When was Certinia founded?

Certinia was founded in 2009 and raised its 1st funding round within a year of its incorporation.

Where is Certinia located?

Certinia is headquartered in San Jose, United States. It is registered at San Francisco, California.

How many employees does Certinia have?

As of Aug 31, 2026, the latest employee count at Certinia is 993.

Is Certinia a funded company?

Certinia is a funded company, having raised a total of $220M across 8 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Sep 29, 2009.

When was the latest funding round of Certinia?

Certinia's latest funding was a $***** PE round on Nov 19, 2024, with participation from 1 investor. Its primary sector is Enterprise Resource Planning. In United States, the Enterprise Resource Planning sector has seen $286M in funding in 2026 to date.

Where does Certinia rank among its competitors?

Certinia ranks 1st amongst 146 active competitors, of which 5 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Certinia, which secured an undisclosed amount in Nov, 2024.

Who are the top competitors of Certinia?

Certinia's top competitors include Intapp, Autotask and CosmoLex. Among them, Certinia secured the most recent funding round in November, 2024.

Certinia - 2026 Company Profile, Team, Funding & Competitors

Certinia is an acquired company based in San Jose (United States), founded in 2009. It operates as a Developer of cloud software for professional services automation and financial management. Certinia has raised $220M in funding from investors like Advent International, TA Associates and TCV. The company has 146 active competitors, including 5 funded and 18 that have exited. Its top competitors include companies like Intapp, Autotask and CosmoLex.

Company Details

Developer of cloud software for professional services automation and financial management. The software provides tools for services estimation, resource management, and revenue recognition. It offers solutions for accounting, subscription billing, and customer engagement. The platform aims to streamline cash flow, optimize employee utilization, and drive customer satisfaction.

Website: www.certinia.com/
Social
Phone Number: +1 **********
Registered Address: San Francisco, California

Key Metrics

Founded Year

2009

Location

San Jose, United States

Stage

Acquired

Total Funding

$220M in 8 rounds

Latest Funding Round

PE, Nov 19, 2024, $*****

Investors

Advent International & 7 more

Ranked

1^st among 146 active competitors

Employee Count

993 as on Aug 31, 2026

Investment & Acquisitions

Moonnox & 1 more

Similar Companies

Intapp & 181 more

Exit Details

Acquired by Haveli Investments (Jul 26, 2023)

View Certinia's full profile

Certinia is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
CERTINIA INC. CIN: 5341846 , United States, Active	May 15, 2018	-	402 (As on Dec 31, 2023)	-
FINANCIALFORCE.COM INC CIN: 421768864 , United States, Active	Dec 31, 1999	-	323 (As on Dec 31, 2024)	-

Certinia got acquired by Haveli Investments on Jul 26, 2023.

Click here to take a look at Certinia's acquisition in detail

Certinia has raised a total funding of $220M over 8 rounds. Its first funding round was on Sep 29, 2009. Its latest funding round was a PE round on Nov 19, 2024 for $*****. 1 investor participated in its latest round. Certinia has 8 institutional investors.

Here is the list of recent funding rounds of Certinia:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 19, 2024	4283577	PE	6724024	2518017	5068997	9989691
Mar 26, 2015	7417222	Series D	9409703	7439022	3382256	Salesforce Ventures
Apr 24, 2014	4964069	Series C	7182727	1498187	Advent International	Salesforce Ventures

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View details of Certinia's funding rounds and investors

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

DJ Paoni: CEO of Certinia.

Certinia's Board of Directors

Certinia's board has 10 active members. Jeremy Roche, Chris Ouwinga, Eric Wei, Kevin Costello, George Hu, Michael Rosenbaum, Jose Duarte, Edwin van Leeuwen, Steve Cakebread and Patrick Blair are independent board members.

Here is the list of Certinia's board of directors:

Name	Type	Representing	Status	Duration
Jeremy Roche	Independent board member	-	Current	16y 11m
gumheqd	Independent board member	-	Current	3y 5m
xedxjxa	Independent board member	-	Current	7y 4m
z{kpn{e	Independent board member	-	Current	4y 6m
edkbccz	Independent board member	-	Current	2y 3m
rvch{ns	Independent board member	-	Current	6y 4m
ugcwjvt	Independent board member	-	Current	9y 3m
gdgfzvb	Independent board member	-	Current	4y 4m
dmlkeal	Independent board member	-	Current	1y 3m
iex{cau	Independent board member	-	Current	5y 4m

View details of Certinia's Founder profiles and Board Members

Certinia's employee count trend

Certinia has 993 employees as of Aug 26. Here is Certinia's employee count trend over the years:

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Top competitors of Certinia include Intapp, Autotask and CosmoLex. Here is the list of Top 10 competitors of Certinia, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Certinia 2009, San Jose (United States), Acquired	Developer of cloud software for professional services automation and financial management	$220M	TA Associates, TriplePoint Capital & 6 others	62/100
2nd	Intapp 2012, Palo Alto (United States), Public	Cloud based business management software for professional and financial services firms	$2.3M	Great Hill Partners, Temasek & 2 others	60/100
3rd	Autotask 2001, East Greenbush (United States), Acquired	services automation software	$16.3M	Hamilton Lane, Eckford Group & 7 others	53/100
4th	CosmoLex 2013, New York City (United States), Acquired	Legal practice management software simplifying law firm operations and enhancing productivity	-	-	51/100
5th	Kimble 2010, Phoenix (United States), Series B	Cloud-based enterprise PSA solutions provider	$1.8M	Accel-KKR, Sussex Place Ventures & 1 others	50/100
6th	Tribute Technology 2014, Middleton (United States), Acquired	Provider of management software, marketing services, and website design for funeral homes	-	Greater Sum Ventures, PSG	49/100
7th	Changepoint 1994, Richmond Hill (United States), Acquired	PSA and PPM solutions	$5.5M	BEST Funds, JMI Management & 1 others	42/100
8th	Accelo 2009, San Francisco (United States), Acquired	Professional services automation platform for service-oriented industries	$11M	Level Equity, Fathom Capital & 2 others	42/100
9th	QuickArrow 1998, Austin (United States), Acquired	Cloud-based platform automating and streamlining professional services with integrated business solutions	$21.6M	Windspeed Ventures, W Capital Partners & 3 others	42/100
10th	DycoTrade 2001, Aalsmeer (Netherlands), Series C	ERP software for commodity & trade companies	-	TIIN Capital, TIN Capital & 1 others	42/100