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FINSYNC's Overview

Total employees63
HeadquartersNew York
Founded2011

Finsync is a comprehensive SaaS platform designed as an operating system for financial services firms, including financial advisors, CPAs, and insurance professionals. It aims to streamline workflows, enhance client communication, and improve operational efficiency by providing a unified hub for secure file sharing, e-signatures, task management, client messaging, and team collaboration, recently enhanced with AI capabilities. Finsync helps professionals manage their practice more effectively, ensuring compliance and fostering better client relationships.

Where is FINSYNC's Headquarters?

HQ Function

Core operations including strategic direction, product innovation, business development, and administration are centered around its New York base, likely supported by a distributed or remote team.

Notable Features:

As a modern technology company, Finsync likely utilizes contemporary office solutions or embraces a distributed remote work model. Specific architectural details of a central, large-scale physical office are not publicly highlighted.

Work Culture:

Finsync fosters a dynamic, innovative, and fast-paced environment typical of SaaS startups. The culture likely emphasizes collaboration, customer-centricity, technological advancement, agility, and problem-solving to meet the evolving needs of financial professionals.

HQ Significance:

The New York City designation places Finsync in proximity to a vast ecosystem of financial institutions, potential clients, partners, and a rich talent pool in both finance and technology, crucial for a FinTech company.

Values Reflected in HQ: The company's operational approach, whether physical or remote, would reflect its core values of efficiency, security, client-centricity, and innovation in serving the financial services sector.

Location:

While Finsync is headquartered in the United States and primarily serves the North American market, its SaaS platform is architected to be accessible to financial professionals globally. The platform's features for secure communication, document management, and workflow automation can be utilized by users internationally. Finsync's operational model, likely incorporating a distributed team, also supports a broader reach for talent and client engagement beyond its physical registered location.

Street Address:

[Specific Operational Street Address Not Publicly Detailed]

City:

New York

State/Province:

New York

Country:

United States

FINSYNC's Global Presence

Distributed (Remote)

Address: N/A - Primarily Remote Workforce

Leveraging a remote workforce enables Finsync to access a wider talent pool, offer flexibility, and potentially provide support across various time zones, enhancing their responsiveness and innovation capabilities without maintaining multiple physical office locations.

Buying Intent Signals for FINSYNC

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of FINSYNC

As of April 2025, FINSYNC' leadership includes:

Daniel Garatea - Co-Founder & CEO
Michael Kofman - Co-Founder & CTO
Tucker Severide - Co-Founder & CRO

Investors of FINSYNC

FINSYNC has been backed by several prominent investors over the years, including:

Global Founders Capital
Goat Capital
Y Combinator
Clocktower Technology Ventures
On Deck (ODX)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Finsync's executive leadership, comprising its co-founders, has maintained stability since its inception. As a growth-stage startup, significant C-suite changes are less common. No major executive hires or departures have been publicly announced in the last 12 months.

Technology (Tech Stack) used by FINSYNC

Discover the tools FINSYNC uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

FINSYNC Email Formats and Examples

Finsync commonly uses the [first name]@[companyname].com email format for its employees. This is a prevalent and straightforward format among technology companies, making it easier to reach out to team members.

first@finsync.com

Format

daniel@finsync.com

Example

95%

Success rate

News and media

Finsync BlogOctober 25, 2023

Finsync Introduces Finsync AI: The Future of Client Communication for Financial Professionals

Finsync announced the launch of Finsync AI, a new set of features integrated into its platform. This AI-driven enhancement is designed to help financial professionals draft emails, summarize client conversations, and streamline communication workflows, thereby boosting productivity and client engagement....more

Finsync BlogMay 10, 2023

Finsync Releases Custom Branded Client Portal Feature

Finsync rolled out a significant platform update with the introduction of a custom-branded client portal. This feature allows financial advisors and firms to personalize the client interface with their own branding, enhancing the professional appearance and client experience when using the Finsync platform for secure interactions....more

FinSMEsJanuary 25, 2022

Finsync Raises USD2.3M in Pre-Seed Funding

Finsync, a New York-based company developing a comprehensive operating system for financial services, secured $2.3 million in pre-seed funding. The round was co-led by Global Founders Capital and Goat Capital, with participation from Y Combinator and On Deck (ODX), to fuel product development and market expansion....more

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