When was Cassidy founded?

Cassidy was founded in 2021 and raised its 1st funding round 3 years after it was founded.

Where is Cassidy located?

Cassidy is headquartered in New York City, United States. It is registered at #17, 2nd Floor,7th Main Road, II stage Indiranagar, Indiranagar (Bangalore), Bangalore, Bangalore North, Karnataka, India, 560038.

Who is the current CEO of Cassidy?

Justin Fineberg of Cassidy. They have also founded 1 company.

How many employees does Cassidy have?

As of Jun 30, 2026, the latest employee count at Cassidy is 43.

Is Cassidy a funded company?

Cassidy is a funded company, having raised a total of $13.7M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Aug 20, 2024.

When was the latest funding round of Cassidy?

Cassidy's latest funding was a $***** Series A round on Sep 08, 2025, with participation from 4 investors.

What is the annual revenue of Cassidy?

Annual revenue of Cassidy is less than ₹10 Cr as on Mar 31, 2025

Where does Cassidy rank among its competitors?

Cassidy ranks 45th amongst 3680 active competitors, of which 312 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was Upstage, which secured $122M in Apr, 2026.

Who are the top competitors of Cassidy?

Cassidy's top competitors include Box, Pipefy and Moveworks. Among them, Upstage secured the most recent funding round in April, 2026.

Cassidy - 2026 Company Profile, Team, Funding, Competitors & Financials

Cassidy is a series A company based in New York City (United States), founded in 2021 by Justin Fineberg and Ian Woodfill. It operates as a Provider of AI-powered automation platform integrating company data and workflows. Cassidy has raised $13.7M in funding from HOF Capital and The General Partnership. The company has 3680 active competitors, including 312 funded and 175 that have exited. Its top competitors include companies like Box, Pipefy and Moveworks.

Company Details

Provider of AI-powered automation platform integrating company data and workflows. The platform connects to CRMs, support tools, internal knowledge bases, and APIs to build custom assistants and multi-step automations for sales, marketing, operations, and customer support teams. Key features include contextual AI assistants, automated RFP responses, lead enrichment, internal search, ticket triage, and workflow analytics. The system enhances team productivity by reducing manual effort, improving speed and consistency, and supporting enterprise requirements like secure access controls and compliance.

Website: www.cassidyai.com/
Social
Email ID: *****@cassidyai.com
Registered Address: #17, 2nd Floor,7th Main Road, II stage Indiranagar, Indiranagar (Bangalore), Bangalore, Bangalore North, Karnataka, India, 560038

Key Metrics

Founded Year

2021

Location

New York City, United States

Stage

Series A

Total Funding

$13.7M in 2 rounds

Latest Funding Round

Series A, Sep 08, 2025, $*****

Investors

HOF Capital & 9 more

Ranked

45^th among 3680 active competitors

Annual Revenue

0 - ₹10 Cr as on Mar 31, 2025

Employee Count

43 as on Jun 30, 2026

Similar Companies

Box & 2085 more

View Cassidy's full profile

Cassidy is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
CHEERIO TECHNOLOGIES PRIVATE LIMITED CIN: U72900KA2020PTC141341 , India, Active	Nov 23, 2020	0 - ₹10 Cr (As on Mar 31, 2025)	-
CASSIDY INC. CIN: 7324374 , United States, Active	Mar 01, 2023	-	-	-

Cassidy has raised a total funding of $13.7M over 2 rounds. Its first funding round was on Aug 20, 2024. Its latest funding round was a Series A round on Sep 08, 2025 for $*****. 4 investors participated in its latest round. Cassidy has 7 institutional investors and 3 angel investors.

Here is the list of recent funding rounds of Cassidy:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 08, 2025	5673812	Series A	8838249	8364339	6190154	6138299
Aug 20, 2024	2629606	Seed	6955417	3168708	The General Partnership	Neo & 6 more

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View details of Cassidy's funding rounds and investors

The founders of Cassidy are Justin Fineberg and Ian Woodfill. Justin Fineberg is the CEO of Cassidy.

Here are the details of Cassidy's key team members:

Justin Fineberg: Co-Founder & CEO of Cassidy.
Contact Info: 1 email address
Ian Woodfill: Co-Founder & CTO of Cassidy and founder of 1 other company.
Contact Info: 2 email addresses

View details of Cassidy's Founder profiles and Board Members

Cassidy's employee count trend

Cassidy has 43 employees as of Jun 26. Here is Cassidy's employee count trend over the years:

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Top competitors of Cassidy include Box, Pipefy and Moveworks. Here is the list of Top 10 competitors of Cassidy, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Box 2005, Redwood City (United States), Public	AI based platform for secure collaboration, content management, and workflow	$693M	DFJ, USVP & 38 others	80/100
2nd	Pipefy 2015, San Francisco (United States), Series C	SaaS-based workflow and task management solution provider	$149M	Trinity Ventures, OpenView & 35 others	75/100
3rd	Moveworks 2016, Mountain View (United States), Acquired	Developer of an AI assistant platform for enterprise workflow automation	$315M	Sapphire Ventures, Tiger Global Management ... & 12 others	73/100
4th	UnifyApps 2023, New York (United States), Series B	AI-powered enterprise platform offering a unified integration layer to connect systems of record	$84.2M	Elevation Capital, The Gsa Revocable Trust ... & 28 others	69/100
5th	Blue Prism 2001, Warrington (United Kingdom), Acquired	Cloud-based platform for cognitive automation	$30.5M	Herald Investment Management, The Independent Investment Trust ... & 4 others	68/100
6th	Zapier 2011, San Francisco (United States), Seed	Provider of a platform for automating workflows and integrating applications	$2.68M	Zillionize, Bessemer Venture Partners & 8 others	68/100
7th	Gumloop 2023, San Francisco (United States), Series B	AI-powered platform for building and hosting LLM powered automations	$70.6M	Benchmark, Nexus Venture Partners & 19 others	68/100
8th	Upstage 2020, San Jose (United States), Series C	Provider of AI platform for multiple task management	$285M	SBVA, Korean Development Bank & 21 others	66/100
9th	LaiYe 2015, Haidian (China), Series C	AI powered automation and work execution system management platform	$211M	Luminous Ventures, Lightspeed Venture Partners ... & 13 others	66/100
10th	Kissflow 2012, Wilmington (United States), Seed	Provider of a low-code platform for building and managing enterprise applications	$1.03M	Indian Angel Network, Atma Ram Properties ... & 98 others	65/100
45th	Cassidy 2021, New York City (United States), Series A	Provider of AI-powered automation platform integrating company data and workflows	$13.7M	Alumni Ventures, HOF Capital & 8 others	56/100