Trovata
PrivateLast Round
Series B
Extension
Jul 24, 2025
Total Funding Raised
$65.83M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Trovata operates in FinTech and is based in Solana Beach, California. Its latest recorded funding round was a Series B Extension round in July 2025.
Trovata is a fintech company that offers an AI-native treasury management and liquidity platform to automate cash reporting, forecasting, and analysis through open banking and ERP integrations.
Sector
FinTech
Verticals
Corporate Banking, Data Integration, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trovata Comparables
Compare Trovata with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Embat | 82% | |
| Tesorio | 82% | |
| Ripple | 79% |
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Trovata Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B Extension | Jul 24, 2025 | ||||
| Series B | Jun 6, 2022 | ||||
| Series A | Jan 19, 2021 | ||||
| Seed | Apr 21, 2020 | ||||
| Seed | Apr 30, 2019 |
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Key People
Founding team and executive leadership
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Trovata Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Wells Fargo Strategic Capital | Series B, Series A |
| PNC | Series B Extension |
| NAB Ventures | Series B |
| NAB Ventures | Series B |
| Pivot Investment Partners | Series B, Series A |
| Fin Venture Capital | Series B |
| Wells Fargo | Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 10, 2026
Leveraging Amazon Bedrock for new AI-native treasury management solution.
- Nov 10, 2026
Launched 'Autonomous treasury agents' on Amazon Bedrock.
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Recent news
Latest coverage and updates
- adopts_technologyNov 10, 2026
Trovata adopts Amazon Bedrock and AgentCore to build an AI-native autonomous treasury solution.
- adopts_technologyNov 10, 2026
Trovata builds an AI-native treasury solution on Amazon Bedrock and AgentCore, as reported on Nov 10th '26.
- hiresSep 22, 2026
Trovata appointed Jon Paquette as Vice President of Business Development, Payments, to lead its payment strategy and execution as it expands payments and stablecoin capabilities, in California on Sep 22nd '26.
- hiresAug 19, 2026
Trovata appoints Katie DiMento as Vice President of Marketing on Aug 19th '26 in California, where she joins the senior leadership team to lead brand, content, growth, and product marketing.
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Trovata Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Trovata's valuation, stock price, and market status.
Is Trovata a public or private company?
Trovata is a private company.
What is the current stock price of Trovata?
Trovata is a private company, so its shares have no public market price. Caplight tracks Trovata's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Trovata worth (valuation)?
Valuation information for Trovata is not publicly available.
Can I buy Trovata stock?
Trovata shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Trovata's last funding round?
Trovata's most recent funding round was Series B Extension on July 24, 2025.
Who are the main investors in Trovata?
Key investors in Trovata include Wells Fargo Strategic Capital, Fin Venture Capital, FINTOP Capital, JPMorgan Chase & Co..
Will Trovata IPO soon?
No public IPO plans have been announced for Trovata.
How can I track Trovata secondary market activity?
Caplight tracks bids, offers, and trades in Trovata's shares on secondary markets.