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Trace - About the company

Trace is a seed company based in San Francisco (United States), founded in 2024 by Saner Cakir and Kayla Lee. It operates as a Provider of AI-powered customer service agents for financial institutions. Trace has raised $500K in funding. The company has 679 active competitors, including 92 funded and 38 that have exited. Its top competitors include companies like Money Forward, Plum and Cleo.

Company Details

Provider of AI-powered customer service agents for financial institutions. These agents handle tasks such as transaction tracking, card applications, fraud complaints, and account lockouts within the institution's systems. The agents operate via secure APIs, providing responses through voice, chat, or email. They are designed to be multilingual, seamless, secure, and compliant with company policies. The technology is built on advanced research and aims to surpass traditional chatbot solutions, offering instant and consistent support with high first-contact resolution rates.
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Email ID
*****@tracetec.co
Phone Number
+1 **********
Key Metrics
Founded Year
2024
Location
San Francisco, United States
Stage
Seed
Total Funding
$500K in 1 round
Latest Funding Round
Ranked
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Trace's funding and investors

Trace has raised a total funding of $500K over 1 round. Its latest funding round was a Seed round on Feb 06, 2025 for $*****. 1 investor participated in its latest round. Trace has 3 institutional investors.

Here is the list of recent funding rounds of Trace:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
Feb 06, 2025
7132856
Seed
6989560
3752754
7182154
4769436
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Trace's founders and board of directors

Founder? Claim Profile
The founders of Trace are Saner Cakir and Kayla Lee. Saner Cakir is the CEO of Trace.
Here are the details of Trace's key team members:
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Trace's Competitors and alternates

Top competitors of Trace include Money Forward, Plum and Cleo. Here is the list of Top 10 competitors of Trace, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Money Forward
Money Forward
2012, Minato City (Japan), Public
Personal Finance Management with Multiple Account aggregation
$42.9M
86/100
2nd
Logo for Plum
Plum
2016, London (United Kingdom), Series B
AI-based automated spend management platform for individuals
$75.8M
78/100
3rd
Logo for Cleo
Cleo
Wilmington (United States), Series C
Provider of cloud and AI-based chatbots for personal finance
$175M
77/100
4th
Logo for Mint
Mint
2006, Mountain View (United States), Acquired
Provider of online personal finance management tools
$78.5M
76/100
5th
Logo for axio
axio
2013, Bengaluru (India), Acquired
Provider of an online lending platform offering point of sale financing
$206M
75/100
6th
Logo for Expensify
Expensify
2008, San Francisco (United States), Public
Provider of expense management software, corporate cards, and travel booking
$27.8M
74/100
7th
Logo for Monarch
Monarch
2018, Covina (United States), Series B
Online platform for expense management for couples, advisors, and employers
$94.8M
73/100
8th
Logo for Fintonic
Fintonic
2012, Madrid (Spain), Series C
App-based platform for personal financial management and personal loans
$54.8M
71/100
9th
Logo for Clara
Clara
2014, Cuauhtemoc (Mexico), Series B
An end-to-end corporate payment solution for companies
$204M
70/100
10th
Logo for Toss
Toss
2011, Seoul (South Korea), Series G
Provider of an app-based platform for banking investment and insurance management
$1.25B
69/100
115th
Logo for Trace
Trace
2024, San Francisco (United States), Seed
Provider of AI-powered customer service agents for financial institutions
$500K
36/100
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Trace's Investments and acquisitions

Trace has made no investments or acquisitions yet.

Reports related to Trace

Here is the latest report on Trace's geography:

FAQs about Trace

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