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Method Financial Logo
Method Financial Growth Score
72
CB Rank
13778
Heat Score
65
Method Financial is a financial connectivity API for consumer liability data and payments.
Founded
obfuscation
PrivateSeries B New York, New York, United States11-50 methodfi.com
Financial Services
FinTech
Payments
Overview

Method Financial
Total Funding
obfuscation
Growth Score
72
Heat Score
65

Total Funding
obfuscation
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Series B raised
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Growth Score72
-2 pts
in past quarter
Heat Score 65
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Method Financial

CB Rank
13778
Method Financial is a financial connectivity API for consumer liability data and payments.
Founded
obfuscation
PrivateSeries B New York, New York, United States11-50 methodfi.com
Financial Services
FinTech
Payments

Funding Rounds

Series B
OBF
in
obfuscation
Series A
OBF
in
obfuscation
Pre-Seed
OBF
in
obfuscation

Key People

Details

Legal Name Forward Lending, Inc.
Also Known As Forward Lending, Method, MethodFi
Operating Status Active
Company Type For Profit
Founders  Jesus Marco del Carmen, Jose Bethancourt, Mit Shah
About the Company
Method Financial is a financial connectivity API for consumer liability data + payments. Method provides connectivity to consumer credit and liability accounts, enabling end-to-end refinance experiences, real-time account data access, and one-click checkout.
Contact Email team@methodfi.com
Diversity Spotlight 
Hispanic / Latine Founded
South Asian Founded
Southeast Asian Founded
Predictions & Insights

Growth Insight

See this Growth Insight
Method Financial is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

Method Connect
An API that connects users' credit and liability accounts across 15,000+ financial institutions using personal information and multi-factor authentication without requiring login credentials.
Method Data
Provides real-time, comprehensive financial liability data including balances, transactions, due dates, payoff quotes, credit limits, and interest rates from multiple sources.

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Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
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Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
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Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
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Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
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Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
obfuscation
Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
obfuscation
Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
obfuscation
Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B
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Series B - Method Financial Logo
Series B - Method Financial
7
obfuscation
Emergence CapitalSeries B

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 5 Contacts 22

Employee Profiles

News

News and Press

News•Dec 16, 2025
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News•Dec 16, 2025
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News•May 28, 2025
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News•Jan 31, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

15,531
33.85%
 in past month

IT Spend

$415.2KThis year, Method Financial is projected to spend $415.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Medical Devices Enterprise Resource Planning (ERP) Logo
Medical Devices Enterprise Resource Planning (ERP)
96
AI-Generated Answers Logo
AI-Generated Answers
91
3D Engines Logo
3D Engines
89

Active Website Tech Count

54Method Financial is actively using 54 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare, and  Mobile Non Scaleable Content.
Sub-Organizations
Frequently Asked Questions

Where is Method Financial's headquarters? Method Financial is located in New York, New York, United States.Who invested in Method Financial? Method Financial has 19 investors including Truist Ventures and  Y Combinator.When was the last funding round for Method Financial? Method Financial closed its last funding round on
obfuscation
from a Series B round.Who are Method Financial's competitors? Alternatives and possible competitors to Method Financial may include Plaid, Zest AI, and  Nova Credit.How much funding has Method Financial raised to date? Method Financial has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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