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Total raised

$2.9M

+$2.9M this year

1 filing since 2026 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $2.9M
ROUNDS
1
INVESTORS
8
FOUNDED
2024
HQ
Pittsburg, PA
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
N/A

AI overview

Updated

Troutwood is a Pittsburgh, Pennsylvania financial planning and engagement platform that came out of Carnegie Mellon University's Swartz Center for Entrepreneurship. It offers a consumer app that lets people model income and expenses, set savings goals, and build a personal financial plan, alongside an advisor-facing dashboard sold to financial advisors, banks, credit unions, retirement plans, employers, and universities. The company states it is not a broker-dealer or RIA and positions its guidance as conflict-free.

What sets it apart

Conflict-free positioning — Troutwood is neither a broker-dealer nor an RIA, so its planning tools carry no product-sales incentive — combined with behavioral-finance framing and plain-language education tools such as its Finglish (finance-to-English) library.

Funding history

1 round
EquityMar 10, 2026
Form D
+$2.9M$2.9M total

Latest SEC filings

via EDGAR · CIK 0002042754
Form D · Mar 10, 2026View on EDGAR

Products

1 tracked

Troutwood financial planning platform

Financial planning software

A mobile and desktop financial planning platform pairing a free consumer plan builder with an advisor dashboard that aggregates client budgets, balance sheets, and financial data in one view.

  • Personal financial plan with a "Save First" goal and likelihood of achievement
  • Budgeting from actual cost-of-living data
  • Advisor dashboard with unified client financial data
  • Direct messaging to plan participants without record-keeper integration