What is Patrina?
Patrina specializes in offering robust, compliant archiving solutions tailored for the financial services industry. Its core product, Singular, integrates advanced compliance tools with CRM capabilities, enabling Registered Investment Advisors (RIAs) and Broker-Dealers to enhance client management and streamline operational workflows. The platform is designed to manage diverse data types, including email, social media, and cloud-based captures, ensuring adherence to stringent regulatory requirements. Patrina's commitment to simplifying compliance and avoiding long-term contractual burdens positions it as a key player for firms seeking efficiency and security in data management.
How much funding has Patrina raised?
Patrina has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Patrina
PPP
Public-Private Partnership
What's next for Patrina?
With a large-scale late-stage funding context, Patrina is poised for significant expansion and market penetration. The recent strategic investment likely signals a phase of accelerated growth, potentially involving product development, market outreach, and strengthening its compliance technology offerings. The company's focus on serving RIAs and Broker-Dealers suggests a strategic direction towards solidifying its position within these critical segments of the financial services industry. Future developments may include enhanced features for data analytics, broader integration capabilities, and further automation of compliance processes to meet evolving regulatory landscapes.
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