# Trovata: Information technology & services, San Diego, United States

> Trovata: Trovata is an AI-native Treasury Management System (TMS) and liquidity platform founded in 2016. Based in San Diego, United States. Founded 2016.

Source: https://millionrounds.com/startup/trovata (Millionrounds; every figure on the page links to its filing or article)

United States · [Information technology & services startup](https://millionrounds.com/companies)

# Trovata

Trovata is an AI-native Treasury Management System (TMS) and liquidity platform founded in 2016.

Funding reported Last round: Series B

Information technology & services San Diego, United States

Company summary

- **Founded:** 2016 10 years old
- **Team:** 78 51 to 200 people
- **Funding reported:** $58M in dollars
- **Last round:** Series B Jun 2022

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Trovata has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## About Trovata

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 Trovata replaces outdated treasury management systems with a modern, cloud-based solution that offers real-time cash visibility and advanced cash flow forecasting.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.

## What company datasets say Trovata raised

Funding, as reported

Reported in all **$58M** in dollars

Rounds **7**

Last round **Series B**

Last round size **$9.0M**

Last round date **Jun 2022**

Investors listed **8**

SEC Form D **$5.5M sold, 1 filing, last Apr 2019**

## Founders and team

From Trovata's own website and the SEC filings it signed: 1 founder, 7 on the team.

**Brett Turner** Founder & CEO *Named on its 2019 Form D*

- **Catrina Zhang** CFO
- **Joseph Drambarean** CTO
- **Kelly Walsh** Chief Customer Officer
- **Henry Ball** VP Business Development
- **Katie DiMento** VP Marketing
- **Matt Bramson** VP Sales
- **Vladimir Pintea** VP Engineering

On the board, as filed i *Andy Oberst* *John Philpott* *Justin Brimfield* *Tim Murphy*

## The company, in detail

What they build

Known for

cash flow management software api-driven treasury cash flow dashboards multibank connectivity cash position reporting tools cloud-native treasury system enterprise fintech cash management apis api-driven cash management real-time data itemized cash reporting enterprise treasury automation multibank data bank transaction search enterprises transaction categorization

Built with from their website

Amazon SES Google Tag Manager Canva WordPress.org Atlassian YouTube Google Workspace Viewport Meta Vitally Mimecast

+8 more

Amazon Simple Email Service Hubspot AWS Analytics Apple Business Manager Google Meet Priority Hints Google Font API Microsoft Exchange

- **Sector:** Information technology & services
- **Industry code:** NAICS 54151, 51321, SIC 7375
- **Region:** California
- **Revenue:** $23M a year, as listed
- **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/trovata)

## Information technology & services in United States

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- [**Harvey** San Francisco · founded 2022 *Raised*](https://millionrounds.com/company/harvey)

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