Step (Financial Software)

Palo Alto, CA, United States Financial Services Acquired

Step is a mobile-first banking platform built for teens and young adults, offering no-fee banking services, a Visa debit card, and credit-building tools. The app enables users aged 13-18 to open accounts with adult sponsorship, manage money, build credit history, and access financial education with no hidden fees or account minimums.

Acquired

Step (Financial Software) has been acquired

Acquired by Beast Industries February 9, 2026

This company is no longer available on our private secondary market.

Overview

Company data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.

Founded

2014

Total Funding

$476.3M

5 rounds

Latest Valuation

$0.92B

October 11, 2022

Funding

Total raised $476.3M across 5 rounds

Funding data and valuation marks are estimates and may be incomplete, stale, erroneous, or revised.

Last updated 06-25-2026

Latest Round

Type

Series C

Date

April 27, 2021

Amount

$100M

Valuation

$0.92B

Lead Investors

General Catalyst
DateRoundAmount RaisedValuationLead Investors
October 11, 2022 Debt $300M TriplePoint Capital, Evolve Bank & Trust
April 27, 2021 Series C $100M $0.92B General Catalyst
December 2020 Series B $50M Coatue Management

Leadership

  • CJ MacDonald

    Founder & CEO

  • Alexey Kalinichenko

    Co-Founder & CTO

Competitors

Competitor list is illustrative and may be incomplete, stale, or erroneous.

  • Greenlight

    Digital banking platform for families with parental controls and teen debit cards

  • Current

    Mobile banking app designed for teens and young adults with no fees

  • Copper

    Teen financial wellness app with budgeting and spending controls

  • Revolut

    Digital banking platform offering teen accounts and financial tools

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Data collected with AI, which can make mistakes. Please double-check this information.