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Pinwheel provides a platform designed to simplify financial processes for banks, lenders, and cryptocurrency companies. Its main product, Deposit Switch, automates the switching of direct deposits, allowing clients to become the primary financial institution for their customers, which can lead to increased profitability and customer loyalty. The platform also offers insights into customer earnings from payroll and attendance systems, enabling tailored financial products. Additionally, Pinwheel automates tax form retrieval and income verification, which helps manage lending risks and improve underwriting models. Unlike many competitors, Pinwheel focuses on automating manual tasks and providing actionable insights to enhance the financial health of end customers. The goal of Pinwheel is to streamline financial operations and improve the overall customer experience in the financial services market.
Company Stage
Series B
Employees
51-200
Industries
Financial Services, Fintech
Total Funding
$77M
Headquarters
N/A
Founded
2018
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