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Terafina

Full company profile

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Namestring
Terafina
Legal namestring
Terafina Inc
Websiteurl
terafinainc.com
Company typeenum
Private
Founded yearint
2014
Short descriptiontext

Terafina provides digital account opening services that unify the account opening experience across online, branch, and call center channels for community banks. Founded in 2014 and headquartered in San Francisco, the firm operates with 51-100 employees.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersSan Francisco, United States
HQ citystring
San Francisco
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
digital account opening, omnichannel banking, community banking software, account onboarding platform, banking digitalization
Industry1 code
1Digital Account Opening & Onboarding (eKYC, eSignature, Origination)
CodeFSAGAAABPrimaryYes
SIC code1 code
  • Services-Computer Integrated Systems Design7373
Product category
Digital Account Opening Software
Social media profiles2 records
Cost components4 values
Personnel, Technology or R&D, Marketing or Sales, Operations
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

Terafina provides digital account opening services that unify the customer experience across online, branch, and call center channels. The offering is targeted at community banks seeking to digitize and streamline their account opening workflows through a single integrated platform.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Terafina Inc is a company currently in pre-launch status with a website displaying "Launching Soon" messaging. No product portfolio, named offerings, or service details are available from the source content.

Product and service1 record
1Digital Account Opening Services
CategoryDigital Account Opening / Banking Onboarding
Description

Digital account opening services that unify the account opening experience across online, branch, and call center channels, designed for community banks.

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight3 records

Each record includes

Type, Description

Market position
Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights4 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Terafina

Digital Account Opening Softwareterafinainc.com

Terafina provides digital account opening services that unify the account opening experience across online, branch, and call center channels for community banks. Founded in 2014 and headquartered in San Francisco, the firm operates with 51-100 employees.

Terafina firmographics

Firmographics
Name
Terafina
Legal name
Terafina Inc
Website
https://terafinainc.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
51–100 employees
Short description
Terafina provides digital account opening services that unify the account opening experience across online, branch, and call center channels for community banks. Founded in 2014 and headquartered in San Francisco, the firm operates with 51-100 employees.
Ownership category
akta.pro rank

Terafina industry classification

Industry
Product category
Digital Account Opening Software
SIC
Services-Computer Integrated Systems Design (7373)
akta.pro primary industry
Digital Account Opening & Onboarding (eKYC, eSignature, Origination) (FSAGAAAB)

Keywords

  • Digital account opening
  • Omnichannel banking
  • Community banking software
  • Account onboarding platform
  • Banking digitalization

Where Terafina is headquartered

Location

Headquarters

HQ city
San Francisco
HQ country
United States
HQ region
North America

Markets served

Terafina business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations

Terafina product offering

Product offering

Core offering

Terafina provides digital account opening services that unify the customer experience across online, branch, and call center channels. The offering is targeted at community banks seeking to digitize and streamline their account opening workflows through a single integrated platform.

Product overview

Terafina Inc is a company currently in pre-launch status with a website displaying "Launching Soon" messaging. No product portfolio, named offerings, or service details are available from the source content.

Differentiator

Problem solved

Functional benefit

Products and services

  • Digital Account Opening Services Digital account opening services that unify the account opening experience across online, branch, and call center channels, designed for community banks.

Companies that use Terafina

Customer profile

Ideal customer profiles1 record

Terafina technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Terafina partnerships and signals

Strategic signal

Recent moves4 records

Expansion highlights3 records

Terafina competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

Terafina social profiles

Digital presence

Terafina financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Terafina leadership team

Management profile

Number of profiles

Profiles2 records

Terafina funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Terafina M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Terafina

What does Terafina do?

Terafina provides digital account opening services that unify the customer experience across online, branch, and call center channels. The offering is targeted at community banks seeking to digitize and streamline their account opening workflows through a single integrated platform.

Is Terafina a public or private company?

Terafina is a private company. It is classified as unknown and is currently operating.

When was Terafina founded?

Terafina was founded in 2014. It employs 51 to 100 people.

Where is Terafina based?

Terafina is headquartered in San Francisco, United States, in the North America region.

Does Terafina have an API?

No public API is recorded for Terafina.

What industry is Terafina in?

Terafina's product category is Digital Account Opening Software. Its primary akta.pro industry code is FSAGAAAB, Digital Account Opening & Onboarding (eKYC, eSignature, Origination). Its SIC code is 7373.

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Live signals
YahooCandescent's Terafina Helps Fidelity Bank Turn Leads Into Funded Accounts in a Single SessionFidelity Bank launched a Terafina-powered digital account opening experience that takes customers from selection to funding in one session. The $1.2 billion community bank serves 33,000 customers across 18 branches. Terafina's API-first architecture includes 110+ pre-built connectors for future growth.GlobeNewswireWashington Trust Bank is Open for Business Using Terafina Inc.’s Digital Account Opening PlatformWashington Trust Bank launched a digital account opening platform via Terafina Inc., reporting a 192% increase in new online accounts between January and April. The bank also saw a 143% rise in unique page views, and Terafina's platform aims to deepen client relationships beyond the initial 30-60-90 day cycle.GlobeNewswireIn 4 Weeks or Less: Get a Fasttrack Digital Storefront Up with Terafina Inc. to Onboard New Consumer and New Small Business CustomersTerafina Inc. announced its Fasttrack Digital Storefront, which lets banks and credit unions onboard new consumer and small business customers in under four weeks. The platform includes real-time KYC/KYB and supports deposit gathering and loan onboarding, including SBA loan programs. The company cites CenterState Bank as a client partner.GlobeNewswirePatelco Selects Terafina for Long-Term Omnichannel StrategyPatelco, a credit union with over $4 billion in assets and 280,000 members, selected Terafina's omnichannel sales platform to create a seamless member experience across channels. The platform supports Patelco's long-term growth strategy by integrating digital sales with physical branches and enabling quick launch of new offerings.GlobeNewswireTerafina Launches Its Solution on Salesforce1 AppExchange, the World's Leading Business Apps MarketplaceTerafina launched its omni-channel sales platform on Salesforce1 AppExchange, combining digital, branch, and call center channels for financial institutions. The solution provides real-time visibility across sales interactions and is built on Salesforce1's social, mobile, and cloud technologies.GlobeNewswireTerafina Standardizes on DocuSign to Help Global Sales Organizations Go Fully DigitalTerafina announced it has standardized on DocuSign for Digital Transaction Management to help enterprise sales organizations achieve digital transformation. The integration enables paperless transactions, faster application completion, and automated back-end document processing. DocuSign's CEO Neil Hudspith said companies will be fully digital by the end of the decade.