# Fintary

> Fintary is an AI-powered revenue and commission operations platform built for insurance brokerages, carriers, and wealth firms. It automates the end-to-end commission lifecycle - data extraction, reconciliation, calculations, splits, overrides, bonuses, and payouts - while giving agencies real-time visibility into profitability by line, carrier, product, and producer. Founded in 2021 by former agency owner Qiyun Cai, the company turns the spreadsheet-heavy back office of insurance distribution into a source of growth.

- **Founded:** 2021
- **Headquarters:** San Mateo, California, United States
- **Founders:** Qiyun Cai (Co-founder & CEO), Yu Chen (Co-founder), Michael Lee (Co-founder)
- **Team size:** ~29 employees
- **Products:** Compensation Calculation & Reporting, Revenue Management, Business Insights & Analytics, White-Label Producer Portal
- **Notable:** Raised $10M Series A in November 2025, bringing total funding to $12.8M., Reduced commission reconciliation from weeks to minutes for clients., Case study: 34% gross profit increase within 60 days; client book value tripled from recovered revenue.

## Products & services

- **Compensation Calculation & Reporting** — Manages complex commission structures, hierarchies, splits, overrides, and bonuses, and generates producer-level reporting.
- **Revenue Management** — AI-powered data extraction from carrier statements, reconciliation, chargeback monitoring, and automated revenue gap identification.
- **Business Insights & Analytics** — Real-time profitability tracking by line, carrier, product, and agent, with forecasting tools.
- **White-Label Producer Portal** — 24/7 producer visibility into commissions, performance tracking, and custom reports under the agency's brand.

## Achievements

- Raised $10M Series A in November 2025, bringing total funding to $12.8M.
- Reduced commission reconciliation from weeks to minutes for clients.
- Case study: 34% gross profit increase within 60 days; client book value tripled from recovered revenue.
- Helped a client shrink a commission team from 5 people to 2 and move from monthly to weekly payouts.
- Reportedly saves agencies 15-40 hours weekly on commission processing.
- Founded by one of the few female founders in the insurtech commission space.

## Latest updates

- **2025-11** — Closed $10M Series A led by Infinity Ventures with Sierra Ventures, bringing total funding to $12.8M; plans to scale the team and extend its AI platform into broader insurance financial management.

## Links

- Website: https://www.fintary.com
- LinkedIn: https://www.linkedin.com/company/fintary

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Profile page: https://yespress.io/fintary
Published by YesPress — https://yespress.io
Last updated: 2026-06-09