Trim (Financial Software) Overview

  • Founded
  • 2015
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 63
Employees
  • Latest Deal Type
  • M&A

Trim (Financial Software) General Information

Description

Developer of a personal finance assistant application designed to automate ways to save money. The company's application analyzes spending patterns, negotiates cable, internet, phone and medical bills and cancels old subscriptions, enabling users to keep track of their finances and solve their financial problems.

Contact Information

Website
www.asktrim.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
OneMain Holdings
Primary Office
  • 340 Lemon Avenue
  • Suite 8144
  • Walnut, CA 91789
  • United States
+1 (706) 000-0000
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Trim (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Merger/Acquisition 15-May-2021 00.000 Completed Generating Revenue
2. Seed Round 19-Apr-2016 00.000 00.000 00.000 Completed Generating Revenue
1. Accelerator/Incubator Completed Generating Revenue
To view Trim (Financial Software)’s complete valuation and funding history, request access »

Trim (Financial Software) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed 4 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Seed 3 000,000 00.000000 00.00 00.00 00 00.00 0.000
Seed 2 91,932 $0.000010 $0.22 $0.22 1x $0.22 0.54%
Seed 1 560,472 $0.000010 $0.11 $0.11 1x $0.11 3.32%
To view Trim (Financial Software)’s complete cap table history, request access »

Trim (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a personal finance assistant application designed to automate ways to save money. The company's application
Financial Software
Walnut, CA
63 As of 2021
00.000
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00000 000000000 00000000
Silver Spring, MD
000 As of 0000
000.00
0.00 0000-00-00
000000&0 000.00

00000000

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000000000 00000000
Redwood City, CA
000 As of 0000
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00 0000-00-00
000000&0 00000
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Trim (Financial Software) Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Truebill Formerly VC-backed Silver Spring, MD 000 000.00 000000&0 000.00
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000000 Venture Capital-Backed Palo Alto, CA 000 000.00 00000000000 000.00
0000 Venture Capital-Backed Buenos Aires, Argentina 00 000 0000000000 0 000
000000000 Formerly VC-backed Chicago, IL 000 000.00 000000&0 000.00
You’re viewing 5 of 10 competitors. Get the full list »

Trim (Financial Software) Executive Team (6)

Name Title Board Seat Contact Info
Thomas Smyth Co-Founder & Chief Executive Officer
Jessica Chan Chief Operating Officer
Ruth Mohanram Controller
Ryan Jue Director of Growth and Marketing
Daniel Petkevich Co-Founder & CPO
You’re viewing 5 of 6 executive team members. Get the full list »

Trim (Financial Software) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Trim (Financial Software) Former Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
AAF Management Venture Capital Minority 000 0000 000000 0
Bertrand Navarette Angel (individual) Minority 000 0000 000000 0
Beta Bridge Capital Venture Capital Minority 000 0000 000000 0
Clocktower Technology Ventures Venture Capital Minority 000 0000 000000 0
Core Innovation Capital Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 15 investors. Get the full list »

Trim (Financial Software) Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 08-Apr-2019 0000000000 Financial Software 000000 00
To view Trim (Financial Software)’s complete acquisitions history, request access »

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