Trim
Financial Software · California, United States · 11-50 Employees
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Overview
Headquarters
1 Sutter St Ste 500, San Francisco, Cali...Phone Number
(706) 418-5816Website
www.asktrim.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
3
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About Trim
Trim is an AI-powered financial assistant platform founded in 2015 that helps users manage their financial lives automatically. The company began by offering subscription cancellation services and has expanded to include features such as bill negotiation and price protection for online purchases. Trim aims to simplify financial management by automating decisions about retirement planning, credit card selection, and insurance optimization. The technology functions as a comprehensive financial management tool, designed to help users avoid common financial pitfalls like credit card debt and excessive insurance costs while working toward long-term financial health. Trim operates in both B2B and B2C markets, providing technology solutions that make personal finance management more accessible and efficient.Explore more
Trim Org Chart
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Activity Insights
Trim is experiencing very low activity levels compared to other companies in the Software sector.
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Trim is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Trim.
Trim financials insights
Gather financial insights about Trim, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2016
Angel/Seed
$2.2M
2020
Debt
$350K
Trim Tech Stack
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Most Recent Scoops
Open Position
Mergers & Acquisitions (M&A)
Funding
Trim has received an SBA PPP loan for $350,000-1 million from First Republic Bank, supporting the retention of 10 jobs.
Funding
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Trim is an AI-powered financial assistant platform founded in 2015 that helps users manage their financial lives automatically. The company began by offering subscription cancellation services and has expanded to include features such as bill negotiation and price protection for online purchases. Trim aims to simplify financial management by automa... Read More
