# Cassidy

> Cassidy is a New York-based enterprise AI platform that lets non-technical teams build AI agents and multi-step automations powered by their own internal company data. By connecting large language models to a business's knowledge base, tools, and real-time data, Cassidy automates complex, context-heavy workflows - customer support triage, RFP responses, CRM updates from sales calls, lead qualification and internal knowledge sharing - without writing code. Founded in 2023 by Justin Fineberg and Ian Woodfill, the company raised a $10M Series A in 2025 and is used by more than 20,000 teams.

- **Founded:** 2023
- **Headquarters:** New York, New York, United States
- **Founders:** Justin Fineberg (Co-Founder & CEO), Ian Woodfill (Co-Founder & CTO)
- **Team size:** 44
- **Products:** Agents, Workflows, Knowledge Base, Meetings
- **Notable:** Grew from a small pilot group to 20,000+ teams using the platform, Raised $13.7M total ($3.7M seed in 2024, $10M Series A in 2025), Adopted by enterprises including NTT Data, Justworks and Multiverse

## Products & services

- **Agents** — AI teammates that handle complex business processes, reason through nuanced decisions, and execute across connected tools with human-in-the-loop guardrails.
- **Workflows** — No-code, multi-step automations that chain AI actions and tool integrations to drive business outcomes without writing code.
- **Knowledge Base** — A unified context layer that syncs documents, wikis and data sources so AI stays grounded in real, up-to-date company information.
- **Meetings** — Turns conversations and calls into actions - meeting summaries, CRM updates and follow-up automations.

## Achievements

- Grew from a small pilot group to 20,000+ teams using the platform
- Raised $13.7M total ($3.7M seed in 2024, $10M Series A in 2025)
- Adopted by enterprises including NTT Data, Justworks and Multiverse
- Achieved SOC 2 Type II, GDPR, HIPAA and CASA compliance
- Featured by Microsoft as an Azure OpenAI Service customer story

## Latest updates

- **2025-09** — Raised $10M Series A led by HOF Capital, bringing total funding to $13.7M.
- **2025-09** — Reported 20,000+ teams on the platform and expansion into insurance, benefits, manufacturing and professional services verticals.
- **2024-08** — Raised $3.7M seed round led by The General Partnership to build automations powered by internal company data.

## Links

- Website: https://cassidyai.com
- LinkedIn: https://www.linkedin.com/company/cassidyai
- Twitter/X: https://x.com/JustinFineberg
- YouTube: https://www.youtube.com/@justinfineberg
- Instagram: https://www.instagram.com/justinfineberg
- TikTok: https://www.tiktok.com/@justinfineberg

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Profile page: https://yespress.io/cassidy
Published by YesPress — https://yespress.io
Last updated: 2026-07-22