Skip to content
Era Finance logo — AI agents that manage your money

Era Finance

AI agents that manage your money

Founded 2023 United States San Francisco, United States 19 employees Seed Total: $9.30M AI, Financial Services +1

General Information

Company Name Era Finance
Founded Year 2023
Location United States San Francisco, United States
Employees 19
Industries AI, Financial Services, Fintech
Funding Stage Seed
Business Model B2C, SaaS, Freemium
Revenue Model Freemium, Subscription, Usage Based
Social

BounceWatch is an independent company data service, not affiliated with Era Finance. To contact Era Finance, visit era.app.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Era Finance compare?

A PDF of Era Finance and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Era Finance soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Era Finance

Era Finance, founded in 2023, is carving a niche in the intersection of AI and Financial Services. Headquartered in the United States, the company positions itself with the slogan: "AI agents that manage your money." Their core value proposition lies in offering a comprehensive financial management platform that uses artificial intelligence to streamline activities such as taxes, spending, saving, and investments, aiming to maximize user returns.

In terms of funding, Era Finance secured a significant $6.20M in a Seed Round investment on 12 February 2025. This round was backed by prominent investors, including MaC Venture Capital, Northzone, Third Kind Venture Capital, K5 Ventures, Protagonist, and Clocktower Technology Ventures. The firm's innovative approach to integrating AI in personal finance management has garnered attention, making Era Finance a promising player for potential investors seeking exposure in AI-driven financial solutions.

Business keywords: AI-driven financial management, tax optimization, spending analysis, savings strategy, investment management, personal finance automation, money management, AI agents for finance

Services & Products

Context: AI connectivity for financial data
Agency: Companion app for financial management
Thesis: Investing and portfolio analytics tool

Target Customers

Retail investors Small business owners Financial advisors Wealth managers Family offices AI developers

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed $6.20M 6
Clocktower Ventures, MaC Venture Capital +4
01 Feb 2025
Seed $3.10M 3
Designer Fund, Northzone +1
01 Nov 2023

Era Finance Alternatives & Competitors

View All Alternatives
Era Finance vs
Albert
Albert United States

Your personal financial assistant who knows it all and does it all for you.

Series C
310 employees
Finance, Financial Services
Era Finance vs
Plum
Plum United Kingdom

Growing your money for life

Debt Financing
323 employees
Finance, Financial Services
Era Finance vs
Snoop
Snoop United Kingdom

Say hello to Snoop. Smart, honest – and ridiculously loyal – Snoop works 24x7 to make you better off...

Acquired
130 employees
Financial Services, Fintech

FAQ About Era Finance

AI agents that manage your money
Era Finance was founded in 2023.
Era Finance is headquartered in San Francisco, United States.
Era Finance operates in AI, Financial Services and Fintech. Its work centres on AI-driven financial management, tax optimization, spending analysis and savings strategy. Its customers include Retail investors, Small business owners and Financial advisors.
Era Finance has a B2C, SaaS and Freemium business model. Its revenue comes from Freemium, Subscription and Usage Based.
Era Finance has approximately 19 employees.
Era Finance has completed 2 funding rounds, raising a total of $9.30M. The latest funding stage is Seed.
Era Finance offers: Context: AI connectivity for financial data, Agency: Companion app for financial management, Thesis: Investing and portfolio analytics tool.
Top alternatives and competitors to Era Finance include Albert, Plum, Snoop, Drahim | دراهم, KOHO. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Era Finance and Albert 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.

Source: BounceWatch company record for Era Finance, https://bouncewatch.com/company/era-finance, updated 23 July 2026. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Talk to an analyst Book a 7-day Readout