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Embedded Financial
Fintech · Vancouver, United States · Founded 2020
Provides securities execution, clearing, settlement and custody APIs for broker-dealers, RIAs, banks and trust companies MoreLess
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.
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.
Keywords: API-driven, clearing, custody, financial technology, broker-dealers, RIAs, banks, trust companies, securities, infrastructure.
Company overview
Embedded Financial company information
The essential company record, classifications and operating signals in one place.
- Status
- Acquired
- Founded
- 2020
- Headquarters
- Vancouver, United States
- Employees
- 5
- Open positions
- None listed
- Dealroom signal
- 61.8
Valuation & funding
Embedded Financial funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITION✓Exit | Jun 2022 | $0 | — | FTX | ↗ |
| DEBT✓Debt | Oct 2021 | $40M | — | TriplePoint Capital | — |
| SERIES A✓Equity / VC | Oct 2021 | $20M | $80M | Global Founders Capital · SWS Ventures · Fin Capital · Bain Capital Ventures | — |
| SEED✓Equity / VC | Apr 2021 | $20M | $80M | Propel Venture Partners · Y Combinator · Lachy Groom · Bain Capital Ventures | — |
| SEED✓Equity / VC | Jun 2020 | $125K | $500K | Y Combinator | — |
| SEEDEquity / VC | Jan 2020 | Y Combinator · Alumni Ventures | — |
Financials
Workforce over time
Available workforce history. Financial fields without reported data are omitted.
| Year | Employees |
|---|---|
| 2026 | 4 |
| 2025 | 29 |
| 2024 | 29 |
| 2023 | 29 |
| 2022 | 29 |
| 2021 | 22 |
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.
Comparisons
Embedded Financial compared with similar companies
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Talent graph
Embedded Financial's talent
Source: Dealroom Talent Intelligence.
Investors
29 investors on Embedded Financial's cap table
Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.
Global footprint
Where Embedded Financial has talent and traffic
team presence
In the news
Latest news about Embedded Financial
Recent press, funding announcements, and product moves mentioning Embedded Financial — open to read from the original sources.
Market sentiment
What the market is saying about Embedded Financial
An AI-synthesized read of the highest-engagement posts about Embedded Financial on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
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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