Amplify Life Insurance
Series B in 2024
Founded in San Francisco, Amplify Life Insurance specializes in permanent life insurance products that facilitate tax-efficient savings and investments, while ensuring family protection. It pioneers a digital platform for frictionless policy customization, pre-underwriting, and in-force management, transforming the traditional manual and agent-driven industry.
Ivella offers banking and savings products designed for couples and develops banking and financial applications to help them split expenses. The platform supports joint checking accounts and balances, helps prevent unplanned withdrawals from individual funds, and tracks spending to show who initiated a transaction, how costs are split, and how much each person paid.
Addition Wealth
Seed Round in 2022
Addition Wealth is a digital platform that empowers employees to make informed financial decisions. It combines online tools, educational resources, expert content, and access to financial professionals, making personalized financial advice accessible to all employees. The company partners with employers to improve their workforce's financial well-being.
Amplify Life Insurance
Series A in 2022
Founded in San Francisco, Amplify Life Insurance specializes in permanent life insurance products that facilitate tax-efficient savings and investments, while ensuring family protection. It pioneers a digital platform for frictionless policy customization, pre-underwriting, and in-force management, transforming the traditional manual and agent-driven industry.
Atomic is a provider of personalized investment management services that lets companies embed investment accounts into their services. It allows companies to offer their end-users a disciplined way to invest with them.
Atomic was founded in 2020 by David Dindi in San Francisco, CA.
Ejara is a mobile investment platform designed specifically for Africa and its diasporas, offering access to a range of investment opportunities, including fractional shares, commodities, and cryptocurrencies. The company has developed blockchain-based software that facilitates the trading of investment products globally, allowing users to invest in various companies and manage their portfolios effectively. Ejara also provides features such as interest-saving accounts, which help users save and grow their investments over time. The platform is aimed at empowering traders by enabling them to track their investment performance and enjoy greater trading flexibility.
StepEx
Pre Seed Round in 2021
StepEx facilitates income share agreements for education funding. Borrowers sell a portion of their future income for a set period, ensuring affordable repayments and reducing borrowing costs compared to traditional personal debt. Corporations can fund talent acquisition by supporting qualified candidates from underrepresented demographics, lowering HR recruitment costs and providing ESG investment returns. Investors gain exposure to the labor market through this non-correlated asset class.
Amplify Life Insurance
Seed Round in 2021
Founded in San Francisco, Amplify Life Insurance specializes in permanent life insurance products that facilitate tax-efficient savings and investments, while ensuring family protection. It pioneers a digital platform for frictionless policy customization, pre-underwriting, and in-force management, transforming the traditional manual and agent-driven industry.
Wollit Ltd, established in 2017 and headquartered in London, specializes in providing financial stability to individuals with irregular incomes or zero-hour contracts through its online platform. The company offers instant top-ups, allowing users to maintain a consistent monthly income despite fluctuating work hours and earnings. Wollit's services aim to improve credit scores over time, enabling users to access better financial products and opportunities.
Wollit
Pre Seed Round in 2019
Wollit Ltd, established in 2017 and headquartered in London, specializes in providing financial stability to individuals with irregular incomes or zero-hour contracts through its online platform. The company offers instant top-ups, allowing users to maintain a consistent monthly income despite fluctuating work hours and earnings. Wollit's services aim to improve credit scores over time, enabling users to access better financial products and opportunities.
Kindur Services Inc., operating as Kindur, is a financial technology company based in New York that focuses on assisting baby boomers in their retirement transition. Established in 2016, Kindur offers a platform designed to enhance financial wellness for retirees and their families. The platform manages various aspects of retirement finances, including savings, pensions, and social security, tailored to different phases of retirement. Kindur provides straightforward digital advice to help users understand their financial situation, covering savings, insurance, social security, and healthcare costs. By offering tools such as a personalized retirement paycheck, Kindur aims to empower individuals to navigate retirement with confidence and prepare for unforeseen expenses.
Rally is an investment platform that enables individuals to buy and sell fractional equity shares in various collectible assets, such as sports cards, classic cars, vintage watches, and rare books. Founded in 2016 and headquartered in New York, Rally aims to democratize access to alternative investments, which have traditionally been limited to a select group of investors. By providing a marketplace that emphasizes liquidity and transparency, Rally allows members from all income levels to participate in the ownership of high-value collectibles, fostering a more inclusive investment environment.
Goji Investments
Series A in 2018
Goji Investments, founded in February 2015 and based in London, is a company that specializes in peer-to-peer investment and wealth management, aiming to empower direct lending. Established by professionals with expertise in wealth management, banking, and technology, Goji seeks to expand online direct lending to new investor markets. The company offers a platform that provides financial advisory services and facilitates lending platforms, allowing clients to access lending investments and connect with a global base of investors, regardless of their scale of ambition. Backed by prominent Fintech venture capital and angel investors, Goji is positioned to innovate within the financial services sector.
Kindur Services Inc., operating as Kindur, is a financial technology company based in New York that focuses on assisting baby boomers in their retirement transition. Established in 2016, Kindur offers a platform designed to enhance financial wellness for retirees and their families. The platform manages various aspects of retirement finances, including savings, pensions, and social security, tailored to different phases of retirement. Kindur provides straightforward digital advice to help users understand their financial situation, covering savings, insurance, social security, and healthcare costs. By offering tools such as a personalized retirement paycheck, Kindur aims to empower individuals to navigate retirement with confidence and prepare for unforeseen expenses.
ABAKA is a London-based provider of an AI-powered savings and retirement platform for financial institutions and employers. Its enterprise software enables employers to improve benefits engagement and financial wellbeing by giving staff access to digital saving, pension and investment guidance, and control over their financial decisions. The platform also offers modular applications for conversational AI, personalized nudges, data dashboards, and retirement planning tools, including cash-flow modeling and Monte Carlo simulations. ABAKA’s technology is licensed by leading banks, pension providers, and asset managers to serve retail customers across multiple countries, reaching millions of people through its clients. The company supports Open Banking data, pension dashboards, and scalable, outcome-driven advice. Founded in 2016, ABAKA has a strategic partnership with Avaloq Group AG.
SparkFin
Seed Round in 2016
SparkFin is a fintech company based in San Diego, California, specializing in stock discovery through its innovative mobile platform. The company has developed a user-friendly interface that allows users to easily track investment updates and receive real-time notifications and alerts about stocks. By providing hand-curated automated updates, SparkFin helps users monitor market movements and discover new investment opportunities. The firm aims to enhance the investment experience by facilitating the sharing and finding of stock ideas, positioning itself as a valuable resource for both individual and institutional investors.
SparkFin
Angel Round in 2015
SparkFin is a fintech company based in San Diego, California, specializing in stock discovery through its innovative mobile platform. The company has developed a user-friendly interface that allows users to easily track investment updates and receive real-time notifications and alerts about stocks. By providing hand-curated automated updates, SparkFin helps users monitor market movements and discover new investment opportunities. The firm aims to enhance the investment experience by facilitating the sharing and finding of stock ideas, positioning itself as a valuable resource for both individual and institutional investors.
Blueleaf
Seed Round in 2014
Blueleaf is a financial relationship management platform for wealth management that helps firms streamline workflows with live reporting and branded client portals. The platform aggregates accounts to surface balances, performance, allocation, and detailed holdings, and provides weekly updates, data sharing, and collaboration features. It automates much of the reporting and operational tasks traditionally handled by advisors, enabling firms to deliver client value more efficiently and to grow their client base and revenue.
Blueleaf
Seed Round in 2010
Blueleaf is a financial relationship management platform for wealth management that helps firms streamline workflows with live reporting and branded client portals. The platform aggregates accounts to surface balances, performance, allocation, and detailed holdings, and provides weekly updates, data sharing, and collaboration features. It automates much of the reporting and operational tasks traditionally handled by advisors, enabling firms to deliver client value more efficiently and to grow their client base and revenue.