Investments
31Portfolio Exits
6Partners & Customers
10About Truist
Truist focuses on financial services within the banking and finance sectors. The company offers personal and commercial banking, asset management, mortgages, insurance, and investment advisory services. Truist primarily serves individual consumers, small businesses, and commercial clients. It was founded in 2019 and is based in Charlotte, North Carolina.
Research containing Truist
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Truist in 1 CB Insights research brief, most recently on Jul 31, 2025.
Jul 31, 2025 report
100 real-world applications of genAI across financial services and insuranceLatest Truist News
Sep 17, 2025
About Truist Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank with total assets of $544 billion as of June 30, 2025. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Contacts: Investors: Brad Milsaps investors@truist.com Media: Shelley Miller media@truist.com Attachments Original document Permalink Disclaimer Truist Financial Corporation published this content on September 17, 2025 , and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT) , unedited and unaltered, on September 17, 2025 at 18:52 UTC
Truist Investments
31 Investments
Truist has made 31 investments. Their latest investment was in Arevon as part of their Loan on July 01, 2025.
Truist Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
7/1/2025 | Loan | Arevon | $600M | Yes | MUFG Bank, RBC Bank (U.S.), and TD Bank | 2 |
3/12/2025 | Line of Credit - II | Imprint | $500M | Yes | 2 | |
3/4/2025 | Line of Credit - II | Duetti | $200M | Yes | City National Bank, Regions Bank, Truist Securities, and Viola Credit | 2 |
1/17/2025 | Debt - III | |||||
11/20/2024 | Line of Credit |
Date | 7/1/2025 | 3/12/2025 | 3/4/2025 | 1/17/2025 | 11/20/2024 |
|---|---|---|---|---|---|
Round | Loan | Line of Credit - II | Line of Credit - II | Debt - III | Line of Credit |
Company | Arevon | Imprint | Duetti | ||
Amount | $600M | $500M | $200M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | MUFG Bank, RBC Bank (U.S.), and TD Bank | City National Bank, Regions Bank, Truist Securities, and Viola Credit | |||
Sources | 2 | 2 | 2 |
Truist Portfolio Exits
6 Portfolio Exits
Truist has 6 portfolio exits. Their latest portfolio exit was Growve on June 02, 2025.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
6/2/2025 | Acq - Fin | 2 | |||
Date | 6/2/2025 | ||||
|---|---|---|---|---|---|
Exit | Acq - Fin | ||||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 |
Truist Acquisitions
9 Acquisitions
Truist acquired 9 companies. Their latest acquisition was Zaloni on August 22, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
8/22/2022 | Debt | $29.32M | Acquired | 11 | ||
5/3/2022 | Other | |||||
8/27/2021 | ||||||
8/10/2021 | Private Equity | |||||
12/7/2020 |
Date | 8/22/2022 | 5/3/2022 | 8/27/2021 | 8/10/2021 | 12/7/2020 |
|---|---|---|---|---|---|
Investment Stage | Debt | Other | Private Equity | ||
Companies | |||||
Valuation | |||||
Total Funding | $29.32M | ||||
Note | Acquired | ||||
Sources | 11 |
Truist Partners & Customers
10 Partners and customers
Truist has 10 strategic partners and customers. Truist recently partnered with Qlik on June 6, 2025.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
6/20/2025 | Vendor | United States | 1 | ||
9/11/2024 | Partner | United States | 09:00 ET Azimuth extends relationship with Truist to enhance its automation capabilities With this multi-year expansion of their current partnership , Truist Financial Corp will implement Azimuth 's VALIDATOR software , enabling the bank to deploy automated , full-population compliance monitoring across multiple consumer businesses . | 2 | |
8/6/2024 | Partner | United States | Truist named title sponsor of PGA TOUR's Charlotte-based Signature Event `` We look forward to the partnership with Truist Financial Corporation and the PGA TOUR and are grateful for their shared commitment to both Charlotte and the game of golf . '' | 1 | |
10/31/2023 | Partner | ||||
10/24/2023 | Vendor |
Date | 6/20/2025 | 9/11/2024 | 8/6/2024 | 10/31/2023 | 10/24/2023 |
|---|---|---|---|---|---|
Type | Vendor | Partner | Partner | Partner | Vendor |
Business Partner | |||||
Country | United States | United States | United States | ||
News Snippet | 09:00 ET Azimuth extends relationship with Truist to enhance its automation capabilities With this multi-year expansion of their current partnership , Truist Financial Corp will implement Azimuth 's VALIDATOR software , enabling the bank to deploy automated , full-population compliance monitoring across multiple consumer businesses . | Truist named title sponsor of PGA TOUR's Charlotte-based Signature Event `` We look forward to the partnership with Truist Financial Corporation and the PGA TOUR and are grateful for their shared commitment to both Charlotte and the game of golf . '' | |||
Sources | 1 | 2 | 1 |
Compare Truist to Competitors
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