# Zeni: Financial services, Palo Alto, United States

> Zeni: Zeni is a fintech company based in Palo Alto, California, founded in 2018 by Swapnil and Snehal Shinde. Based in Palo Alto, United States. Founded 2019.

Source: https://millionrounds.com/startup/zeni-2 (Millionrounds; every figure on the page links to its filing or article)

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

# Zeni

Zeni is a fintech company based in Palo Alto, California, founded in 2018 by Swapnil and Snehal Shinde.

Funding reported Last round: Series B

Financial services Palo Alto, United States

Company summary

- **Founded:** 2019 7 years old
- **Team:** 260 201 to 1,000 people
- **Funding reported:** $63M in dollars
- **Last round:** Series B Aug 2021

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 Zeni 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 Zeni

Zeni is a fintech company based in Palo Alto, California, founded in 2018 by Swapnil and Snehal Shinde.

It serves as an AI-first finance concierge for startups and small businesses, addressing the challenges of outdated bookkeeping systems. Zeni combines AI-powered bookkeeping and accounting software with a dedicated Finance Concierge Team, offering a personalized approach to financial management. The company provides a comprehensive suite of services, including automated bookkeeping, CFO services, tax advisory, payroll administration, and expense management. Zeni's core product is its All-In-One Finance & Accounting Platform, which integrates with existing accounting software to streamline financial operations. With a focus on startups, particularly in the SaaS sector, Zeni aims to simplify financial complexities and enhance strategic planning for its clients.

## What company datasets say Zeni raised

Funding, as reported

Reported in all **$63M** in dollars

Last round **Series B**

Last round size **$34M**

Last round date **Aug 2021**

Investors listed **5**

## Founders and team

From Zeni's own website: 4 founders, 5 on the team.

**Arjun Vora** CEO & Co-Founder

**Swapnil Shinde** CEO & Co-founder

**Wander Maps** Co-Founder & CEO

**Snehal Shinde** CPO & Co-founder

- **Steve Arntz** CEO at Campfire
- **Megan Prince** Chief Revenue Officer
- **Ben Ashworth** VP of Marketing
- **Rahul Mayekar** VP of Design
- **Scott Whitehead** VP of Strategy & Partnerships

## On a portfolio page

Investors who name them

- [Twin Ventures](https://millionrounds.com/fund/twin-ventures)

Each firm lists Zeni on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

## The company, in detail

What they build

Known for

ai-driven financial compliance automated payroll support management consulting expense reimbursement automation real-time tracking consumers business financial health ai cash flow forecasting gaap-compliant accounting startup tax accountant ai startup finance tax preparation enterprises automated financial alerts r&d tax credits real-time financial dashboard

Built with from their website

Plaid Google Tag Manager Amazon CloudFront Paypal QuickBooks YouTube Google Workspace CloudFlare Viewport Meta Hubspot

+8 more

Webflow Hosting AI Google Meet CloudFlare CDN Google Font API PrimeNG Mobile Friendly Shopify

- **Sector:** Financial services
- **Industry code:** NAICS 511210, 541219, SIC 7375, 7372, 8721
- **Region:** California
- **Revenue:** $129M a year, as listed

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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