Overview
Trovata is an API-native treasury platform founded in 2016 in San Diego, California by Brett Turner (CEO, former Amazon SEC reporting, 3x startup CFO). The company has raised $56.8M+ including a $27M Series B in June 2022 and acquired ATOM TMS in 2024/2025 to expand into larger enterprise.
Highlights
- Founder credentials: Brett Turner’s Amazon finance and 3x CFO experience
- “First API-native” positioning: Direct bank API connections vs. legacy file-based approaches
- “Plaid for corporate treasury” concept: 50+ enterprise banks, 2,000+ business banks connected
- Fast deployment: Minutes, not months for implementation
- ATOM acquisition: Enterprise TMS capabilities (2024/2025) for $3B+ annual revenue companies
- Open Banking philosophy: Consumerized UX for enterprise treasury
- Key bank partnerships: J.P. Morgan, Wells Fargo, Capital One, PNC, Swift
- Use cases: Cash visibility, cash forecasting, bank connectivity, payment initiation, treasury analytics
Founded
2016 in San Diego, California. Founded by Brett Turner (CEO; former Amazon SEC reporting; 3x startup CFO).
Headquarters
San Diego/Solana Beach, California.
Ownership and funding
Independent. Acquired ATOM TMS (2024/2025). Raised $56.8M+ (Series B: $27M, June 2022).
Core technology
First API-native treasury platform, direct bank API connections (50+ enterprise banks, 2,000+ business banks). “Plaid for corporate treasury.” Fast deployment (minutes, not months).
Market position
Mid-market to large enterprises ($3B+ annual revenue with ATOM).
Product philosophy
“Open Banking” + cloud transformation, consumerized UX for enterprise treasury.
Key integrations
J.P. Morgan, Wells Fargo, Capital One, PNC; Swift partnership.