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MOBILE & TELECOMMUNICATIONS | Mobile Software & Services / Accounting & Finance
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Founded Year

2015

Stage

Acquired | Acquired

Total Raised

$2.2M

About Trim

Trim is a financial health company that empowers customers across the United States to improve their financial lives.On April 26th, 2021, Trim was acquired by OneMain Financial. The terms of the transaction were not disclosed.

Trim Headquarter Location

2055 Market St

San Francisco, California, 94114,

United States

706-418-5816

Latest Trim News

OneMain Financial acquires Trim

Apr 28, 2021

Baltimore-based lending company OneMain Financial is planning to acquire money management app Trim to enhance its “digital features designed to help its more than 2.2 million customers progress to a better financial future.” Founded in 2015, Trim is a 60-plus team helping consumers manage their financial goals by negotiating bills, analyzing transaction data and enabling automated savings. It provides users the option to link to checking, brokerage, mortgage and other accounts. Among its many services, the company cancels unwanted subscriptions and tracks customer spending. The company has raised close to $12 million since its inception and has over 600,000 users who have linked bank accounts. It claims to deliver about $90 in annual savings to customers. “The acquisition of Trim allows OneMain to further expand the ways we help hardworking Americans improve their financial well-being by supporting them in gaining more control over their finances. It advances our vision of providing solutions that enable a better future for customers. Over the past year we have sharpened our focus on driving innovation for our customers, including doubling down on our commitment to financial wellness .” – Doug Shulman, Chairman and CEO of OneMain Financial . “Our mission at Trim has been to solve our users’ financial problems so that they can live the lives they want. In 2015, we started by tackling spending. As we grew, we addressed bigger financial problems, helping our users organize, track and ultimately improve their finances. We are excited to continue advancing our vision as part of the OneMain team and help the company bring more options to millions of hardworking Americans.” – Thomas Smyth, CEO of Trim. Bottom Line: Clearcover announced its partnership with the company in 2019. Share this A really good email covering top news. Leave this field empty if you're human:

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Research containing Trim

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Trim in 2 CB Insights research briefs, most recently on Feb 10, 2021.

Expert Collections containing Trim

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Trim is included in 4 Expert Collections, including Banking.

B

Banking

1,090 items

W

Wealth Tech

1,150 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

A

Artificial Intelligence

8,323 items

This collection includes startups selling AI SaaS, using AI algorithms to develop their core products, and those developing hardware to support AI workloads.

F

Fintech

7,256 items

US-based companies

Trim Patents

Trim has filed 21 patents.

The 3 most popular patent topics include:

  • Aerodynamics
  • Attachment theory
  • Building engineering
patents chart

Application Date

Grant Date

Title

Related Topics

Status

7/25/2019

6/2/2020

Attachment theory, Human development, Interpersonal relationships, Aerodynamics, Fluid dynamics

Grant

Application Date

7/25/2019

Grant Date

6/2/2020

Title

Related Topics

Attachment theory, Human development, Interpersonal relationships, Aerodynamics, Fluid dynamics

Status

Grant

Trim Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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Trim Rank

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