
United States · Information technology & services startup
Trovata is an AI-native Treasury Management System (TMS) and liquidity platform founded in 2016.
Funding reportedLast round: Series B
Trovata is an AI-native Treasury Management System (TMS) and liquidity platform founded in 2016.
It automates corporate cash management, forecasting, and analysis for mid-market and enterprise businesses. Trovata replaces outdated treasury management systems with a modern, cloud-based solution that offers real-time cash visibility and advanced cash flow forecasting. The platform connects to thousands of global banks through APIs and secure file delivery, providing normalized balances and transactions. Key features include automated cash reporting, payment automation, FX risk management, and stablecoin integration. Trovata serves B2B clients, particularly in Treasury, Finance, and Accounting departments, helping them manage cash and liquidity effectively. The company is headquartered in San Diego, California, and has raised approximately $56.8 million in funding from notable investors like J.P. Morgan and Wells Fargo.
Funding, as reported
From Trovata's own website and the SEC filings it signed: 1 founder, 7 on the team.
On the board, as filediAndy OberstJohn PhilpottJustin BrimfieldTim Murphy
What they build
Known for
cash flow management softwareapi-driven treasurycash flow dashboardsmultibank connectivitycash position reporting toolscloud-native treasury systementerprise fintechcash management apisapi-driven cash managementreal-time dataitemized cash reportingenterprise treasury automationmultibank databank transaction searchenterprisestransaction categorization
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