Overview
Entrio is a technology intelligence platform for banks and insurance companies that provides visibility into enterprise software portfolios. The platform combines AI-powered data processing with a curated solutions catalog to help financial institutions understand, categorize, and optimize their technology assets.
The platform offers a live solutions catalog with 1,700+ nodes spanning banking, insurance, shared business functions, technology infrastructure, and market data. Core capabilities include portfolio data cleansing, functional redundancy identification, technology risk monitoring, and shadow AI detection. The software is delivered as SaaS with API access and integrations into enterprise systems such as ServiceNow.
Entrio raised USD 11M in an extended seed round in November 2023, with investors including Communitas Capital, American Family Ventures, Fin Capital, BNY Mellon, Vintage Investment, Alicorn, and Selah Ventures. The company reports that approximately 20% of top US banks use the platform, with active pilots underway among top-tier insurers.
Products & Services
Live Solutions Catalog
A reference database of 1,700+ nodes covering software categories across banking, insurance, shared business functions, technology infrastructure, and market data. The catalog automatically categorizes and enriches enterprise software records using standardized taxonomies.
Key Features
- 1,700+ categorized nodes across financial services domains
- Insurance-specific taxonomy covering core insurance platforms
- Continuous enrichment and categorization of vendor data
Target Users: Enterprise technology and architecture teams at financial institutions
Portfolio Cleansing & Data Reconciliation
An AI-native module that normalizes and enhances technology portfolio data. Identifies normalization cases and provides actionable recommendations for categorization and redundancy reduction.
Key Features
- Automated data cleaning and normalization
- 30-40% more normalization case identification than competing tools
- Consolidation recommendations based on functional overlap
Target Users: Enterprise IT teams, CIO/CTO offices at banks and insurers
Technology Optimization (Optimize)
Analyzes enterprise technology spend and identifies consolidation opportunities by detecting functionally redundant software within an organization's portfolio.
Key Features
- Spend analysis across technology portfolio
- Redundancy identification and consolidation roadmaps
- Cost reduction recommendations
Target Users: CFO, CTO, and technology leadership at tier-1 financial institutions
Technology Risk Management (Shield)
Monitors portfolio health, tracks lifecycle risks, and delivers risk intelligence to support technology resilience and strategic planning.
Key Features
- Proactive risk monitoring across technology portfolio
- Lifecycle risk tracking and alerting
- DORA compliance support
Target Users: Technology risk officers and enterprise architects
AI Monitoring & Shadow AI Detection
Tracks AI tools and solutions within enterprise technology portfolios to support AI governance and compliance requirements.
Key Features
- Detection of AI tools across enterprise portfolios
- Governance and policy enforcement support
- Reporting for regulatory compliance
Target Users: Chief AI officers, compliance teams at financial institutions
Software Request Automation
Streamlines the process of evaluating and requesting new software additions to the enterprise portfolio, based on existing portfolio intelligence.
Key Features
- Automated evaluation against existing portfolio
- Standardized request workflows
- Integration with enterprise procurement systems
Target Users: IT procurement and vendor management teams
At a Glance
- Founded
- 2021
- Headquarters
- Tel Aviv, Israel
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Data & Analytics
- Subcategories
- Technology Portfolio Management Vendor Risk AI Governance
- Insurance Verticals
- P&C Commercial Life & Annuity Specialty/E&S
- Target Customers
- Carriers, MGAs/MGUs
Customers
- Tier-1 US banks (multiple)
- Global financial institutions with multinational operations
- FIS
Links
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Last updated: 2026-06-15