ModernFi
ModernFi is a financial infrastructure provider that helps banks and credit unions manage deposits through automated network solutions. The company has raised $58M in Series B funding from investors including Andreessen Horowitz and Canapi Ventures, with backing from several regional banks.
The growth story
ModernFi grew from 6 to 54 employees between 2023 and 2026, raising $58M along the way, most recently a Series B in September 2025.
About
ModernFi operates a deposit network that enables financial institutions to move funds between accounts, source new deposits, and offer depositors additional security. Its tools help banks attract and retain high-value customers while stabilizing their balance sheets.
The company was founded in 2022 and has grown to 54 employees. Its Series B round in September 2025 included participation from strategic investors like Huntington National Bank and First Horizon.
Founders and leadership
Sales is the largest function with 12 employees. The company has a relatively flat structure with a median tenure of just one year.
The ModernFi org chart
Paolo Bertolotti (CEO and Founder) leads 25 mapped leaders with 3 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Business Development 20 (+33% YoY), Sales 11 (+57% YoY), Engineering 9 (+80% YoY), Legal 3 (+200% YoY).
Talent flow
ModernFi recruits heavily from financial services firms like Citi and Morgan Stanley, as well as fintech companies like nCino. Alumni have moved to payments companies (Mastercard), crypto firms (Kraken), and banking software providers (Vantaca).
Most common previous employers of ModernFi staff: AlphaSights (3), Citi (3), nCino (3), Morgan Stanley (3), Flowcode (3), Calvert Street Investment Partners (2). Former ModernFi employees most often moved to Vantaca (3), Refined Technologies (1), Mastercard (1), CoFi (1), Nori (YC F25) (1), Kraken (1).
Alumni worth knowing
Web traffic
Traffic mix: 43% direct, 39% search, 0% social, 0% paid.
What this company is made of
Most common skills at ModernFi: Microsoft Excel (21), Microsoft Office (21), Public Speaking (20), Leadership (19), Customer Service (17), Research Skills (15), Teamwork (15), Microsoft PowerPoint (14).
Where the team actually sits
ModernFi people are concentrated in New York, United States (23), New York City Metropolitan Area (6), North Carolina, United States (2), United States (2).
Search footprint
ModernFi attracts about 317 organic search visits a month, traffic worth roughly $2K a month if bought through ads. It gained 142 ranking keywords and lost 27 in the last period.
What employees say
- Compensation
- 4.00 / 5
- Career opportunities
- 5.00 / 5
- Senior management
- 4.00 / 5
- Work-life balance
- 3.00 / 5
Frequently asked
ModernFi has 54 employees as of September 2026.
ModernFi has raised $58M in total, most recently a Series B round in September 2025.
ModernFi was founded in 2022 by Paolo Bertolotti, Adam DeVita.
Paolo Bertolotti (CEO and Founder) sits at the top of ModernFi's reporting structure, with 3 direct reports.
The most common previous employers of current ModernFi staff are AlphaSights (3 people), Citi (3 people), nCino (3 people).
Former ModernFi employees most often move to Vantaca (3), Refined Technologies (1), Mastercard (1).
ModernFi attracts about 317 organic search visits a month, worth roughly $2K a month in equivalent ad spend.
The most common skills among ModernFi staff are Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Customer Service.
ModernFi staff are concentrated in New York, United States (23), New York City Metropolitan Area (6), North Carolina, United States (2).
ModernFi has about 20 people in Business Development, up 33% over the past year, as of September 2026.
ModernFi has about 11 people in Sales, up 57% over the past year, as of September 2026.
Computed from 43 current and 27 former ModernFi profiles, as of September 2026. Source: Crustdata.
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