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 Jun 30, 2026, the latest employee count at Finley is 51.

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 8th amongst 468 active competitors, of which 74 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Turnkey Lender, which secured an undisclosed amount in Aug, 2025.

Who are the top competitors of Finley?

Finley's top competitors include FinBox, OPLinnovate and nCino. Among them, Turnkey Lender secured the most recent funding round in August, 2025.

Finley - 2026 Company Profile, Team, Funding & Competitors

Finley is an acquired company based in San Francisco (United States), founded in 2021 by Josiah Tsui and Jeremy Tsui. It operates as a Software-based credit cycle management solutions for businesses. Finley has raised $20.1M in funding from investors like Y Combinator, CRV and Bain Capital Ventures. The company has 468 active competitors, including 74 funded and 33 that have exited. Its top competitors include companies like FinBox, OPLinnovate and nCino.

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

8^th among 468 active competitors

Employee Count

51 as on Jun 30, 2026

Similar Companies

FinBox & 557 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	6095822	Series A	2300332	8626033	9453050	2635938
Jun 14, 2021	1534455	Seed	1277105	9280544	5334926	Twenty Two Ventures & 3 more
2021	7266	Seed	7762	3079	Y Combinator	3133

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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 51 employees as of Jun 26. Here is Finley's employee count trend over the years:

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Top competitors of Finley include FinBox, OPLinnovate and nCino. 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	WestBridge Capital, IIFL Finance & 25 others	69/100
2nd	OPLinnovate 2015, Ahmedabad (India), Series B	White label solutions for financial institutions	$14.2M	Mobile Search Engine, Capitaworld Global ... & 28 others	67/100
3rd	nCino 2011, Wilmington (United States), Public	Provider of a platform for digitizing and reengineering financial service processes	$222M	T. Rowe Price, Salesforce Ventures & 20 others	67/100
4th	MeridianLink 1998, Costa Mesa (United States), Acquired	Loan life cycle management systems for lenders and financial institutions	-	EJF Ventures, Serent Capital	65/100
5th	Peach Finance 2018, Oakland (United States), Acquired	Software for loan life cycle management	$35.8M	Canapi Ventures, Caffeinated Capital & 2 others	65/100
6th	Perfios 2008, Bengaluru (India), Series D	Provider of AI-driven platform for financial analysis, verification, and decisioning	$435M	Bessemer Venture Partners, Warburg Pincus ... & 30 others	63/100
7th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
8th	Finley 2021, San Francisco (United States), Acquired	Software-based credit cycle management solutions for businesses	$20.1M	CRV, Bain Capital Ventures & 7 others	62/100
9th	Casca 2023, San Francisco (United States), Series A	Provider of AI-powered loan origination system for banks	$33M	Canapi Ventures, Peterson Ventures & 9 others	62/100
10th	Turnkey Lender 2014, Austin (United States), Series A	AI-driven loan origination and management software for banks and non-bank lenders	$18.1M	OSK Ventures International Berhad, DEG & 12 others	61/100