A leading financial-data platform that turns raw financial data into actionable intelligence for deposits, loans, and lifetime value.
Founded: 2010
Headquarters: Lehi, UT, USA
Ownership: Private (late-stage)
Funding / valuation: ~$300M+; Series C $100M (2019)
Serves: Both + fintechs — All tiers
Notable customers: 2,000+ FI and fintech partners
Core integrations: Broad API
Capabilities: Connectivity; Data Enhancement; Financial Insights; Personal Financial Management; Mobile Banking; Instant Account Verifications
Compliance watch-outs
When FI data powers targeted offers, targeting and content together create fair-lending and UDAAP considerations worth reviewing.
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