Alumni Ventures

Alumni Ventures Group, LLC is a venture capital firm based in Manchester, New Hampshire, founded in 2013. The firm specializes in seed and early-stage investments, as well as late-stage pre-IPO opportunities, with a flexible approach that is sector and geographic agnostic. Alumni Ventures aims to provide high-quality, diversified venture portfolios to individual investors, particularly accredited alumni from top entrepreneurial schools, who may not have had access to venture capital previously. The firm focuses on backing companies that have an alumni connection and are led by established institutional investors with expertise in their respective fields. Additionally, Alumni Ventures offers focused funds that enable accredited investors to access a diverse portfolio of investments across various types, sectors, stages, and geographies.

Rob Adams

Executive Partner

Gail Ball

Venture Scout

Andrew Baum

Vice President, Treasury and Capital Management

Helen Chen

CEO Services Analyst

Michael Collins

CEO

Michael Egziabher

Principal, Basecamp

Mason Hale

Senior Associate, Chestnut Street and Triphammer

Michael Madden

Managing Partner and Co-Founder

Todd McIntyre

Managing Partner, Spike Ventures | Alumni Ventures

Jonathan Meltzer

Managing Partner

David Muson

CFO

Michael Peri

Partner

Ludwig Pierre Schulze

Managing Partner and NYC Office Leader

Saad Shaheen

Director

Chris Sklarin

Managing Partner, Castor Ventures and Strawberry Creek Ventures

Brittney Wade

Senior Associate, Seed Fund and Doctors Innovate Fund

Drew Wandzilak

Senior Associate, Green D and Yard and Strategic Tech Fund

Sarah Worden

Venture Scout

Ray Wu

Managing Partner-Web3 / Blockchain Fund

Michael Yuann

Director of Investment Operations

Ron Levin

Managing Partner, AV Seed Fund and Doctors Innovate Fund

Past deals in Finance

Haven

Seed Round in 2025
Haven is a full-service accounting firm that specializes in providing financial services to entrepreneurs and growing businesses. The company offers a range of services, including bookkeeping, tax preparation, and assistance with tax credits, all designed to help businesses manage their financial needs effectively. By streamlining financial processes, Haven enables clients to save time and resources, allowing them to concentrate on their core operations.

Anzen

Series A in 2024
Anzen specializes in underwriting and brokering various types of Executive, Cyber, and Professional Liability insurance, including D&O, EPL, Cyber, Fiduciary, Crime, Tech E&O, and E&O. By leveraging artificial intelligence, Anzen streamlines the insurance process, allowing submissions to be made through a simple email or a brief digital application. The platform connects thousands of brokers to a marketplace of leading insurance carriers, facilitating competitive coverage placements and efficient transactions. Anzen's services cater to a range of businesses, from small to mid-market private companies, helping them identify and mitigate risks. Additionally, the company provides integrated tools with human resources systems and incident response services, enabling organizations to manage operational risks and liabilities effectively.

Innoviti

Series E in 2024
Innoviti specializes in payment processing and management solutions, offering a range of software products designed to meet various merchant needs. Its offerings include uniPAY, a comprehensive payment and card management system for retailers; quickEMI, which allows consumers to pay for purchases in installments using their credit cards; pgEMI, providing similar installment options; and fastCollect, an automated collection technology tailored for banks and large retailers. The company's digital commerce platform supports secure payment operations across multiple channels, such as online, mobile, and in-store transactions. Innoviti serves a diverse array of markets, including retail, lifestyle, entertainment, education, and healthcare, effectively addressing the payment and credit distribution requirements of its clients.

Jock MKT

Venture Round in 2024
Jock MKT is a fantasy gaming platform that allows users to engage in real-time trading of athlete shares, enabling them to capitalize on their knowledge of sports to earn money during games. The platform facilitates live trading games for daily fantasy sports, where users can buy and sell shares of athletes as prices fluctuate based on trading activity. This dynamic system allows for in-game trading among friends and provides analytical tools to enhance user experience. Jock MKT also manages registrations and payment processing, ensuring a seamless experience for users as they create teams and participate in tournaments.

Briq

Series B in 2024
Briq is a financial automation platform focused on the construction industry, leveraging artificial intelligence to streamline financial workflows. By automating data entry and transforming financial information into actionable insights, Briq enables construction companies to manage complex financial processes more effectively. The platform connects various stakeholders, processes, and systems used by contractors, facilitating improved planning and forecasting for more predictable business outcomes. This automation not only enhances financial performance by preventing fee erosion and controlling overhead costs, but also addresses sustainability and waste management challenges within the construction sector, ultimately contributing to greater efficiency and profitability for its clients.

Parker

Venture Round in 2024
Parker is a pioneering investment and data platform modernizing the mobile home park industry. Our mission is to preserve, enhance, and expand our nation's supply of attainable housing. Our team is backed by Hustle Fund, Techstars, Global Founders Capital, Gold House Ventures, and more.

Wind.App

Pre Seed Round in 2023
Wind.App provides a cross-border payments infrastructure that enables businesses to pay their employees instantly and globally. The company offers a non-custodial wallet built on the Polygon blockchain, allowing users to manage their finances effectively. This wallet supports participation in decentralized finance earning strategies, trading on decentralized exchanges, and buying and selling non-fungible tokens (NFTs). By facilitating the storage, sending, and receiving of stablecoins, Wind.App enhances security and accessibility for its customers in the financial management space.

Parker

Seed Round in 2023
Parker is a pioneering investment and data platform modernizing the mobile home park industry. Our mission is to preserve, enhance, and expand our nation's supply of attainable housing. Our team is backed by Hustle Fund, Techstars, Global Founders Capital, Gold House Ventures, and more.

Alix

Seed Round in 2023
Alix is powering wealth across generations. Over the next 2 decades $84 trillion of wealth will be transferred within families. Alix is the platform and service provider to make that transfer totally seamless so those families can focus on what’s most important, each other.

AfterHour

Seed Round in 2023
AfterHour is a social finance application aimed at enhancing wealth and financial literacy among everyday traders. The platform allows users to share their live trading positions when making market callouts, fostering an environment of transparency and accountability. With over $200 million connected to various brokerages, AfterHour serves as a hub for traders to exchange ideas and strategies. By integrating elements from social media platforms like Twitter, Reddit, and Discord, AfterHour enables users to distinguish valuable insights from irrelevant noise. The app accommodates a diverse range of traders, from those with portfolios as small as $1,000 to seasoned investors with holdings exceeding $78 million. This inclusivity allows users to connect with peers who share similar trading experiences, facilitating learning and collaboration aimed at achieving success in the stock market.

Persefoni

Series C in 2023
Persefoni is a Climate Management and Accounting Platform that offers Software-as-a-Service solutions for enterprises and financial institutions to effectively meet climate disclosure requirements. The platform serves as a comprehensive tool for carbon footprint management, allowing organizations to measure, analyze, plan, forecast, and report their carbon emissions. By utilizing artificial intelligence, Persefoni provides real-time insights into carbon footprints and automates compliance and sustainability reporting. It connects companies, shareholders, and institutional investors within a unified environment, enabling businesses to manage their carbon transactions and inventory with the same rigor as their financial operations. This centralized approach ensures transparency and confidence in carbon management, helping organizations navigate their emissions profiles in accordance with established guidelines.

Klasha

Seed Round in 2023
Klasha is a global technology company established in 2021 by Jess Anuna, focused on facilitating seamless financial transactions to and from emerging markets. The company offers a platform and APIs that enable businesses to collect and send payments, as well as hold various currencies, including exotic and hard currencies. Klasha's infrastructure supports enterprise-level clients in managing their cross-border payments efficiently. By allowing international merchants to accept payments from Africa using local payment methods, Klasha enhances the ease of online transactions for customers, enabling them to transact conveniently from their homes. With the capability to handle over 120 currencies, Klasha aims to save merchants both time and money in their payment processes.

EMTECH

Seed Round in 2023
EMTECH is a fintech company focused on modernizing central banks to enhance financial inclusion and market resilience. Founded in 2019 and headquartered in New York, EMTECH provides a cloud-based platform that facilitates the integration of regulatory compliance and central bank digital currencies. Their offerings include digital regulatory sandboxes for collaborative workflows, digital cash solutions, and tools for cross-border currency integration. By developing scalable and resilient digital infrastructure, EMTECH aims to support central banks in improving their operations and adapting to the demands of the Web3 era.

Jirav

Series B in 2023
Jirav provides an FP&A (Financial Planning & Analysis) as a Service utilizing a dynamic toolset that connects model and operational data resulting in the ability to Plan and Report on Revenue, Headcount, and Expenses quickly & accurately. They provide extremely powerful financial analysis, reporting, and forecasting capabilities to users' fingertips, with the ability to launch a full financial planning & analysis function at most companies in a matter of hours/days.

Benny

Seed Round in 2023
Benny is an employee-focused lending platform that enables employees of publicly traded companies to participate in their employer's stock purchase plans. By providing access to discounted company stock, Benny aims to enhance employees' investment opportunities and maximize their earning potential. The platform is built on a commitment to workplace happiness and promotes joyful work environments through its innovative application, HeyBenny. This tool automates people management while offering personalized benefits, including a diverse range of well-being services and 24/7 support, all conveniently accessible to users.

Anduin

Series A in 2023
Anduin brings transparency and trust to private market transactions and board actions to help all parties better understand and execute fair outcomes. The workflow platform creates efficiencies for a number of processes such as due diligence, milestone reporting, auditing, and deal negotiation. By saving everybody time and preventing mistakes, Anduin is the trusted source of information about transactions which all parties can understand and rely on.

Alix

Pre Seed Round in 2023
Alix is powering wealth across generations. Over the next 2 decades $84 trillion of wealth will be transferred within families. Alix is the platform and service provider to make that transfer totally seamless so those families can focus on what’s most important, each other.

Tabs

Pre Seed Round in 2023
Tabs is an AI-powered revenue automation platform that streamlines the management of customer contracts, billing, revenue recognition, and renewals. Founded in 2023 and based in New York, the company automates the entire receivables lifecycle, from invoice computation to cash application, by organizing various customer documents and usage data. This enables the platform to identify key terms, generate billing schedules, and tabulate invoices without requiring structured data mapping. Tabs provides seamless invoice delivery, modern dunning processes, and integrates with major accounting and payment systems, enhancing operational efficiency. The platform also offers advanced analytics and reporting capabilities, significantly reducing the time required for collections and saving businesses hundreds of hours annually. By lowering operational and financial risks, Tabs aims to serve as a comprehensive solution for finance and revenue operations.

Carry1st

Series B in 2023
Carry1st is a mobile games publisher focused on social games and interactive content, primarily in frontier markets like Africa. Founded in 2018 by Cordel Robbin-Coker, Lucy Hoffman, and Tino Mundangepfupfu, the company has assembled a diverse team of 29 professionals from 14 countries, drawing talent from notable organizations such as Carlyle, King, and Jumia. Carry1st offers a comprehensive platform for game developers that includes publishing, distribution, localization, user acquisition, marketing, customer experience, and monetization services. This approach enables developers to collaborate with global content owners and tap into previously underserved markets. The company has successfully raised over $10 million in funding, including a recent $7 million Series A led by prominent investors such as Riot Games and Konvoy Ventures. The funds will be utilized to enhance its existing game portfolio, foster new partnerships with international gaming studios, and expand its workforce.

Pattern

Seed Round in 2023
Pattern is a financial membership service that offers users access to a personal financial advisory team supported by a robo-advisory platform. The company specializes in developing financial software that assists customers in managing their finances through comprehensive financial plans and asset management services. Pattern's offerings include access to private equity and other financial services, focusing on maximizing the value of assets while managing risk. This approach enables users to earn higher returns than traditional methods, helping them achieve their financial goals and grow their wealth more effectively.

Brightside

Series B in 2022
Brightside is a financial health company that offers an employer-based platform focused on improving the financial well-being of workers, particularly those living paycheck to paycheck. The platform addresses challenges faced by front-line workers, such as high turnover, healthcare costs, and productivity issues. Brightside provides tailored financial solutions supported by technology-driven financial assistants and a comprehensive app. This approach personalizes services to meet the individual needs of employees and their families, promoting better financial decision-making through behavioral science. By streamlining access to curated financial products, Brightside aims to enhance employee productivity and retention while contributing to a more diverse and equitable workplace.

Persefoni

Convertible Note in 2022
Persefoni is a Climate Management and Accounting Platform that offers Software-as-a-Service solutions for enterprises and financial institutions to effectively meet climate disclosure requirements. The platform serves as a comprehensive tool for carbon footprint management, allowing organizations to measure, analyze, plan, forecast, and report their carbon emissions. By utilizing artificial intelligence, Persefoni provides real-time insights into carbon footprints and automates compliance and sustainability reporting. It connects companies, shareholders, and institutional investors within a unified environment, enabling businesses to manage their carbon transactions and inventory with the same rigor as their financial operations. This centralized approach ensures transparency and confidence in carbon management, helping organizations navigate their emissions profiles in accordance with established guidelines.

Innoviti

Series D in 2022
Innoviti specializes in payment processing and management solutions, offering a range of software products designed to meet various merchant needs. Its offerings include uniPAY, a comprehensive payment and card management system for retailers; quickEMI, which allows consumers to pay for purchases in installments using their credit cards; pgEMI, providing similar installment options; and fastCollect, an automated collection technology tailored for banks and large retailers. The company's digital commerce platform supports secure payment operations across multiple channels, such as online, mobile, and in-store transactions. Innoviti serves a diverse array of markets, including retail, lifestyle, entertainment, education, and healthcare, effectively addressing the payment and credit distribution requirements of its clients.

Focal Point Procurement Solutions

Seed Round in 2022
Focal Point Procurement Solutions is a B2B SaaS application for procurement organizations. The company's product allows organizations to maximize the value of every dollar spent on third parties while ensuring the safety and security of transactions, data and enhancing the customer experience. Focal Point Procurement Solutions was founded in 2020 and is based in Atlanta, Georgia.

Cube

Series B in 2022
Cube is the first spreadsheet-native FP&A platform that helps strategic finance teams build multi-scenario plans, track performance, and drive business decisions using the spreadsheets they've come to rely on. By integrating FP&A automation and workflows into the tools users live in every day, including Excel and Google Sheets, Cube enables teams to quickly and confidently plan for the unexpected and stay ahead of changes. To learn more, join Cube’s community Strategic Finance Pros on Slack (https://www.cubesoftware.com/community-survey) or visit cubesoftware.com. Cube pairs the power and performance of an enterprise engine with the flexibility and familiarity of the world’s most universal UI—the spreadsheet, enabling teams to quickly and confidently plan for the unexpected and stay ahead of changes. The company was founded in 2018 and is headquartered in New York.

Benny

Pre Seed Round in 2022
Benny is an employee-focused lending platform that enables employees of publicly traded companies to participate in their employer's stock purchase plans. By providing access to discounted company stock, Benny aims to enhance employees' investment opportunities and maximize their earning potential. The platform is built on a commitment to workplace happiness and promotes joyful work environments through its innovative application, HeyBenny. This tool automates people management while offering personalized benefits, including a diverse range of well-being services and 24/7 support, all conveniently accessible to users.

Innoviti

Series D in 2022
Innoviti specializes in payment processing and management solutions, offering a range of software products designed to meet various merchant needs. Its offerings include uniPAY, a comprehensive payment and card management system for retailers; quickEMI, which allows consumers to pay for purchases in installments using their credit cards; pgEMI, providing similar installment options; and fastCollect, an automated collection technology tailored for banks and large retailers. The company's digital commerce platform supports secure payment operations across multiple channels, such as online, mobile, and in-store transactions. Innoviti serves a diverse array of markets, including retail, lifestyle, entertainment, education, and healthcare, effectively addressing the payment and credit distribution requirements of its clients.

Fido

Series A in 2022
Fido is a developer of a digital financing platform that provides individuals and entrepreneurs with quick and secure access to instant credit loans. The platform allows users to apply for small credits without any fees, collateral, or guarantors. Utilizing advanced machine learning risk models, Fido's technology enables instant credit decisions for customers who may lack a financial track record. This approach not only facilitates access to essential financial services but also reduces operational costs, making it easier for users to obtain the financial support they need.

Koxa

Venture Round in 2022
Koxa is a fintech company based in New York, founded in 2020, that specializes in developing an API platform designed to integrate accounting software with corporate bank accounts. The platform provides cloud-based tools that facilitate functions such as identity management, customer request approvals, and security operations, allowing banks and financial institutions to streamline their treasury-related activities. By connecting enterprise resource planning (ERP) systems with accounting solutions, Koxa enhances operational efficiency in the financial sector.

Colu

Venture Round in 2022
Colu is focused on fostering positive economic and social change within local communities through innovative financial solutions. Established in 2014, the company has developed a mobile-based digital wallet application that allows users to make instant payments directly from their phones. This application facilitates everyday purchases, enhances user experiences, and promotes economic engagement by enabling individuals to exchange digital cash with one another. By prioritizing the local economy and community well-being, Colu empowers residents to take an active role in shaping their financial futures.

Hola Cash

Venture Round in 2022
Hola Cash is a pioneering payment platform in Latin America that offers a comprehensive checkout solution by integrating various payment methods into a single interface. This innovative approach simplifies the payment process for merchants, allowing them to connect with multiple providers efficiently and affordably. Additionally, Hola Cash enhances the user experience by enabling fast, one-click transactions that reduce friction during the checkout process. The platform not only facilitates payments to friends, stores, and merchants without the need for cash or cards but also helps users earn rewards while streamlining their financial transactions. Through its focus on fraud prevention and accessibility, Hola Cash aims to transform the way payments are made in the region.

MainStreet

Series B in 2022
MainStreet, headquartered in the United States, specializes in identifying and claiming government incentives, tax credits, deductions, and stimulus funds for startups and small to medium-sized businesses (SMBs). The company's platform analyzes payroll and accounting systems to uncover applicable federal, state, and local tax credits while managing legal workflows, thereby assisting clients in saving both time and money. MainStreet operates on a flat success fee model, charging 20% upon the disbursement of incentives. Founded in 2019 in San Jose, California, by Daniel Griffin, Doug Ludlow, and Dan Lindquist, MainStreet also provides personal finance tips and advice to help consumers grow their wealth. The company is supported by several prominent investors, including SignalFire, Gradient Ventures, and Sound Ventures.

Bach

Seed Round in 2021
BACH LLC operates a platform and application that facilitates the planning and organization of bachelor and bachelorette parties. Based in King of Prussia, Pennsylvania, the company addresses the challenges of coordinating group travel by providing a comprehensive solution where users can discover, decide, and plan events in one location. The platform includes essential features such as group chat, expense tracking and splitting, polling for decision-making, and the creation of personalized itineraries that can be shared among participants. This streamlined approach enables groups to manage their travel experiences more efficiently and collaboratively.

Doorvest

Series A in 2021
Doorvest is a full-service real estate investing platform that helps busy working professionals own passive income rental homes. The company is an end-to-end rental home investing platform that helps individuals own real estate to generate passive income and build equity. Its platform assists in investing in cash flowing rental homes by properly identifying, planning, purchasing, and owning lease houses that enable users to unlock homeownership, passive income, and equity by investing in properties online.

Databento

Series A in 2021
Databento offers a streamlined platform for accessing financial market data, founded by professionals with backgrounds in trading and engineering from leading quantitative hedge funds. The company provides a self-service model that allows users to access live exchange feeds and vast amounts of historical data efficiently. Clients can choose between a pay-as-you-go system or flat-rate pricing, providing flexibility based on their needs. By hosting servers in colocation facilities at various trading venues, Databento ensures low-latency and high-fidelity data capture directly from the source. Its platform also automates data licensing and reduces onboarding time, making it easier for businesses and financial institutions to obtain reliable, institutional-grade data while minimizing storage costs.

Vouch

Series C in 2021
Vouch, Inc. is a provider of insurance products and services specifically tailored for startups in the United States. The company offers a range of coverage options, including general liability, business property, directors and officers insurance, errors and omissions, cyber coverage, crime coverage, employment practices liability, hired and non-owned auto, and fiduciary liability. Vouch operates a tech-enabled platform that allows businesses to access multiple insurance carriers and receive instant quotes, facilitating customized coverage solutions. By leveraging technology and industry expertise, Vouch aims to help high-growth companies manage risk effectively as they scale. Founded in 2016 and based in San Francisco, California, Vouch operates as a subsidiary of SVB Financial Group.

Baffle

Series B in 2021
Baffle, Inc. is a software company based in Santa Clara, California, that specializes in data encryption solutions. Founded in 2015, Baffle offers a range of products including advanced data protection, application tier solutions, and secure multi-party compute options. Its platform is designed to simplify data-centric encryption, allowing organizations to share sensitive information securely while ensuring compliance with data privacy regulations. Baffle's technology enables applications to process encrypted data without the need for decryption, which facilitates privacy-preserving analytics in artificial intelligence and machine learning. The company’s solutions help organizations move data to the cloud efficiently and responsibly, without compromising user experience or security.

Lumanu

Series A in 2021
Lumanu, Inc. is a digital marketing platform that facilitates connections between companies and brand ambassadors, primarily serving brand marketers, performance marketers, agency marketers, and creators. Founded in 2016 and based in Oakland, California, with an additional office in Milwaukee, the company offers a range of solutions including SocialCert, which enables influencers to share content and usage rights with marketers; Content Manager, which helps in content ingestion from influencers; and SmartBoost, which generates advertisements using influencer-created content. In addition to its marketing solutions, Lumanu provides financial management tools that simplify payment processes and compliance for creators and freelancers, enabling them to efficiently manage their business operations while fostering a supportive community.

Rabbet

Series B in 2021
Rabbet is a construction finance platform designed to simplify and enhance the management of construction loans. By automating the construction draw process, Rabbet reduces administrative burdens and increases the speed at which accurate information is shared among stakeholders. The platform provides transparency in loan management by ensuring compliance with documentation and streamlining audit processes. Additionally, it tracks lien releases directly linked to progress payments, thereby minimizing risks associated with construction lending and navigating the complexities of regulatory requirements. Through these capabilities, Rabbet aims to facilitate more efficient transactions within the construction finance sector.

Paro

Series B in 2021
Paro is a platform that connects businesses with freelance finance professionals, including bookkeepers, accountants, and analysts, offering remote, on-demand support. Founded in 2015 and based in Chicago, Illinois, Paro utilizes artificial intelligence to match companies with experts who can address various financial needs. Their services encompass month-end accounting, tax preparation, financial modeling, cash flow management, and strategic advisory, among others. By leveraging a community of highly vetted finance specialists, Paro aims to provide tailored solutions that help businesses navigate immediate challenges and drive growth. This approach combines industry expertise with advanced technology, allowing companies to efficiently access the finance and accounting support they require to manage and expand their operations.

Glean AI

Seed Round in 2021
Glean AI is a New York-based company that provides an all-in-one spend management solution tailored for small and mid-market businesses. Utilizing advanced artificial intelligence, Glean analyzes expense drivers and offers detailed insights that are frequently missed by finance teams and budget owners. Its platform not only automates financial processes but also delivers line-item level data analysis, empowering finance teams to achieve significant cost savings. By streamlining invoice payments and reducing manual work, Glean enhances overall financial efficiency, allowing companies to better manage their spending.

Ridepanda

Seed Round in 2021
Ridepanda is an online marketplace specializing in the sale of eco-friendly electric vehicles, including e-bikes, e-mopeds, and e-scooters. The platform is designed to cater to individual needs by allowing users to select vehicles based on their height, weight, and personal preferences. In addition to offering a curated selection of sustainable rides, Ridepanda provides essential services to enhance customer experience, such as flexible financing options, extended warranties, theft insurance, vehicle assembly, and maintenance plans. This comprehensive approach enables customers to purchase electric vehicles with added confidence and convenience.

Tilled

Series A in 2021
Tilled, Inc. operates a payments platform that provides a PayFac-as-a-Service solution, enabling business-to-business independent software vendors (ISVs) to monetize payments processed through their systems. Founded in 2019 and based in Boulder, Colorado, Tilled offers hosted payment forms, recurring payments, and split payments services. Its platform utilizes modern application programming interfaces (APIs) and software development kits (SDKs) to facilitate seamless payment integration, allowing software companies to launch quickly without incurring upfront costs or needing additional staffing. By managing the complexities of payment facilitation, including regulatory compliance and associated liabilities, Tilled allows software vendors, marketplaces, and SaaS companies to focus on their core operations while generating revenue from credit card processing.

Intrinio

Series B in 2021
Intrinio is a financial data company that provides an accessible platform for investors and developers through its application programming interface. The company's mission is to simplify financial data access, enabling users to save time and reduce costs associated with data collection and analysis. By offering a variety of financial data feeds, including fundamentals, economic indicators, insider transactions, and stock prices, Intrinio facilitates valuable insights from SEC filings in user-friendly formats. This approach empowers developers to create innovative financial analytics products while allowing investors to focus on research, testing assumptions, and generating insights. Intrinio aims to reshape the financial data landscape by fostering collaboration among data providers, developers, and investors, ultimately enhancing the overall financial innovation ecosystem.

Jock MKT

Series A in 2021
Jock MKT is a fantasy gaming platform that allows users to engage in real-time trading of athlete shares, enabling them to capitalize on their knowledge of sports to earn money during games. The platform facilitates live trading games for daily fantasy sports, where users can buy and sell shares of athletes as prices fluctuate based on trading activity. This dynamic system allows for in-game trading among friends and provides analytical tools to enhance user experience. Jock MKT also manages registrations and payment processing, ensuring a seamless experience for users as they create teams and participate in tournaments.

Mendel

Seed Round in 2021
Mendel offers a corporate expense management platform that streamlines financial processes for businesses. Its solutions include automated expense tracking, corporate cards, and real-time reporting to improve visibility and control over company spending. The platform integrates with accounting systems and provides analytics for better financial decision-making.

Grata

Seed Round in 2021
Grata Inc. is a technology company that specializes in Software-as-a-Service solutions designed to enhance B2B research processes. Founded in 2015 and headquartered in New York with an additional office in Boston, the company operates a search engine that assists private equity, sales, and marketing teams in locating and targeting private companies. Utilizing machine learning and artificial intelligence, Grata's platform enables users to find similar companies, automate personalized outreach, and analyze market conditions. It also offers tools for voice of customer diligence and competitive intelligence, providing valuable insights from online reviews. Grata's solutions are particularly useful for business development professionals engaged in middle market private equity deals, staffing and recruiting, and targeted sales and marketing campaigns.

Anduin

Seed Round in 2021
Anduin brings transparency and trust to private market transactions and board actions to help all parties better understand and execute fair outcomes. The workflow platform creates efficiencies for a number of processes such as due diligence, milestone reporting, auditing, and deal negotiation. By saving everybody time and preventing mistakes, Anduin is the trusted source of information about transactions which all parties can understand and rely on.

Baffle

Convertible Note in 2021
Baffle, Inc. is a software company based in Santa Clara, California, that specializes in data encryption solutions. Founded in 2015, Baffle offers a range of products including advanced data protection, application tier solutions, and secure multi-party compute options. Its platform is designed to simplify data-centric encryption, allowing organizations to share sensitive information securely while ensuring compliance with data privacy regulations. Baffle's technology enables applications to process encrypted data without the need for decryption, which facilitates privacy-preserving analytics in artificial intelligence and machine learning. The company’s solutions help organizations move data to the cloud efficiently and responsibly, without compromising user experience or security.

Method Financial

Pre Seed Round in 2021
Method Financial is a developer of a financial connectivity API that focuses on consumer liability data and payments. The company offers a loan management application designed to simplify and secure debt repayment. Its platform enables real-time access to consumer credit and liability accounts, facilitating end-to-end refinance experiences and one-click checkout capabilities. By providing comprehensive real-time credit data and integrated payment solutions, Method Financial empowers lenders, fintech companies, and financial institutions to create personalized lending and financial management experiences. This connectivity allows users to securely manage all their liabilities while retrieving detailed financial information.

Harmonic.ai

Venture Round in 2021
Harmonic connects entrepreneurs with the resources & capital they need to drive innovation. Harmonic's data engine provides insights into startups & professionals, allowing its users to identify opportunities using fresh company information. Harmonic was established in 2020 in San Francisco, California.

SecureSave

Seed Round in 2021
SecureSave offers a specialized emergency savings solution aimed at enhancing financial wellness for employees. By providing a platform that allows employers to contribute to employees' savings accounts, SecureSave helps workers build a financial safety net for unexpected expenses. This initiative not only supports recruitment and retention efforts but also reduces the need for loans and withdrawals, thereby alleviating financial stress among employees. Through its focus on emergency savings, SecureSave makes a significant impact on workplace financial health at a lower cost compared to traditional savings programs.

Nirvana Health

Seed Round in 2020
Nirvana Health is a mental health company that offers an insurance intelligence platform designed to assist therapists in managing their finances and improving patient care. The platform provides tools for care providers to verify insurance coverage from the initial intake through to ongoing patient management, significantly reducing time and resource expenditure. By leveraging artificial intelligence and machine learning, Nirvana Health facilitates client billing, payment plans, reimbursement services, and financial management. This innovation enhances the patient experience by enabling upfront payments at the time of service, thereby streamlining appointment scheduling. For therapists, the platform also minimizes claim denials, supporting their financial and revenue cycle management efforts and ensuring uninterrupted access to quality mental health care.

Carputty

Seed Round in 2020
Carputty is a consumer automotive startup that specializes in providing straightforward car loan services. Founded in 2020 by Patrick Bayliss and Joshua Tatum, the company offers a flexible line of auto credit designed to simplify the financing process for customers. Utilizing a proprietary predictive valuation tool, Carputty helps clients understand the optimal times to buy and sell their vehicles, encouraging them to view their cars as valuable assets. This transparent and user-friendly approach allows customers to access auto loans with ease, whether for refinancing, purchasing, or leasing vehicles.

Zapata Computing

Series B in 2020
Zapata Computing, Inc. is a quantum software company that specializes in developing computing solutions for various industries, including finance, healthcare, logistics, and pharmaceuticals. Founded in 2017 and headquartered in Boston, Massachusetts, with an additional office in Toronto, the company offers Orquestra, a software platform that enables users to compose quantum workflows and execute them on both quantum and classical hardware. This platform facilitates simulations, optimizations, and machine learning applications, allowing for efficient management of complex tasks across different environments. As a spin-out from Harvard University, Zapata Computing leverages advanced computational techniques grounded in quantum physics to provide hardware-agnostic solutions tailored to enterprise organizations.

Steno

Series A in 2020
Steno is a provider of court reporting and litigation support services, specializing in remote solutions to enhance the legal process. The company offers a comprehensive suite of services that includes remote depositions, court reporting, videography, interpreters, and video synchronization with transcripts. Steno's platform is designed to address financing and technical challenges by providing deferred payment options, allowing clients to access essential legal services without immediate financial strain. Focused on innovation and customer service, Steno aims to streamline the litigation experience and ensure reliable support for legal professionals.

Grata

Seed Round in 2020
Grata Inc. is a technology company that specializes in Software-as-a-Service solutions designed to enhance B2B research processes. Founded in 2015 and headquartered in New York with an additional office in Boston, the company operates a search engine that assists private equity, sales, and marketing teams in locating and targeting private companies. Utilizing machine learning and artificial intelligence, Grata's platform enables users to find similar companies, automate personalized outreach, and analyze market conditions. It also offers tools for voice of customer diligence and competitive intelligence, providing valuable insights from online reviews. Grata's solutions are particularly useful for business development professionals engaged in middle market private equity deals, staffing and recruiting, and targeted sales and marketing campaigns.

Ridepanda

Seed Round in 2020
Ridepanda is an online marketplace specializing in the sale of eco-friendly electric vehicles, including e-bikes, e-mopeds, and e-scooters. The platform is designed to cater to individual needs by allowing users to select vehicles based on their height, weight, and personal preferences. In addition to offering a curated selection of sustainable rides, Ridepanda provides essential services to enhance customer experience, such as flexible financing options, extended warranties, theft insurance, vehicle assembly, and maintenance plans. This comprehensive approach enables customers to purchase electric vehicles with added confidence and convenience.

Composer

Seed Round in 2020
Composer is a Toronto-based company that provides an artificial intelligence-powered trading platform designed to transform the landscape of active trading. Founded in 202, the platform allows users to create, test, and manage automated investment strategies without the need for coding skills. By streamlining the process for retail traders, Composer aims to enhance investment opportunities and facilitate better returns for its users.

Zapata Computing

Venture Round in 2020
Zapata Computing, Inc. is a quantum software company that specializes in developing computing solutions for various industries, including finance, healthcare, logistics, and pharmaceuticals. Founded in 2017 and headquartered in Boston, Massachusetts, with an additional office in Toronto, the company offers Orquestra, a software platform that enables users to compose quantum workflows and execute them on both quantum and classical hardware. This platform facilitates simulations, optimizations, and machine learning applications, allowing for efficient management of complex tasks across different environments. As a spin-out from Harvard University, Zapata Computing leverages advanced computational techniques grounded in quantum physics to provide hardware-agnostic solutions tailored to enterprise organizations.

Cube

Seed Round in 2020
Cube is the first spreadsheet-native FP&A platform that helps strategic finance teams build multi-scenario plans, track performance, and drive business decisions using the spreadsheets they've come to rely on. By integrating FP&A automation and workflows into the tools users live in every day, including Excel and Google Sheets, Cube enables teams to quickly and confidently plan for the unexpected and stay ahead of changes. To learn more, join Cube’s community Strategic Finance Pros on Slack (https://www.cubesoftware.com/community-survey) or visit cubesoftware.com. Cube pairs the power and performance of an enterprise engine with the flexibility and familiarity of the world’s most universal UI—the spreadsheet, enabling teams to quickly and confidently plan for the unexpected and stay ahead of changes. The company was founded in 2018 and is headquartered in New York.

True Link

Series B in 2020
True Link is a diversified financial services firm dedicated to protecting and increasing our customers' independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.

Icon

Seed Round in 2020
Icon is a retirement technology company pioneering Portable Retirement Plans (PRPs) and infrastructure solutions for the retirement industry. Icon’s advanced software eliminates the cost, complexity, and compliance burdens of legacy 401(k) systems, making high-quality retirement savings accessible to businesses of all sizes. With seamless automation and true portability, the PRP by Icon ensures workers keep their investments intact throughout their careers—without rollovers, disruptions, or employer dependency. By modernizing workplace savings, Icon is reshaping the future of retirement.

Ansel

Seed Round in 2020
Ansel Health is a developer of a health insurance platform designed for employers to improve employee benefits through a straightforward supplemental health benefits plan. The company provides insurance services that offer cash payouts to individuals diagnosed with various conditions, including those related to COVID-19. This support helps alleviate financial burdens associated with serious health issues, ensuring that employees have access to necessary resources for recovery.

Kindest

Pre Seed Round in 2020
Kindest is the first ever, fully-automated fundraising platform for non-profits. Kindest is an internet company that is enabling non-profit organizations to fundraise for FREE. The tip-based model eliminates all friction for onboarding. "Kindest is one of the fastest-growing startups in my entire portfolio." -Charles Hudson, Precursor Ventures

Savvy

Seed Round in 2020
Savvy's healthcare payments platform enables millions of businesses and the brokers they work with to offer consumer-focused healthcare for the first time. Savvy is backed by Y Combinator.

TravelBank

Series C in 2020
TravelBank is a comprehensive business travel and expense management platform catering to over 20,000 companies. The platform aims to enhance control over travel programs, leading to an average reduction in travel expenses by 30%. It features a user-friendly design and a travel rewards program that promotes employee satisfaction. Businesses can easily create and implement customized travel policies while establishing a baseline for their travel expenditures. TravelBank also offers a dedicated customer support team available 24/7 via phone, email, or chat to assist clients with any inquiries.

Kinside

Venture Round in 2020
Kinside gives parents everything they need to make work work: from securing a spot for your child, to paying for care online, and accessing tax savings and contributions from your employer.

Hola Cash

Seed Round in 2020
Hola Cash is a pioneering payment platform in Latin America that offers a comprehensive checkout solution by integrating various payment methods into a single interface. This innovative approach simplifies the payment process for merchants, allowing them to connect with multiple providers efficiently and affordably. Additionally, Hola Cash enhances the user experience by enabling fast, one-click transactions that reduce friction during the checkout process. The platform not only facilitates payments to friends, stores, and merchants without the need for cash or cards but also helps users earn rewards while streamlining their financial transactions. Through its focus on fraud prevention and accessibility, Hola Cash aims to transform the way payments are made in the region.

Jock MKT

Venture Round in 2019
Jock MKT is a fantasy gaming platform that allows users to engage in real-time trading of athlete shares, enabling them to capitalize on their knowledge of sports to earn money during games. The platform facilitates live trading games for daily fantasy sports, where users can buy and sell shares of athletes as prices fluctuate based on trading activity. This dynamic system allows for in-game trading among friends and provides analytical tools to enhance user experience. Jock MKT also manages registrations and payment processing, ensuring a seamless experience for users as they create teams and participate in tournaments.

Vouch

Venture Round in 2019
Vouch, Inc. is a provider of insurance products and services specifically tailored for startups in the United States. The company offers a range of coverage options, including general liability, business property, directors and officers insurance, errors and omissions, cyber coverage, crime coverage, employment practices liability, hired and non-owned auto, and fiduciary liability. Vouch operates a tech-enabled platform that allows businesses to access multiple insurance carriers and receive instant quotes, facilitating customized coverage solutions. By leveraging technology and industry expertise, Vouch aims to help high-growth companies manage risk effectively as they scale. Founded in 2016 and based in San Francisco, California, Vouch operates as a subsidiary of SVB Financial Group.

Vouch

Series B in 2019
Vouch, Inc. is a provider of insurance products and services specifically tailored for startups in the United States. The company offers a range of coverage options, including general liability, business property, directors and officers insurance, errors and omissions, cyber coverage, crime coverage, employment practices liability, hired and non-owned auto, and fiduciary liability. Vouch operates a tech-enabled platform that allows businesses to access multiple insurance carriers and receive instant quotes, facilitating customized coverage solutions. By leveraging technology and industry expertise, Vouch aims to help high-growth companies manage risk effectively as they scale. Founded in 2016 and based in San Francisco, California, Vouch operates as a subsidiary of SVB Financial Group.

Own Up

Venture Round in 2019
Own Up is a home loan marketplace designed to assist clients in locating suitable mortgages and lenders. The company focuses on ensuring that borrowers do not overpay for their mortgage by providing customized data that clearly outlines the appropriate payment amounts. Its services include tools for evaluating lenders, determining affordability, comparing loan offers, and obtaining pre-approval letters on demand. This comprehensive approach aims to optimize and simplify the home financing process for users.

She's Well

Seed Round in 2019
She’s Well brings a Netflix-like subscription model to fertility, to help women, men, and couples to have children when they’re ready. The company works with its network of top-tier fertility centers to provide financing plans for fertility testing, IVF, egg freezing and sperm freezing. With an on-demand concierge care approach, She’s Well provides support and guidance, to make the fertility journey less confusing and isolating. 1 in 6 couples has trouble conceiving and we’re waiting longer to try. Women increasingly delay childbirth - one in three women in the U.S. has her first child after 30 and one in ten after 35. Male sperm count has decreased over 50 percent in the last decade. Despite all the solutions available on the market, infertility services remain available to only 1%. Health plans usually don't cover infertility treatments. The typical costs range from 12,000 to 20,000 dollars for IVF, plus another few thousand for the genetic testing involved to ensure the fetus is chromosomally normal. To help, She’s well started out offering subscription plans and concierge guidance to make fertility care more affordable and accessible to the 99%. We need to usher a world where decisions about family and career aren't ruled by biological clocks and where the best options, science, and care are available to everyone who wants to start a family.

True Link

Venture Round in 2019
True Link is a diversified financial services firm dedicated to protecting and increasing our customers' independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.

Baffle

Venture Round in 2019
Baffle, Inc. is a software company based in Santa Clara, California, that specializes in data encryption solutions. Founded in 2015, Baffle offers a range of products including advanced data protection, application tier solutions, and secure multi-party compute options. Its platform is designed to simplify data-centric encryption, allowing organizations to share sensitive information securely while ensuring compliance with data privacy regulations. Baffle's technology enables applications to process encrypted data without the need for decryption, which facilitates privacy-preserving analytics in artificial intelligence and machine learning. The company’s solutions help organizations move data to the cloud efficiently and responsibly, without compromising user experience or security.

Compound

Seed Round in 2019
Compound is a global real estate investment marketplace that facilitates the cross-border movement of real estate investment capital between foreign and domestic investors and investment opportunities using an SEC-compliant structure and a network of payment and processing solutions. Compound is a technology-enabled real estate marketplace that is reimagining how the world invests in urban residential real estate. Compound enables diverse groups of people from all around the world to buy and sell small “pieces” of residential real estate in some of the world’s top cities, places like New York City, Miami, Nashville, Austin, San Francisco, Los Angeles, London, Tel Aviv, Tokyo, and beyond.

Car IQ

Series A in 2019
Car IQ Inc. is a San Francisco-based company that specializes in a cloud-based vehicle management platform and payment gateway tailored for auto dealer groups, car sharing services, and autonomous drivers. Founded in 2016, the company has developed an automotive-grade payment solution that allows vehicles to initiate payments directly to merchants without the need for credit cards. By leveraging telematics and vehicle data, Car IQ's platform provides detailed insights into fleet operations, enabling clients to monitor transactions and prevent fraud effectively. The platform integrates seamlessly with existing technologies, consolidates all transactions into a single ledger, and facilitates management of spending, customer service, and inventory.

Intrinio

Series A in 2019
Intrinio is a financial data company that provides an accessible platform for investors and developers through its application programming interface. The company's mission is to simplify financial data access, enabling users to save time and reduce costs associated with data collection and analysis. By offering a variety of financial data feeds, including fundamentals, economic indicators, insider transactions, and stock prices, Intrinio facilitates valuable insights from SEC filings in user-friendly formats. This approach empowers developers to create innovative financial analytics products while allowing investors to focus on research, testing assumptions, and generating insights. Intrinio aims to reshape the financial data landscape by fostering collaboration among data providers, developers, and investors, ultimately enhancing the overall financial innovation ecosystem.

Better.com

Series C in 2019
Better.com democratized the home-financing ecosystem, replacing it with a digitized process that eliminates commissions, fees, unnecessary steps, and time-wasting branch appointments. In addition to providing mortgage rates in seconds, Better.com’s platform offers a digital marketplace featuring competitive quotes from an array of insurance providers for the seamless purchase of a homeowner's insurance policy and instant access to leading real estate agents across the country. To date, Better.com has done $7.9B in home loans and $1B in insurance.

Vouch

Venture Round in 2018
Vouch, Inc. is a provider of insurance products and services specifically tailored for startups in the United States. The company offers a range of coverage options, including general liability, business property, directors and officers insurance, errors and omissions, cyber coverage, crime coverage, employment practices liability, hired and non-owned auto, and fiduciary liability. Vouch operates a tech-enabled platform that allows businesses to access multiple insurance carriers and receive instant quotes, facilitating customized coverage solutions. By leveraging technology and industry expertise, Vouch aims to help high-growth companies manage risk effectively as they scale. Founded in 2016 and based in San Francisco, California, Vouch operates as a subsidiary of SVB Financial Group.

Alpaca

Seed Round in 2018
Alpaca is a developer-focused financial technology platform that provides an embedded brokerage infrastructure for accessing financial markets through modern application programming interfaces (APIs). The platform enables users to trade stocks and cryptocurrencies, offering real-time market data and tools for algorithmic trading. With its developer-friendly approach, Alpaca supports a wide range of applications and businesses worldwide, attracting tens of thousands of developers who utilize its services to create and enhance investing applications. The company has raised over $100 million in funding from prominent investors, reflecting its strong position in the financial technology landscape.

Arcus Financial Intelligence

Series A in 2018
Arcus Financial Intelligence, Inc. is a New York-based company that develops and operates an application program interface (API) platform designed for banks and financial institutions. The platform focuses on managing consumer bills and financial data, offering real-time bill management and payment services. Users can gain insights into their family finances, including details about outstanding bills, amounts owed, and due dates. Additionally, Arcus provides a multi-rail payment platform that facilitates various payment methods, making payments more accessible for consumers. Founded in 2012 and originally known as Regalii Inc., the company rebranded to Arcus Financial Intelligence, Inc. in June 2018.

Alviere

Series A in 2018
Alviere is a finance platform that offers embedded financial products and technology, allowing businesses to deliver a range of financial services to their customers. The platform facilitates banking, mobile payments, card issuance, payment processing, and cross-border currency exchange. By providing a flexible framework, Alviere enables brands to launch new financial service lines, thereby enhancing customer relationships and insights while boosting satisfaction and retention. This approach not only strengthens customer connections but also helps businesses increase revenue and maximize profits.

Haven Money

Venture Round in 2018
Haven Money is a wealth management platform designed to assist users, particularly busy millennials, in managing their finances effectively. The platform offers a free dashboard that enables users to monitor their financial status while utilizing advanced AI technology to analyze their spending and saving habits. It automates the process of saving and investing by adjusting users' account balances based on their unique income and spending patterns. Additionally, Haven Money facilitates seamless transfers from users' Haven accounts to their checking accounts, ensuring that individuals can effortlessly reach their financial goals. With features such as high-yield accounts and automated financial management, Haven Money aims to simplify the complexities of personal finance for its users.

FinLocker

Seed Round in 2018
FinLocker, LLC is a financial technology company founded in 2014 and based in St. Louis, Missouri. It develops a consumer-enabled financial data platform that facilitates the loan process for mortgages and other financial products. The platform serves both businesses and consumers by streamlining loan transactions and enhancing the overall financial experience. For businesses, FinLocker provides tools that cut costs, reduce fraud, and mitigate risks while improving customer satisfaction and operational efficiency. For consumers, the platform simplifies the loan application process, minimizes paperwork, and enables better management of personal finances. Using consumer consent, FinLocker captures essential borrower data and employs intelligent analytics to offer tailored loan product recommendations based on individual financial profiles.

OpenInvest

Series A in 2018
Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

Tamr

Series B in 2018
Tamr, Inc. is an enterprise data unification company that specializes in providing data management solutions. The company offers a platform that utilizes machine learning combined with human expertise to identify and integrate diverse internal and external data sources, thereby enabling organizations to manage siloed data effectively. Tamr's services include enterprise data preparation, clinical data conversion, procurement optimization, and customer data integration, catering to various sectors such as financial services, life sciences, government, and manufacturing. Founded in 2013 by experienced professionals in the database industry, Tamr is headquartered in Cambridge, Massachusetts, with additional offices in major cities including New York, Seattle, San Francisco, Washington, D.C., and London. The company aims to deliver valuable insights from data, supporting clients in achieving successful business outcomes.

Mezu

Venture Round in 2018
Mezu, Inc., established in 2017 and based in Cleveland Heights, Ohio, operates in the banking industry with a focus on mobile payments. The company offers a secure and private mobile payment app that allows users to send and receive money without revealing personal information. This platform enables users to pay, tip, earn, and donate easily and at no cost, prioritizing user privacy and discretion in financial transactions. Mezu's app is accessible on both iOS and Android devices in the United States, reflecting its commitment to providing a cash-like experience in digital payments.

BaseVenture

Venture Round in 2018
BaseVenture is a software company that specializes in developing innovative solutions for the alternative investment industry, particularly in financial reporting, data visualization, and process management. The company offers a digital fund management platform that simplifies and modernizes the administration of private funds. This platform streamlines and automates critical middle and back-office functions, allowing fund managers, asset allocators, and fund administrators to enhance operational efficiency. By improving investor satisfaction and enabling smarter investment decisions, BaseVenture empowers its clients to focus on growth and delivering value to their investors.

FIS

Post in 2018
FIS focuses on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. FIS serves more than 20,000 clients in over 130 countries. Headquartered in Jacksonville, Florida, FIS employs more than 53,000 people worldwide. FIS is a Fortune 500 company and is a member of the Standard & Poor’s 500® Index.

Prophia

Seed Round in 2018
Prophia is a data management and insights platform specifically designed for the commercial real estate industry. The company focuses on automating lease abstraction and managing complex lease documents through advanced AI technology. By extracting key clauses and financial terms, Prophia's platform helps users optimize rental agreements, uncover hidden opportunities, and enhance portfolio management. This innovative approach enables commercial real estate owners and forward-thinking innovators to leverage data effectively, ultimately driving better asset performance and informed decision-making. Prophia aims to transform how the industry aggregates and utilizes unstructured building data, fostering improved efficiency and profitability.

Adjoint

Series A in 2018
Adjoint, Inc. is a provider of blockchain technology-based software solutions tailored for the financial sector. Founded in 2016 and headquartered in Boston, Massachusetts, the company develops comprehensive software suites, including Adjoint Uplink and Adjoint X Suite. Adjoint Uplink automates complex multi-party transaction workflows, converting them into secure digital processes for various organizations. Meanwhile, Adjoint X Suite facilitates the deployment and management of Adjoint Uplink and smart distributed ledger technology, allowing for the creation of smart contracts using specialized programming languages. The company's offerings serve diverse areas such as treasury management, banking, capital markets, insurance, and energy trading. Adjoint's solutions are designed to enhance efficiency, security, and compliance in financial operations, helping enterprises reduce costs and manage risk effectively.

Archblock

Seed Round in 2018
Archblock is a financial technology company that focuses on bridging institutional capital to decentralized finance (DeFi) by enhancing modern financial infrastructure. As a key contributor to TrueFi, Archblock facilitates the involvement of institutional lenders and fund managers in blockchain-based lending, promoting transparency and accessibility in global lending markets. The company develops web3-enabled products that improve trading volume and liquidity for trusted stablecoins. Its platform ensures that fiduciaries adhere to smart contract instructions, backed by civil and criminal law, while providing legal recognition of ownership through financial institutions. This modular suite of products allows institutions and asset managers to create and manage stablecoins, tokenize real-world assets, and oversee portfolios, thereby enabling clients to generate asset-backed tokens and process digital payments in real-time. Founded in 2017 and headquartered in San Francisco, Archblock aims to redefine financial infrastructure for a more efficient and accessible global economy.

Archblock

Venture Round in 2017
Archblock is a financial technology company that focuses on bridging institutional capital to decentralized finance (DeFi) by enhancing modern financial infrastructure. As a key contributor to TrueFi, Archblock facilitates the involvement of institutional lenders and fund managers in blockchain-based lending, promoting transparency and accessibility in global lending markets. The company develops web3-enabled products that improve trading volume and liquidity for trusted stablecoins. Its platform ensures that fiduciaries adhere to smart contract instructions, backed by civil and criminal law, while providing legal recognition of ownership through financial institutions. This modular suite of products allows institutions and asset managers to create and manage stablecoins, tokenize real-world assets, and oversee portfolios, thereby enabling clients to generate asset-backed tokens and process digital payments in real-time. Founded in 2017 and headquartered in San Francisco, Archblock aims to redefine financial infrastructure for a more efficient and accessible global economy.

Haven Money

Venture Round in 2017
Haven Money is a wealth management platform designed to assist users, particularly busy millennials, in managing their finances effectively. The platform offers a free dashboard that enables users to monitor their financial status while utilizing advanced AI technology to analyze their spending and saving habits. It automates the process of saving and investing by adjusting users' account balances based on their unique income and spending patterns. Additionally, Haven Money facilitates seamless transfers from users' Haven accounts to their checking accounts, ensuring that individuals can effortlessly reach their financial goals. With features such as high-yield accounts and automated financial management, Haven Money aims to simplify the complexities of personal finance for its users.

Jopwell

Series A in 2017
Jopwell, Inc. is a career platform based in New York that connects Black, Latino/Hispanic, and Native American professionals and students with job opportunities across various industries, including technology, finance, and education. Founded in 2015 by former Goldman Sachs employees Porter Braswell and Ryan Williams, Jopwell aims to empower candidates and companies by providing a diverse pipeline of talent. The platform facilitates the recruitment process for partner companies, enabling them to access underrepresented candidates at various career stages, from internships to experienced hires. Jopwell's mission focuses on leveraging technology to enhance access to professional opportunities and promote diversity in the workforce. The company has gained recognition for its innovative approach, being featured in publications such as Inc. and Fast Company.

Vestmark

Private Equity Round in 2016
Vestmark, headquartered in Wakefield, MA, is a prominent technology platform provider specializing in wealth management and investment advisory solutions since its establishment in 2001. The company focuses on developing software that simplifies investment management processes, enabling broker-dealers, asset managers, bank trusts, and advisors to efficiently propose and enroll accounts, construct and manage portfolios, and monitor investable assets. By utilizing a Software as a Service (SaaS) deployment model, Vestmark supports its clients in managing over 1 million accounts, which collectively represent more than $250 billion in assets under management. Through its innovative technologies, Vestmark aims to enhance the advisory solutions industry and foster its growth while providing a rewarding work environment.

FinLocker

Venture Round in 2014
FinLocker, LLC is a financial technology company founded in 2014 and based in St. Louis, Missouri. It develops a consumer-enabled financial data platform that facilitates the loan process for mortgages and other financial products. The platform serves both businesses and consumers by streamlining loan transactions and enhancing the overall financial experience. For businesses, FinLocker provides tools that cut costs, reduce fraud, and mitigate risks while improving customer satisfaction and operational efficiency. For consumers, the platform simplifies the loan application process, minimizes paperwork, and enables better management of personal finances. Using consumer consent, FinLocker captures essential borrower data and employs intelligent analytics to offer tailored loan product recommendations based on individual financial profiles.

Tamr

Series A in 2014
Tamr, Inc. is an enterprise data unification company that specializes in providing data management solutions. The company offers a platform that utilizes machine learning combined with human expertise to identify and integrate diverse internal and external data sources, thereby enabling organizations to manage siloed data effectively. Tamr's services include enterprise data preparation, clinical data conversion, procurement optimization, and customer data integration, catering to various sectors such as financial services, life sciences, government, and manufacturing. Founded in 2013 by experienced professionals in the database industry, Tamr is headquartered in Cambridge, Massachusetts, with additional offices in major cities including New York, Seattle, San Francisco, Washington, D.C., and London. The company aims to deliver valuable insights from data, supporting clients in achieving successful business outcomes.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.