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Embedded Financial

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Provides securities execution, clearing, settlement and custody APIs for broker-dealers, RIAs, banks and trust companies

Vancouver, United StatesFounded 2020Fintech
Valuation $50–100M Last recorded · 2021
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Embedded Financial and the history behind them.

About Embedded Financial

Embed Financial Technologies Inc. is a cutting-edge financial technology company specializing in providing modern clearing and custody solutions through APIs (Application Programming Interfaces). The company operates primarily in the financial services market, catering to broker-dealers, Registered Investment Advisors (RIAs), banks, and trust companies. These clients use Embed's technology to integrate investment functionalities into their own products seamlessly.

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Embed's core offering revolves around its API-driven architecture, which allows financial institutions to execute, clear, settle, and custody securities efficiently. This means that Embed provides the backend infrastructure that enables these institutions to manage their clients' investments without having to build the technology from scratch. By leveraging Embed's solutions, clients can focus on their core business while Embed handles the complex processes involved in securities transactions.

The business model of Embed is based on providing these API services to its clients, who pay for access and usage. This could be through a subscription model, transaction fees, or a combination of both. The company ensures that its clients' investment products remain operational and up-to-date through its event-driven architecture, which means the system responds to real-time events to keep everything running smoothly.

Embed makes money by charging its clients for the use of its APIs and related services. This can include fees for each transaction processed, monthly or annual subscription fees for access to the platform, and possibly additional charges for premium features or higher levels of service.

In summary, Embed Financial Technologies Inc. is a specialized provider of API-driven clearing and custody solutions for financial institutions, enabling them to integrate investment functionalities into their products efficiently and effectively.

Source: Dealroom company data

At a glance

Status
Acquired
Founded
2020
Headquarters
Vancouver, United States
Employees
5
Open positions
None listed
Dealroom signal
61.8/100
Industry
Fintech
Sub-industry
Wealth Management
Sector
Fintech, API, YC S20
Business model
SaaS
Client focus
b2b

Funding history

6 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITION✓Exit Jun 2022 $0 — FTX ↗
DEBT✓Debt Oct 2021 $40M — TriplePoint Capital —
Showing the latest 2 of 6 recorded eventsBook a demo for the full funding history →

Growth signals

Embedded Financial website traffic

Latest recorded traffic for Embedded Financial is 230 monthly website visits, down 94.9% over the last three months. Embedded Financial's team declined 82.8% over the past year.

Latest monthly visits230 3-month web change-94.9% 1-year team growth-82.8%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

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Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

29 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed9 investors entered at this stage

Series A6 investors entered at this stage

Series B and later1 investor entered at this stage

Other known investors13 additional known investors

Team profiled 5 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators Hidden — book a demo quality score
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Embedded Financial on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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