Cassidy is an AI automation platform that connects to a company’s tools and knowledge to build context-aware assistants, workflows, and meeting agents for sales, support, and marketing—backed by enterprise security and a model-agnostic approach.
MRR (USD)
TRAILING 30D REVENUE
Upgrade to view...
LIFETIME REVENUE
TARGET CUSTOMER
B2B teams—especially sales enablement, customer support, and marketing operations—at mid‑market and enterprise companies; security‑conscious organizations in finance, healthcare, and government. Used by 20,000+ teams and Fortune 500 companies.
TIMELINE
- $3.7M funding announced — August 20, 2024 → August 20, 2024
Announced a $3.7M funding round.
- 2024 in review milestones — December 31, 2024 → December 31, 2024
Year-end update: ARR grew 10x, team scaled 4→12, closed Fortune 500s, launched partner program with 200+ partners.
- Microsoft Office add‑ins launch — February 25, 2025 → February 25, 2025
Released official Microsoft Office add‑ins (Word, Excel, Outlook).
- New office / HQ — June 4, 2025 → June 4, 2025
Opened new Cassidy HQ.
- Series A financing ($10M) — September 8, 2025 → September 8, 2025
Raised a $10M Series A.
TECH STACK
Model‑agnostic LLM support (OpenAI GPT‑4, Anthropic Claude, Google Gemini); Microsoft Word/Excel/Outlook add‑ins; Slack, Microsoft Teams, and Google Chat assistants; Salesforce triggers and Zendesk integration; embeddable assistants via code snippet; public APIs and browser extension.
LATEST USERS
USERS CHANGE
FINANCIALS
TRACTION
- customers — 20000 count · as of September 27, 2025 Trusted by 20,000+ teams & Fortune 500 Companies
FOUNDERS
CEO & co‑founder of Cassidy; built a large audience around practical AI (hit 250,000 TikTok followers).
PRODUCT–FOUNDER FIT
Founder Justin Fineberg has been hands-on building and evangelizing contextual AI—from Slack‑based knowledge assistants to "AI Meeting Agents" and RAG data‑verification—so Cassidy directly reflects his focus on operational AI that acts like an employee and plugs into real business workflows.