Trovata
Trovata sells AI-powered treasury and finance software to corporate clients, automating cash management and forecasting. The 80-person company has raised $67M, including a Series B in July 2025 backed by JP Morgan and Capital One.
The growth story
Trovata grew from 77 to 80 employees between 2021 and 2026, raising $67M along the way, most recently a Series B in July 2025.
About
Trovata's software centralizes corporate treasury operations, replacing legacy systems with AI-driven tools for cash visibility, forecasting, and money movement. It integrates with multiple banks, offering clients a unified view of their liquidity.
The company has scaled to 80 employees, with notable backing from major financial institutions. Its Series B funding in 2025 suggests continued growth in the corporate treasury software market.
Founders and leadership
Sales is Trovata's largest function, with 9 employees dedicated to client acquisition. The company maintains a median tenure of 3 years, indicating stable leadership and team retention.
The Trovata org chart
Brett Turner (Founder / CEO) leads 45 mapped leaders with 13 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 25 (+14% YoY), Sales 8 (-11% YoY), Business Development 7 (0% YoY), Finance 6 (+20% YoY), Customer Success and Support 6 (0% YoY), Information Technology 6 (+20% YoY).
Talent flow
Trovata recruits heavily from financial software firms like Kyriba and Punchkick Interactive, with 7 hires from the latter. Alumni often move to AI and data companies, including Maximor AI and Databricks.
Most common previous employers of Trovata staff: Punchkick Interactive (7), Salt Edge (5), Kyriba (4), Financial Sciences, a Trovata Company (4), Amazon (3), Capital One (3). Former Trovata employees most often moved to Maximor AI (5), Databricks (2), Altruist (2), Signal to Scale (2), Kyriba (2), Wells Fargo (2).
Alumni worth knowing
The Trovata mafia
Four Trovata alumni have founded companies, including Cohezion and Xcel Software. These startups focus on areas like healthcare and enterprise software, leveraging their fintech experience.
4Samuel Woojoo Jun, was Machine Learning Engineer until 2021Stanford Cline, was Data Engineer until 2023Sam Isaacs, was SMB GM (Fractional) until 2023Jason Mountford, was Copywriter until 2026Hiring now
Web traffic
Traffic mix: 0% direct, 0% search, 0% social, 0% paid.
What this company is made of
Most common skills at Trovata: Microsoft Office (22), Leadership (21), Microsoft Excel (19), Microsoft Word (18), JavaScript (16), Management (16), Python (Programming Language) (16), Customer Service (16).
Where the team actually sits
Trovata people are concentrated in California, United States (12), Greater Chicago Area (5), United States (4), New Jersey, United States (4).
Search footprint
Trovata attracts about 1,015 organic search visits a month, traffic worth roughly $19K a month if bought through ads. It gained 471 ranking keywords and lost 496 in the last period.
What employees say
- Compensation
- 4.30 / 5
- Career opportunities
- 3.90 / 5
- Senior management
- 3.80 / 5
- Work-life balance
- 4.40 / 5
Frequently asked
Trovata has 80 employees as of September 2026.
Trovata has raised $67M in total, most recently a Series B round in July 2025.
Trovata was founded in 2016 by Brett Turner, Turner Brett.
Brett Turner (Founder / CEO) sits at the top of Trovata's reporting structure, with 13 direct reports.
The most common previous employers of current Trovata staff are Punchkick Interactive (7 people), Salt Edge (5 people), Kyriba (4 people).
Former Trovata employees most often move to Maximor AI (5), Databricks (2), Altruist (2).
At least 4 companies have a founder who previously worked at Trovata, including Cohezion, Xcel Software, Signal to Scale.
Trovata attracts about 1,015 organic search visits a month, worth roughly $19K a month in equivalent ad spend.
The most common skills among Trovata staff are Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, JavaScript.
Trovata staff are concentrated in California, United States (12), Greater Chicago Area (5), United States (4).
Trovata has about 25 people in Engineering, up 14% over the past year, as of September 2026.
Trovata has about 8 people in Sales, down 11% over the past year, as of September 2026.
Computed from 63 current and 129 former Trovata profiles, as of September 2026. Source: Crustdata.
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