Achieve
Achieve is a provider of digital personal finance solutions aimed at assisting individuals in improving their financial futures. Headquartered in San Mateo, California, the company offers a range of services including debt resolution, personal loans, home loans, and financial education tools. By utilizing proprietary data and analytics, Achieve tailors its offerings to meet the specific needs of consumers throughout their financial journeys. The company emphasizes personalized support, connecting clients with debt experts who guide them in managing and reducing debt, as well as making informed financial decisions.
Bravo, originally founded as Resuelve tu Deuda, is a financial advisory firm established in Mexico in 2009 by Javier Velasquez and Juan Pablo Zorrilla. The company was created as a response to the growing issue of over-indebtedness affecting many Mexicans, particularly those who accumulated unmanageable debts between 2002 and 2009. Bravo offers a range of services aimed at improving credit scores, managing debt, and facilitating debt settlement. The firm provides support to both debtors and creditors, enabling individuals to regain control of their finances and achieve greater financial stability. By acting as a reliable advisor, Bravo addresses the significant need for assistance in navigating financial challenges within the country.
Iconic Finance
Seed Round in 2019
Iconic Finance offers high-rewards banking services combined with personalized financial planning. The company provides clients with a credit card that offers 2.1% cash back on purchases, with potential bonuses of up to 8.00%, alongside savings accounts that earn an annual percentage yield of 1.0%. Founded in 2018 and headquartered in San Francisco, California, Iconic Finance aims to deliver tailored financial advice to help clients effectively manage their finances. The firm is staffed by Certified Financial Planners who are available 24/7 to assist clients with their financial needs.
Home-Account
Acquisition in 2010
Home Account Inc. is a mortgage-finding service that aims to assist borrowers in the United States in making informed financial decisions regarding their mortgages. The company evaluates and grades borrowers' existing mortgage agreements, offering tailored scenarios that highlight potential improvements to their financial situations. By analyzing these factors, Home Account matches borrowers with the most suitable mortgage options available in the market, ultimately helping them save money and optimize their mortgage choices. The service operates through an online platform, providing convenient access for users seeking assistance in navigating the mortgage landscape.
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