Alumni Ventures

Neo Financial is a FinTech company that offers an array of banking and financial services designed for efficient money management. It provides a secure platform for spending, saving, and earning rewards. Neo's credit card, issued by ATB Financial, operates on the Mastercard network, allowing users to make purchases easily. Additionally, the Neo Savings account, backed by Concentra Bank, offers competitive interest rates and is protected by deposit insurance. The company focuses on delivering a seamless experience with no monthly fees or minimum balance requirements, enabling users to manage their finances with greater flexibility and security.

Global Predictions is a financial technology company founded by a team with extensive experience at Bridgewater, leveraging artificial intelligence to deliver investment insights and financial advice. The company has developed a proprietary Economic Insights Engine that powers its fintech solutions, making them accessible to millions through their API and tailored insights. Their flagship product, PortfolioPilot.com, serves as a personal AI financial advisor for individuals, managing over $30 billion in assets. The platform is designed to offer personalized recommendations and guidance for investment portfolio management, helping users navigate economic shifts effectively.

The first and only platform to create a Digital Living Trust in minutes. Easily add your assets and decide who should inherit them.

Honest is a company focused on developing financial products that enhance users' experience with economical transactions. It offers a credit card application characterized by no annual fees, low interest rates on purchases and balance transfers, as well as rewards points for every transaction. These features are designed to help customers build their credit history and improve their overall financial well-being. By prioritizing user-friendly financial solutions, Honest aims to make financial management accessible and beneficial for its customers.

AAZZUR Ltd is a fintech company based in London that specializes in developing a financial orchestration platform. The platform allows businesses to seamlessly embed tailored financial services, such as banking, wealth management, and insurance, into their offerings without the need for significant investment in technology infrastructure. AAZZUR provides a mobile banking solution that includes live accounts and cards, alongside a customizable customer interface that allows for shared accounts. The company simplifies the integration process by providing pre-built, regulatory-compliant components, enabling clients to launch or integrate services more rapidly and efficiently. This approach enhances customer engagement, drives revenue growth, and reduces operational costs. Originally incorporated as BEEONE TECHNOLOGY LIMITED in 2017, AAZZUR rebranded in December 2017 to reflect its evolving focus on fintech solutions.

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.

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.

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.

Honest is a company focused on developing financial products that enhance users' experience with economical transactions. It offers a credit card application characterized by no annual fees, low interest rates on purchases and balance transfers, as well as rewards points for every transaction. These features are designed to help customers build their credit history and improve their overall financial well-being. By prioritizing user-friendly financial solutions, Honest aims to make financial management accessible and beneficial for its customers.

BlockFi, Inc. is a New York-based financial services company that specializes in providing wealth management products for cryptocurrency investors. Founded in 2017, it offers interest-bearing accounts that allow clients to earn yields on their Bitcoin, Ether, and Gemini Dollar holdings. The company also facilitates secured loans in USD, where clients can collateralize their loans with cryptocurrency assets. Additionally, BlockFi provides a trading platform for exchanging various cryptocurrency pairs and customizable lending options for institutions. By leveraging a sophisticated infrastructure that integrates with multiple blockchains, BlockFi aims to enhance liquidity and efficiency in digital financial markets, catering to the needs of both individual and institutional clients.

Bend helps businesses and individuals manage their long-term financial health and the rising expense of healthcare. Their system is made to maximize revenue, ensure that tax savings opportunities are never missed, and facilitate HSA administration and use. They offer a method of participation, funding, saving, and payment by utilizing technology like artificial intelligence and machine learning.

Ryze is a developer of a cryptocurrency investment platform focused on helping members grow and protect their wealth. The platform simplifies bitcoin investing by analyzing real-time market data and making investment decisions tailored to users' individual risk profiles. It offers features such as automated investment, portfolio diversification, and live portfolio tracking, which enable customers to optimize their returns. Through its technology, Ryze aims to enhance the investment experience for those engaging in fintech and cryptocurrency markets.

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.

Alto Solutions, Inc. operates an online platform that facilitates the management of self-directed individual retirement accounts (IRAs). The company offers various IRA products, including Alto IRA, which allows users to invest in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Its Checkbook+ IRA provides customers with check-writing control, enhancing the management of real estate investments. Additionally, Alto CryptoIRA connects users directly to Coinbase for cryptocurrency trading. The platform features a user-friendly dashboard for managing accounts and investments, and assists investors in determining their eligibility for different types of investments while identifying financial trust companies for asset custody. Serving a diverse clientele that includes wealth managers, registered investment advisors, real estate owners, and entrepreneurs, Alto Solutions aims to democratize access to alternative asset investing. Founded in 2015 and based in Nashville, Tennessee, the company was previously known as Saltvest, Inc.

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 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.

Alto Solutions, Inc. operates an online platform that facilitates the management of self-directed individual retirement accounts (IRAs). The company offers various IRA products, including Alto IRA, which allows users to invest in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Its Checkbook+ IRA provides customers with check-writing control, enhancing the management of real estate investments. Additionally, Alto CryptoIRA connects users directly to Coinbase for cryptocurrency trading. The platform features a user-friendly dashboard for managing accounts and investments, and assists investors in determining their eligibility for different types of investments while identifying financial trust companies for asset custody. Serving a diverse clientele that includes wealth managers, registered investment advisors, real estate owners, and entrepreneurs, Alto Solutions aims to democratize access to alternative asset investing. Founded in 2015 and based in Nashville, Tennessee, the company was previously known as Saltvest, Inc.

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.

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

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.

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 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 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.

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.