Variance2
Non Equity Assistance in 2023
Variance2 is a technology company that develops an AI-driven stock analysis tool. This tool predicts financial statements and summarizes Sedar filings, providing users with valuable insights to inform their investment decisions.
BezoMoney
Non Equity Assistance in 2023
BezoMoney operates a digital savings platform from Accra, Ghana, offering a personal e-wallet and a group e-wallet for social savings via a mobile app. It serves low-income earners by enabling regular saving, access to bulk capital through group savings, and tools to improve creditworthiness. The platform features a lock option on the personal wallet and uses a machine-learning based points system that rewards consistency with benefits such as discounts and potential investment options. A rotational group savings model ties members within a network, promoting transparency, accountability and security of savings as users progress toward financial independence.
MipangoApp
Non Equity Assistance in 2023
MipangoApp is a financial data analysis, education, money management, and recommendations software for Financial Institutions, and a mobile application for the unbanked. They are enabling users to track their income and expenses, set financial goals, and get personalized financial advice and investment opportunities.
Guru
Non Equity Assistance in 2022
Guru is a financial application aimed at young Brazilian investors, dedicated to simplifying the investment process. The platform provides a range of financial tools, including real-time profitability monitoring, market quotes, graphs, news, and various indicators. By offering these resources, Guru enables users to easily navigate and invest in different financial instruments, making investing more accessible and intuitive for its audience.
Gainvest is a professional law firm that provides investment and wealth management services.
It offers an all-inclusive wealth management experience complete with asset management, accounting, and legal services and serves as the legal branch for the Gainvest investment platform, and supports the Gainvestors and operators on the Gainvest platform.
In 2019, Nashid Ibn Ali founded it in Pittsburgh, Pennsylvania.
Deposits
Non Equity Assistance in 2022
Deposits partners with brands, banks, and businesses to provide streamlined workplace experiences centered around money management and benefits.
Nomad
Non Equity Assistance in 2022
Nomad is a fintech company that offers financial services primarily aimed at non-residents in the United States. Its platform enables users to open current accounts, transfer money, and pay bills easily. Additionally, Nomad provides a virtual card for online shopping, allowing Brazilian residents to access these financial services without incurring fees. This innovative approach facilitates hassle-free banking and financial management for individuals who may otherwise face challenges in accessing traditional financial services.
FinMarie
Non Equity Assistance in 2022
FinMarie is an innovative financial platform in Germany designed specifically for women, aimed at empowering them to take control of their financial futures. The company focuses on providing education, technology, and personalized solutions to address the unique challenges women face in investing and financial management. By utilizing advanced algorithms, FinMarie helps users set financial goals and assess their risk tolerance, allowing for effective portfolio management and rebalancing. The platform combines digital financial education with tailored guidance to assist women at every stage of their financial journey, ultimately enabling them to build investment and financial security with confidence.
Cauri Money
Non Equity Assistance in 2022
Cauri Money is a financial services provider offering users the ability to exchange, save, manage, and send money. It features a wallet with a BG IBAN, peer-to-peer payment capabilities, virtual and physical Mastercards, and dedicated financial supervision.
Uellbee
Non Equity Assistance in 2022
Uellbee is a data-driven technology company dedicated to enhancing financial wellness for the middle class. It provides personalized and flexible consumer loans, focusing on debt refinancing solutions. Uellbee also features a proprietary personal financial management tool known as GPS Financiero, which assists users in managing their finances effectively. In addition to these services, the company offers financial coaching and savings instruments, enabling individuals to optimize their credit and automate their financial management. Through its innovative platform, Uellbee aims to empower consumers to take control of their financial health.
Shecluded
Non Equity Assistance in 2021
Shecluded is a financial services provider specializing in empowering women through tailored financial solutions. They offer loans, health insurance, wealth advisory services, investment advisory, retirement plans, and health insurance, aiming to help women achieve financial independence.
AkinTec
Seed Round in 2021
AkinTec develops innovative technology to enhance operational efficiency across financial, legal, and commodities sectors. Its platform enables users to pay bills, withdraw money, create partner networks, earn transaction-based rewards, shop online, manage virtual currency, and credit facilities for daily budget management.
Ndovu
Non Equity Assistance in 2021
Ndovu is a financial advisory platform that provides personalized and cost-effective investment solutions for users seeking to engage with both local and global financial markets. The company employs advanced technology and expert financial advisors to simplify investment processes, making them more accessible to a broader audience. Ndovu's platform features curated investment funds and tailored investment plans that align with individual risk tolerance and financial goals, empowering customers to navigate the complexities of investing and enhance their wealth-building potential.
Blue Studios
Non Equity Assistance in 2021
Blue Studios develops a family-focused crypto wallet and accompanying software that enables households to plan, invest, learn, and play together. The platform helps families reimagine what they can do with money and assets, supporting collaborative financial decision-making, education, and hands-on engagement with digital wealth. By design, it empowers families to act as custodians of their data and financial resources, fostering shared goals and financial literacy.
Avenue
Non Equity Assistance in 2021
Avenue is an online financial platform designed to facilitate access to the U.S. investment market for all types of investors. By eliminating minimum investment requirements and reducing costs, Avenue aims to create a more inclusive financial environment. The platform offers a straightforward and efficient investment and banking experience, allowing users to engage in international investing with enhanced security, guidance, and comprehensive information. Through its services, Avenue seeks to remove barriers to entry in the American financial system, making it accessible to a broader audience.
Lili is a New York-based company founded in 2018 that offers digital banking services tailored specifically for freelancers. By providing a comprehensive suite of financial tools, Lili enables users to manage their work and personal finances within a single account. The company focuses on removing obstacles that freelancers face in financial management, empowering them with features such as real-time expense tracking, tax tools, and financial insights. Through a human-centered design approach, Lili aims to enhance the user experience and address the unique needs of its customers, allowing them to maintain a balanced work-life dynamic.
Colbr
Non Equity Assistance in 2021
Developer of a wealth management platform designed to offer premium and accessible services without hidden costs. The company provides a range of services including financial markets, private equity, real estate, human and personalized advice, and scrupulously selected historically inaccessible investments, enabling users to monitor and develop their assets effectively.
Magnetis
Non Equity Assistance in 2020
Magnetis Consultoria De Investimentos LTDA. is a financial services company based in São Paulo, Brazil, that focuses on providing a digital investment platform designed to assist individuals in building long-term investment plans. Founded in 2012, Magnetis offers consultation services tailored to various financial goals, including property acquisition, retirement planning, and wealth management. The company utilizes advanced algorithms to create diversified, low-cost portfolios that are optimized for each investor's profile. Clients can easily invest online and monitor their assets while relying on Magnetis to manage and adjust their investment strategies over time. Through its innovative approach, Magnetis aims to revolutionize financial planning and investment management for a wide range of customers.
Warren Investimentos
Non Equity Assistance in 2020
Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, specializing in providing tailored investment solutions for clients at various life stages. The company distinguishes itself as the first in Brazil to adopt a goal-based investment model, a strategy previously utilized primarily by ultra-high-net-worth individuals abroad. Warren Investimentos emphasizes a client-centric approach that aligns its services with the specific objectives of each investor, effectively mitigating conflicts of interest that often arise in the market. Through its innovative wealth management platform, the firm enables clients to set investment goals, analyze results, and track performance, thereby facilitating informed decision-making and enhancing the overall investment experience.
ORO Wealth
Venture Round in 2020
ORO Wealth lets retail investors access sophisticated advice and techniques that are available to high-net-worth individuals and institutions.
AkinTec
Non Equity Assistance in 2020
AkinTec develops innovative technology to enhance operational efficiency across financial, legal, and commodities sectors. Its platform enables users to pay bills, withdraw money, create partner networks, earn transaction-based rewards, shop online, manage virtual currency, and credit facilities for daily budget management.
Maji
Non Equity Assistance in 2019
Maji is a financial wellbeing and money management platform that aims to improve financial outcomes through education and behaviour change. The service uses diagnostics to identify users’ financial challenges, goals and opportunities and matches them with personalised education, coaching and advice to reduce money worries and build a secure financial future. It enables employers to track and benchmark the financial wellbeing of their workforce and to derive data-driven insights that shape benefits and wellbeing strategies, using behavioural science to drive uptake of pension options and salary sacrifice. For pension providers, Maji engages members with multi-format education and coaching to encourage saving and pension consolidation, providing richer data and stronger engagement. The platform offers easy-to-use tools, dashboards and calculators that help individuals see and manage all their pension pots in one place and plan for future milestones.
SmarttBot
Non Equity Assistance in 2019
SmarttBot is a company that offers a platform for automated investment in the Brazilian stock exchange. It enables traders to configure their investment strategies using algorithm-based robots that execute buy and sell orders directly through major brokers in Brazil. The platform supports the creation, testing, and implementation of automated trading strategies, allowing users to perform order routing and execute trades automatically based on real-time market data and predefined parameters. By leveraging SmarttBot's technology, investors can focus on optimizing their investment decisions without missing valuable opportunities in the market.
WealthArc
Non Equity Assistance in 2017
WealthArc is a SaaS company that provides a comprehensive wealth management platform for private banks and external asset managers. Founded in 2015, with offices in Rockville, Maryland, USA, and Zurich, Switzerland, the company specializes in automating the consolidation of investment portfolios and financial data from over 60 custodian banks worldwide. WealthArc's platform offers a wide range of services, including portfolio management, client reporting, risk monitoring, compliance checks, and a digital client portal for live access to family wealth and investment overviews. The platform is distributed via a SaaS model, ensuring secure cloud storage and easy access for clients.
WealthKernel
Non Equity Assistance in 2016
WealthKernel is a London-based platform that provides a go-to API for automated financial services, enabling UK and EU mass affluent clients to access financial advice through human guidance or a user-friendly digital interface. The company offers a wealth management platform that supplies investment management and infrastructure support tools to assist advisers with risk profiling and portfolio management, helping institutions distribute investment products digitally, develop wealth management services, and reach beyond traditional market segments. Positioned as a scalable infrastructure for savings, investments and pensions, WealthKernel functions as a centralized platform that firms plug into rather than build in-house. Founded in 2015, WealthKernel focuses on compliance and distribution as a service, delivering adviser support and digital distribution capabilities to the financial services sector.
MarketMind Technologies offers a corporate communication platform that empowers public companies to manage their investor relations narrative effectively. Utilizing generative AI, the platform creates chatbots that engage with retail investors across various online platforms, providing accurate and up-to-date information about the company's operations. By synthesizing clients' corporate materials and analyzing social media conversations, MarketMind's AI-driven chatbots deliver tailored insights, helping to bridge the information gap between retail and institutional investors.