Trovata is a data-driven enterprise fintech platform that is 20 years in the making. Our Founder & CEO has spent his entire career in finance at both public and private high-growth companies -- CPA at Deloitte; Controller roles; SEC Reporting at Amazon; and CFO of three tech startups since 2005. At each stop along the journey, cash & reporting have always been a major focus. In addition, he had a front row seat to the transformation of enterprise IT by AWS as a co-founder in his last startup.
Along with these experiences, we recognized two major trends that led to the development of our underlying thesis: (1) the rise of consumer bank aggregators driving fintech would lead to direct APIs for commercial banking and treasury services from all major banks globally (Open Banking); and (2) the cloud transformation of enterprise IT would lead to major disruption in finance and treasury operations.
Trovata was launched in 2016 to lead a wave of data-driven automation in cash management, and our thesis was validated with a strategic investment by JP Morgan Chase in 2018.
Founder / CEO
Experienced senior executive with over 20 years in public & private high-growth technology companies. For the past 12 years, Brett has developed a strong track record for building, financing, and growing technology startups through the early stage to successful exit. Since leaving Amazon in 2005, he’s raised over $100M in equity and venture debt financing and generated over $500M in exit value for shareholders. Brett is a Seattle native with a BA in Accounting from Seattle Pacific University.
CTO
Joseph has been at the forefront of digital transformation in banking since leading product management as head of the innovation labs and mobile banking teams of Capital One. Before that, he served as Director of Strategy at Punchkick Interactive, a mobile app design firm, where he was responsible for the global mobile re-platform of the Marriott Mobile Digital experience which included mobile keyless entry and global concierge logistics. Joseph is a Chicago native and graduated with a BA in Political Science & Economics from Loyola University of Chicago.
VP of Sales
Dave has been working with CFO’s on addressing critical business challenges like Supply Chain Optimization, Human Capital Management, and Financial Close improvements for almost a decade. In 2014 he joined LA-based FloQast as the Head of Sales & Alliances where he helped scale the company from 6 to 100 employees through three rounds of funding in under three years. He's also managed partnerships with industry-leading global banks and ERP providers. Dave is a Southern California native, and holds a BA in International Affairs from George Washington University.
We’re currently hiring for roles in our San Diego office across Sales, Business Development, Marketing, Engineering, Finance, HR, and Compliance. If you are interested in joining a high-performance team, please submit a resume to careers@trovata.io
Tired of all the manual work and headaches around cash reporting? We’d love to hear from you. Even if you’re just curious about ways to improve your cash management process, send us a note and we’ll be happy to answer any questions you might have.
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