Acquisition
Mar 2026Concord 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
Company research
Public company, workplace, funding, and market signals
Overview
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
San Francisco, CA
New York, NY
Business model
SaaS
enterprise software
professional services
managed services
Funding
Stage
Acquired
Total raised
$20.1M
Latest round
Acquired · Mar 2026
People & investors
Leadership
Co-founder & CEO
Co-founder / CTO
Head of Operations
Capital Markets
Founders
Co-founder
Work & culture
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
competitive salary and benefits
remote-friendly work environment
two annual company retreats
Product & market
Pricing
Custom enterprise pricing; software plus services
Differentiators
- —Digitizes complex credit agreements into structured rules
- —Combines software with US-based servicing expertise
- —Launches in weeks rather than months
- —Works on top of core banking and loan management systems
- —Offers backup servicing, verification, and credit administration in one platform
- —Bank-grade security posture with SOC certifications
Technology
core banking system integrations
loan management system integrations
SS&C Geneva integration
SSO
role-based access control
VPN-based access
cloud-hosted databases
encryption at rest and in transit
audit logs
DOCX/XLSX generation
datalake analytics
AI agents / copilots
Customers
Valley Bank
Parafin
Navan (formerly TripActions)
Ramp
Trinity Capital
Banks and asset managers in private credit
Competitors
Cardo AI
Setpoint Technologies
Allvue Systems
nCino
FinBox
Scale & contact
Estimated revenue
Under $1M
Estimated monthly visits
10.5K
Traffic estimate as of Jun 2026
Signals & risks
Latest news
Finley 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.
Jobs and careers at Finley
0 jobs at Finley
No open positions
Check back later for new openings