Codat logo — The advisory intelligence platform commercial banks trust to...

Codat

The advisory intelligence platform commercial banks trust to turn client financial data into real-time insight.

Founded 2017 United Kingdom London, United Kingdom 108 employees Series C Total: $157.50M Fintech, Banking

General Information

Company Name Codat
Founded Year 2017
Location United Kingdom London, United Kingdom +2
Founders / Decision Makers
Team member Team member
Employees 108
Industries Fintech, Banking
Funding Stage Series C

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AI Insight

Bounce Watch AI
3 weeks ago

Codat is demonstrating active strategic growth through both product enhancement and team expansion. A recent focus on integrating bank transaction and ERP data to provide richer payment context underscores their commitment to strengthening their core advisory intelligence platform for commercial banks. Concurrently, the company is actively recruiting for 10 new positions, signaling a scaling of operations to support ongoing development and market expansion.

Signal Types
Product Launch Hiring
Strategic Labels
Product Enhancement Team Growth Financial Data Integration
Next Move: Expansion
·
Impact: 7/10
·
Ideal For: Fintech Infrastructure Growth Investors

About Codat

Codat, founded in 2017, is a leading player in the Fintech and Banking industries, headquartered in the United Kingdom. The company positions itself as "The advisory intelligence platform commercial banks trust to turn client financial data into real-time insight." By providing rich, specialized data and integrated workflows, Codat aims to empower commercial banks to enhance client relationships and drive revenue growth.

Backed by industry giants such as JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat boasts over 350,000 successful connections to business customers’ financial systems, showcasing its reliability. The company received a $100.00M Series C investment on 01 June 2022, with notable contributions from Index Ventures, Canapi Ventures, Shopify, Plaid, Morgan Partners, and PayPal Ventures. These investments highlight strong confidence in Codat's potential to provide actionable, strategic advantages for modern commercial banking.

Taxonomy: Advisory Intelligence, Commercial Banking, Financial Data, Real-Time Insight, API Integration, Financial Technology, Business Connectivity, Strategic Insights, Integrated Workflows, SaaS Provider, Small Business Solutions, Banking Relationships, Revenue Growth

Services & Products

Advisory intelligence for banks
Spend and working capital insights
ERP data integration
API-driven financial product development
Automated underwriting and monitoring tools

Target Customers

Commercial banks Fintech companies Business lenders Payment platforms Treasury sales teams

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series C •••••• 6
Investor Investor Investor Investor Investor
•••• ••••
01 Jun 2022
Series B •••••• 6
Investor Investor Investor
•••• ••••
01 Jul 2021
Series A •••••• 2
Investor
•••• ••••
01 Mar 2021
Series A •••••• 1 •••• •••• 01 Aug 2020
Grant •••••• 1 •••• •••• 01 Jun 2019

View All 6 Funding Rounds

Codat Alternatives & Competitors

View All Alternatives
Codat vs
Autobooks
Autobooks United States

Autobooks helps grow deposits, differentiate digital banking channels, & better serve small business...

Series C
85 employees
E-Commerce, Financial Services
Codat vs
AGD Bank
AGD Bank Myanmar

The bank that grows with you.

331 employees
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Codat vs
Greenwood
Greenwood United States

Modern Finance for the Culture

Series B
180 employees
Financial Services, Fintech

FAQ About Codat

The advisory intelligence platform commercial banks trust to turn client financial data into real-time insight.
Codat was founded in 2017.
Codat is headquartered in London, United Kingdom.
Codat operates in the following industries: Fintech, Banking.
Codat has approximately 108 employees.
Codat has completed 6 funding rounds, raising a total of $157.50M. The latest funding stage is Series C.
Codat offers: Advisory intelligence for banks, Spend and working capital insights, ERP data integration, API-driven financial product development, Automated underwriting and monitoring tools.
Top alternatives and competitors to Codat include Autobooks, AGD Bank, Greenwood, flexibility, OneUp. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Codat and Autobooks are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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