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Companies

Troutwood

Financial planning app for consumers and advisors

Raised to date

$2.9M

of $8M offered across 1 Form D filing

Still open
$5.1M
Investors
8
Last filed
Mar 20, 2026

About

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.

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

  • EquityFiled Mar 20, 2026Form D
    $2.9M/ $8M

Product

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

Built for

Financial advisors and institutions — banks, credit unions, retirement plans, employers, and universities — that deliver planning to end individuals, plus consumers and students using the free app

People on file