When was Finley founded?

Finley was founded in 2021 and raised its 1st funding round within a year of its incorporation.

Where is Finley located?

Finley is headquartered in San Francisco, United States.

Who is the current CEO of Finley?

Jeremy Tsui of Finley. They have also founded 1 company.

How many employees does Finley have?

As of Mar 31, 2026, the latest employee count at Finley is 45.

Is Finley a funded company?

Finley is a funded company, having raised a total of $20.1M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2021.

When was the latest funding round of Finley?

Finley's latest funding was a $***** Series A round on Jan 31, 2023, with participation from 6 investors.

Where does Finley rank among its competitors?

Finley ranks 5th amongst 419 active competitors, of which 82 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was Knight FinTech, which secured $23.6M in Jan, 2026.

Who are the top competitors of Finley?

Finley's top competitors include FinBox, nCino and Loan Street. Among them, Knight FinTech secured the most recent funding round in January, 2026.

Finley - 2026 Company Profile, Team, Funding & Competitors

Company Details

Software-based credit cycle management solutions for businesses. It enables its users to manage the capital that has been raised or has been given as loans. Its features are search and qualification, diligence on loan originators, analysis of lender's data, legal documentation, and securitization issuance. It also provides monitoring tools for the loan collateral pool.

Website: finleycms.com
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Key Metrics

Founded Year

2021

Location

San Francisco, United States

Stage

Acquired

Total Funding

$20.1M in 3 rounds

Latest Funding Round

Series A, Jan 31, 2023, $*****

Investors

Y Combinator & 8 more

Ranked

5^th among 419 active competitors

Employee Count

45 as on Mar 31, 2026

Similar Companies

FinBox & 513 more

Exit Details

Acquired by Concord Servicing LLC (Mar 02, 2026)

View Finley's full profile

Finley is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
FINLEY TECHNOLOGIES, INC. CIN: 4494800 , United States, Active	Jan 01, 2021	-	37 (As on Dec 31, 2024)	-

Finley got acquired by Concord Servicing LLC on Mar 02, 2026.

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

Finley has raised a total funding of $20.1M over 3 rounds. Its first funding round was on 2021. Its latest funding round was a Series A round on Jan 31, 2023 for $*****. 6 investors participated in its latest round. Finley has 9 institutional investors.

Here is the list of recent funding rounds of Finley:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 31, 2023	7881887	Series A	3180769	3266337	9929210	6099883
Jun 14, 2021	8665226	Seed	2549234	8349521	6154653	Twenty Two Ventures & 3 more
2021	8215	Seed	9869	4230	Y Combinator	4526

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View details of Finley's funding rounds and investors

The founders of Finley are Josiah Tsui and Jeremy Tsui. Jeremy Tsui is the CEO of Finley.

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

Josiah Tsui: Co-Founder of Finley.
Contact Info: 1 email address
Jeremy Tsui: Co-Founder & CEO of Finley.
Contact Info: 1 email address

View details of Finley's Founder profiles and Board Members

Finley's employee count trend

Finley has 45 employees as of Mar 26. Here is Finley's employee count trend over the years:

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Top competitors of Finley include FinBox, nCino and Loan Street. Here is the list of Top 10 competitors of Finley, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FinBox 2015, Bengaluru (India), Series B	Provider of infrastructure, risk intelligence, and orchestration solutions for digital lending	$51.1M	IIFL Finance, A91 Partners & 25 others	69/100
2nd	nCino 2011, Wilmington (United States), Public	Provider of a platform for digitizing and reengineering financial service processes	$222M	Wellington, T. Rowe Price & 19 others	69/100
3rd	Loan Street 2013, New York City (United States), Series B	Loan life cycle management solutions for banks and financial institutions	$39M	Valar Ventures, Arbor Ventures & 16 others	63/100
4th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
5th	Finley 2021, San Francisco (United States), Acquired	Software-based credit cycle management solutions for businesses	$20.1M	Bain Capital Ventures, Haystack & 7 others	63/100
6th	Casca 2023, San Francisco (United States), Series A	Provider of AI-powered loan origination system for banks	$33M	Peterson Ventures, Canapi Ventures & 9 others	62/100
7th	Knight FinTech 2019, Mumbai (India), Series A	A digital banking technology company that provides full-stack banking solutions for lending, treasury management, and supply chain finance	$32.8M	3one4 Capital, Trifecta Capital & 13 others	62/100
8th	MeridianLink 1998, Costa Mesa (United States), Acquired	Loan life cycle management systems for lenders and financial institutions	-	Serent Capital	62/100
9th	Turnkey Lender 2014, Austin (United States), Series A	AI-driven loan origination and management software for banks and non-bank lenders	$18.1M	DEG, OSK Ventures International Berhad & 12 others	61/100
10th	Lentra 2019, Pune (India), Series B	Provider of cloud-based digital lending software and solutions for financial institutions	$104M	Bessemer Venture Partners, SIG Venture Capital ... & 35 others	60/100