Fundz

Finzly reported raising $10.1 Million in an initial SEC Form D filing, from an offering of $10.1 Million

PRIVATEOct 31, 2023

Amount Raised

$10.1 Million

$10.1 Million sold, per SEC Form D (first sale Oct 16, 2023)

Round Type

Venture

CharlotteFinancial ServicesFinance

Quick answer

Finzly raised $10.1 Million in a funding round, dated October 16, 2023. Finzly is based in Charlotte, North Carolina, United States.

How much did Finzly raise?
Finzly raised $10.1 Million in a funding round on October 16, 2023.
What does Finzly do?
Finzly helps banks and credit unions thrive in a real-time, connected world with its Finzly BankOS platform.
Where is Finzly based and how big is it?
Finzly is based in Charlotte, North Carolina, United States. Fundz records about 250 employees.
Who are the decision-makers at Finzly?
Fundz holds 3 contacts at Finzly, including the Associate Director - Products. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Finzly that raised within 45 days of this round, from Fundz verified event records.

  • FrontEdge raised $10M on November 22, 2023.
  • Atome Financial raised $850K (Seed) on November 14, 2023.
  • Defacto raised an undisclosed amount (Series A) on November 14, 2023.
  • LXA raised $10M (Seed) on November 9, 2023.
  • Pimlico raised $4.4M (Seed) on November 8, 2023.
  • QI Tech raised $200M (Funding Round) on October 31, 2023.

Who to call at Finzly, and when

A new round usually means Finzly is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Finzly raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Finzly, from your own LinkedIn network

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Company Information

Company

Finzly

Location

2815 COLISEUM CENTRE DR.

Charlotte, North Carolina, United States

About

Finzly helps banks and credit unions thrive in a real-time, connected world with its Finzly BankOS platform. Institutions can quickly launch instant payments, modernize ACH and wire transfers, and orchestrate payments through a unified API and ISO 20022-native payment hub. Finzly, recognized with multiple awards, also offers advanced FX solutions to help banks attract corporate and enterprise treasury customers.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Finzly raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

3 contacts
Verified contactsRitwik U., Associate Director - Products hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Finzly's next move

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Finzly raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.