThymeFernando San MartinDirector Of EngineeringFounded Thyme

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 raises USD 20 mln in funding roundthepaypers.com · 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

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, State Street, Wells Fargo Strategic Capital.
How much funding has Trovata raised?
Trovata has disclosed $5.5M raised across 1 of its 2 known rounds.
Where is Trovata headquartered?
Trovata is headquartered in San Diego, US.