Concord acquired Finley Technologies and brought Finley into Concord's capital markets platform; Jeremy Tsui moved to Concord as Managing Director, Capital Markets.
SourceStreamline your debt capital raise and management
Public company, workplace, funding, and market signals
Finley is a San Francisco-based debt capital management platform for banks, asset managers, private credit funds, and corporate borrowers. Its Credit Management System digitizes credit agreements and automates loan servicing, portfolio monitoring, reporting, and credit administration; in 2026, Finley joined Concord, expanding into backup servicing and verification services.
Primary product
Credit Management System
Founded
2020
Headquarters
San Francisco, California, United States
Team size
10-50
Work style
Flexible
Industry
Information Technology & Services
Sub-industry
Debt capital management / credit administration software
Offices
0 jobs at Finley
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Business model
Stage
Acquired
Total raised
$20.1M
Latest round
Acquired · Mar 2026
Leadership
Co-founder & CEO
Co-founder / CTO
Head of Operations
Capital Markets
Founders
Co-founder
Transparent, collaborative, high-trust, and high-velocity culture with frequent experimentation and close collaboration between engineering and subject-matter experts.
Work style
Flexible
Compensation
Publicly visible compensation signal is limited; the company advertises competitive salary and benefits and positions roles as high-growth startup opportunities.
Benefits
Pricing
Custom enterprise pricing; software plus services
Differentiators
Technology
Customers
Competitors
Estimated revenue
Under $1M
Estimated monthly visits
10.5K
Traffic estimate as of Jun 2026
Concord acquired Finley Technologies and brought Finley into Concord's capital markets platform; Jeremy Tsui moved to Concord as Managing Director, Capital Markets.
SourceFinley blog · Mar 2026
Finley announced expansion from software into backup servicing, verification, borrowing-base validation, collateral management, and fund administration via its combination with Concord.
Business Wire · Mar 2026
Concord announced the acquisition of Finley Technologies; the deal adds Finley's Credit Management System to Concord's capital markets offering and moves Jeremy Tsui into a Concord leadership role.
Finley blog · Jul 2025
Finley launched AI agents layered on top of its existing workflows for credit agreement digitization, loan servicing, and portfolio analysis.
PR Newswire · May 2025
Finley announced enhanced Monthly Servicer Reporting capabilities aimed at reducing collaboration, data, and knowledge-management friction for asset-based lending transactions.
PR Newswire · Feb 2025
Valley Bank implemented Finley's Credit Management System for post-origination loan operations, including collateral management and syndicated loan servicing.