Paperwork logo — Financial wellbeing for everyone.

Paperwork

Financial wellbeing for everyone.

Founded 2019 United States Oakland, United States 32 employees Seed Total: $2.85M Financial Services, Fintech

General Information

Company Name Paperwork
Founded Year 2019
Location United States Oakland, United States +1
Employees 32
Industries Financial Services, Fintech
Funding Stage Seed
Social

Get notified when Paperwork moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Paperwork

Paperwork is a financial wellness startup that collaborates with banks, credit unions, and other financial institutions, aiming to enhance the financial health of their members. The company's key focus is to offer personalized financial health scoring and actionable insights, utilizing customer data to drive impactful suggestions for improved financial outcomes.

Founded in 2019 and headquartered in the United States, Paperwork addresses the prevalent financial vulnerability in America by harnessing the potential of mobile technology and fintech advancements. This initiative provides an engaging and measurable financial wellness program, surpassing the limitations of traditional financial literacy and education programs.

In a recent development, the company secured a $350.00K Seed Round investment from Sum Ventures on 22 January 2023. This funding is expected to further strengthen Paperwork's efforts in realizing its vision of delivering impactful financial wellbeing and peace of mind to its members.

With a sharp focus on personalized, comprehensive, and measurable financial wellness solutions, Paperwork attains significance in the Financial Services and Fintech sectors, offering a promising avenue for investors seeking to contribute to the enhancement of financial wellbeing on a broader scale.

Taxonomy: Financial wellness, Mobile technology, Data-driven insights, Financial institutions, Financial health scoring, Personalized insights, Customer data, Enterprise-grade, Financial literacy, Credit unions, Actionable insights, Measurable outcomes

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 1
Investor
22 Jan 2023
Seed Round •••••• 4
Investor Investor Investor
•••• ••••
25 Feb 2022

Paperwork Alternatives & Competitors

Paperwork vs
Vertice AI
Vertice AI United States

The intersection of marketing and AI for credit unions and community banks. Know the financial journ...

16 employees
AI, Analytics
Paperwork vs

ICUL is the non-profit trade association representing the interests of Iowa’s credit unions and thei...

11 employees
Financial Services, Marketing
Paperwork vs
BankSocial
BankSocial United States

BankSocial® is leading the global financial evolution through DeFi and DLT innovations

23 employees
Blockchain, Crypto

FAQ About Paperwork

Financial wellbeing for everyone.
Paperwork was founded in 2019.
Paperwork is headquartered in Oakland, United States.
Paperwork operates in the following industries: Financial Services, Fintech.
Paperwork has approximately 32 employees.
Paperwork has completed 2 funding rounds, raising a total of $2.85M. The latest funding stage is Seed.
Top alternatives and competitors to Paperwork include Vertice AI, Iowa Credit Union League, BankSocial, Project Finance, Chevron Federal Credit Union. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Paperwork and Vertice AI 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.

Don't just browse. Track.

Signal Tracker monitors Paperwork and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

One analytics cookie (Google Analytics). Cookie Policy