Anthemis Group

Amplify Life Insurance operates a digital platform that provides a range of life insurance products, including term, permanent, and cash-value policies. The company focuses on helping individuals build wealth through permanent life insurance, which allows for tax-efficient savings and investment. Customers can access their savings for various purposes, such as retirement, college funding, or down payments, while still ensuring financial protection for their families. Amplify differentiates itself by offering an intelligent and streamlined customer journey, featuring frictionless policy customization, pre-underwriting, and efficient in-force policy management. This approach aims to modernize the traditional life insurance industry, providing clients with a more accessible and user-friendly experience.

Ivella is a developer of banking and financial applications tailored for couples, focusing on facilitating shared financial management. The company's platform allows users to maintain joint checking accounts while tracking individual contributions to shared expenses. This feature helps couples manage their finances by providing clarity on transactions, enabling them to see who made each transaction, how to split costs, and the amounts each person has contributed. By offering banking and savings products specifically designed for couples, Ivella aims to simplify the process of managing joint finances, preventing issues related to unplanned withdrawals and enhancing transparency in spending.

Addition Wealth is a financial wellness platform that aims to empower employees in making informed financial decisions. The platform offers a combination of digital tools, online events, expert content, and direct access to financial professionals, making personalized financial expertise more accessible for all employees. By partnering with progressive employers, Addition Wealth enhances financial education and provides customized resources, including community events, guides, and dashboards. This collaborative approach enables employees to better manage their finances and make sound decisions regarding their financial well-being and career.

Meet Happy Money, we’re not just a business, we’re a movement, providing financial tools and services for human happiness, working outside of the Sad Money™ complex with an innovative business model that works for members. The category that needs a mission-based company the most – finance/banking – has none. It's time to leave mindless capitalism behind and usher in a new world of more mindful capitalism. Our mission is helping borrowers become savers™. Our values of love, trust and hustle are our culture and they inspire us to deliver for our team, our members, our partners, our investors and society. Join the Happy Money Movement today and help us deliver the future of Happy Financial Services. Happy Money. A Happier Future™. Learn more at www.happymoney.com

Amplify Life Insurance operates a digital platform that provides a range of life insurance products, including term, permanent, and cash-value policies. The company focuses on helping individuals build wealth through permanent life insurance, which allows for tax-efficient savings and investment. Customers can access their savings for various purposes, such as retirement, college funding, or down payments, while still ensuring financial protection for their families. Amplify differentiates itself by offering an intelligent and streamlined customer journey, featuring frictionless policy customization, pre-underwriting, and efficient in-force policy management. This approach aims to modernize the traditional life insurance industry, providing clients with a more accessible and user-friendly experience.

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 tailored for Africa and its diaspora, allowing users to access a variety of investment opportunities, including fractional shares, commodities, and cryptocurrencies. The app leverages blockchain technology to facilitate global trading and investment in diverse financial products. It also offers features such as interest-bearing accounts, enabling users to save and grow their wealth while monitoring their investment performance. By providing a user-friendly interface, Ejara aims to empower individuals to manage their investments effectively and enjoy greater financial independence.

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

StepEx is a fintech platform that allows borrowers to fund their education by agreeing to pay a portion of their future income for a specified period. This innovative approach ensures that repayments are manageable, preventing borrowers from facing bankruptcy and making education more accessible at lower costs than traditional personal debt options. The platform also facilitates partnerships between corporations and educational institutions, enabling companies to invest in talent aligned with their needs while enhancing diversity in their workforce. Additionally, StepEx offers financial institutions a unique opportunity to invest in future earnings, creating a non-correlated asset class that provides exposure to the labor market and potentially higher risk-adjusted returns. This model supports educational providers by attracting a broader range of applicants and enabling them to offer flexible payment structures.

Amplify Life Insurance operates a digital platform that provides a range of life insurance products, including term, permanent, and cash-value policies. The company focuses on helping individuals build wealth through permanent life insurance, which allows for tax-efficient savings and investment. Customers can access their savings for various purposes, such as retirement, college funding, or down payments, while still ensuring financial protection for their families. Amplify differentiates itself by offering an intelligent and streamlined customer journey, featuring frictionless policy customization, pre-underwriting, and efficient in-force policy management. This approach aims to modernize the traditional life insurance industry, providing clients with a more accessible and user-friendly experience.

Wollit Ltd, founded in 2017 and based in London, specializes in providing financial solutions for individuals on zero-hour contracts and those with irregular work schedules. The company offers an innovative credit-building app that enables users to take home a consistent income each month, regardless of fluctuations in their working hours. This approach aims to create a financial safety net for users, allowing them to manage their finances more effectively. Wollit has garnered recognition for its contributions to the financial sector, being awarded Best UK Credit Builder by the Ethical Finance Awards 2024 and recognized by the Worldwide Finance Awards 2024 as Credit Building Experts. The company has supported numerous individuals across the UK in enhancing their credit profiles to secure better financial opportunities.

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 was founded in February 2015 by professionals with backgrounds in wealth management, banking, and technology with a vision to empower direct lending. Goji is backed by leading Fintech Venture Capital and Angel investors. Goji's vision is to bring online direct lending to new investor markets.

Meet Happy Money, we’re not just a business, we’re a movement, providing financial tools and services for human happiness, working outside of the Sad Money™ complex with an innovative business model that works for members. The category that needs a mission-based company the most – finance/banking – has none. It's time to leave mindless capitalism behind and usher in a new world of more mindful capitalism. Our mission is helping borrowers become savers™. Our values of love, trust and hustle are our culture and they inspire us to deliver for our team, our members, our partners, our investors and society. Join the Happy Money Movement today and help us deliver the future of Happy Financial Services. Happy Money. A Happier Future™. Learn more at www.happymoney.com

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

Blueleaf is a financial relationship management platform designed to streamline wealth management processes for its users. The platform provides real-time reporting through branded portals, offering insights into balances, performance, asset allocation, and detailed holdings. With features such as account aggregation, Blueleaf automatically identifies assets, facilitating enhanced communication and collaboration between financial advisors and their clients. By simplifying traditional reporting tasks and reducing operational burdens, Blueleaf enables financial advisors to focus on delivering quality financial advice, ultimately helping them increase their revenue and expand their client base.

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

Meet Happy Money, we’re not just a business, we’re a movement, providing financial tools and services for human happiness, working outside of the Sad Money™ complex with an innovative business model that works for members. The category that needs a mission-based company the most – finance/banking – has none. It's time to leave mindless capitalism behind and usher in a new world of more mindful capitalism. Our mission is helping borrowers become savers™. Our values of love, trust and hustle are our culture and they inspire us to deliver for our team, our members, our partners, our investors and society. Join the Happy Money Movement today and help us deliver the future of Happy Financial Services. Happy Money. A Happier Future™. Learn more at www.happymoney.com

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.

Blueleaf is a financial relationship management platform designed to streamline wealth management processes for its users. The platform provides real-time reporting through branded portals, offering insights into balances, performance, asset allocation, and detailed holdings. With features such as account aggregation, Blueleaf automatically identifies assets, facilitating enhanced communication and collaboration between financial advisors and their clients. By simplifying traditional reporting tasks and reducing operational burdens, Blueleaf enables financial advisors to focus on delivering quality financial advice, ultimately helping them increase their revenue and expand their client base.

Betterment LLC is an online financial advisory service based in New York, offering a range of investment solutions for individuals and businesses. Founded in 2007, the company specializes in managing diversified portfolios through exchange-traded funds (ETFs) and provides various account types, including traditional and Roth IRAs, SEP IRAs, and trust accounts. Betterment's services include financial and retirement planning, tax loss harvesting, and an advanced cash management tool known as Two-Way Sweep. The platform allows users to manage their investments efficiently, with a management fee of 0.25%, while also providing features for tracking portfolio activities and achieving long-term financial goals. Betterment serves consumers directly, as well as businesses and financial advisors, emphasizing a goal-based investing framework to optimize returns.