Our mission is to improve the financial health of all businesses so their people can thrive.

Trace builds technology to help businesses make better financial decisions. Our platform is the workflow and analytics engine to get businesses from plans to execution.

Trusted by Leading Finance Teams

Our Values

Be a good person.

We treat people well and take care of each other.

Put the team first.

We put the team above ourselves.

And, action!

We move fast in everything we do and have a bias towards action.

We embrace clarity.

We work to provide clear thinking in all of our communications.

We're always learning.

We're always learning and aren't afraid of failure because we know it'll make us stronger.

We're relentless.

We know where we're going and nothing will stop us from getting there.

Life at Trace

We look for good people to work with above all else. Our team has a passion for technology, finance, and design. We love to learn, eat good food, and laugh.

San Francisco HQ

Most of our team works from our San Francisco office located in the SOMA neighborhood. We have a great rotation of local lunch spots!


We have teammates in New York, Chicago, and Montana. All of our work is online and our operations are optimized for remote collaboration. We get together once a quarter and always have a great time!

Our Investors

Let's build the future of Strategic Finance together.

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Our Leadership Team

Our Advisors

Aaron Levie

Founder and CEO at Box.

Ajay Shah

CFO at Dropbox

Alex Bard

Partner at Redpoint. Founder of Assistly, EVP at Salesforce.

Anthony Pompliano

Founder and Partner at Morgan Creek Digital.

Bruce Wallace

Former COO at SVB and SVP at Wells Fargo.

Gautum Gupta

COO at Opendoor, Former Head of Finance at Uber.

Hans Morris

Founder of Nyca Partners. Former MD at General Atlantic, President Visa, CFO Citibank.

Henry Ward

Founder and CEO at Carta

Jay Simons

President at Atlassian.
Board Director Hubspot.

Lars Dalgaard

Founder of SuccessFactors and Luv Ventures.

Sarah Guo

General Partner at Greylock.

Scott Loftness

Founder at Glenbrook Partners and former EVP Visa. Author of "Payment Systems in the U.S."

Steve Ellis

Former EVP of Innovation and Wholesale Services at Wells Fargo.

Our mission is to improve the financial health of all businesses.

Trace build's technology to help businesses make better financial decisions. A financially sound business allows their people to thrive. We do this by facilitating smarter financial decisions and making financial operations more efficient.