Bessemer Venture Partners

Carefull is a company dedicated to supporting adult children who manage their aging parents' finances. They offer digital services aimed at simplifying financial caregiving tasks and enhancing family financial decision-making.

Crediverso is a digital platform that connects the US Latino community with tailored financial products. It offers services such as credit card comparisons, credit checks, international money transfers, and financial education resources.

Perfios Software Solutions Private Limited is a fintech company based in Bengaluru, India, with an additional office in Mumbai. Established in 2008, the company specializes in developing personal finance software applications tailored for financial institutions. Its offerings include the Statement Analyser, which automates financial checks and data extraction; E-Verification for streamlining institutional processes; and financial data aggregation APIs for personal finance applications. Additionally, Perfios provides a Dashboard that consolidates transactions from multiple corporate bank accounts, an Advisor solution for independent financial advisors, and a Money Manager Solution that allows users to monitor their financial status in real-time. The company serves a diverse clientele, including banks, non-banking financial corporations, digital lending platforms, mutual fund companies, and insurance firms, both in India and internationally.

Neon Money Club is a financial platform that combines spending and investing tools with education and community features to help individuals build wealth and achieve financial independence. The platform offers integrated spending and investment accounts, personalized financial guidance, and wellness resources to support users in managing their finances and making informed investment choices, particularly appealing to people with good credit profiles. By blending lifestyle-focused investment experiences with financial education and community aspects, Neon Money Club aims to enable users to balance spending, saving, and investing while pursuing long-term financial stability.

Perfios Software Solutions Private Limited is a fintech company based in Bengaluru, India, with an additional office in Mumbai. Established in 2008, the company specializes in developing personal finance software applications tailored for financial institutions. Its offerings include the Statement Analyser, which automates financial checks and data extraction; E-Verification for streamlining institutional processes; and financial data aggregation APIs for personal finance applications. Additionally, Perfios provides a Dashboard that consolidates transactions from multiple corporate bank accounts, an Advisor solution for independent financial advisors, and a Money Manager Solution that allows users to monitor their financial status in real-time. The company serves a diverse clientele, including banks, non-banking financial corporations, digital lending platforms, mutual fund companies, and insurance firms, both in India and internationally.

Teller is a United States-based blockchain project focused on decentralized lending. It provides a platform that connects to users' bank accounts to offer risk-assessed, unsecured loans, eliminating the need for collateral. By utilizing an algorithmic credit risk protocol, Teller aims to create decentralized lending markets that enhance lending opportunities while minimizing risks. The company's cloud-based system effectively delivers creditworthiness data, enabling users to engage in loans with digital currency. Through this innovative approach, Teller seeks to transform the lending landscape by making access to loans more efficient and secure.

Finmark is a financial planning software company founded in 2020 in Raleigh, North Carolina, by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups by transforming complex financial concepts and calculations into an intuitive interface. This allows companies, ranging from pre-revenue to pre-IPO, to manage their runway, hiring plans, and key financial metrics with greater ease. By facilitating collaboration and reducing the resources needed for financial planning, Finmark enables startup founders to create, update, and share their financial plans effectively, positioning them for success in a competitive landscape.

Domain Money offers an integrated platform for investing in stocks and cryptocurrencies, earning interest on assets, securing loans against them, and spending with a crypto rewards credit card.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Crediverso is a digital platform that connects the US Latino community with tailored financial products. It offers services such as credit card comparisons, credit checks, international money transfers, and financial education resources.

Rocket Money, formerly known as Truebill, Inc., is a financial management application that helps users track and manage their subscriptions and recurring bills. Launched in 2015 and based in San Francisco, the platform allows users to connect their bank accounts or credit card statements to gain a comprehensive view of their spending. Users can easily identify unwanted subscriptions and cancel them with just a few clicks. Additionally, Rocket Money monitors financial statements, providing monthly digests and important alerts about changes in payment amounts. This service aims to enhance users' financial health by optimizing spending and reducing unnecessary expenses.

Carefull is a company dedicated to supporting adult children who manage their aging parents' finances. They offer digital services aimed at simplifying financial caregiving tasks and enhancing family financial decision-making.

Donut is a financial technology company that facilitates wealth building through its innovative platform focused on decentralized finance (DeFi). Founded in 2018 and dual headquartered in Los Angeles and Berlin, Donut offers users a straightforward and reliable method to access both fixed and variable yields. The platform effectively bridges traditional finance and DeFi, providing a fast mobile onramp experience that is designed to be accessible, educational, and transparent. By prioritizing user experience, Donut enables individuals to save and earn competitive yields, making it easier for them to explore new financial opportunities.

Rocket Money, formerly known as Truebill, Inc., is a financial management application that helps users track and manage their subscriptions and recurring bills. Launched in 2015 and based in San Francisco, the platform allows users to connect their bank accounts or credit card statements to gain a comprehensive view of their spending. Users can easily identify unwanted subscriptions and cancel them with just a few clicks. Additionally, Rocket Money monitors financial statements, providing monthly digests and important alerts about changes in payment amounts. This service aims to enhance users' financial health by optimizing spending and reducing unnecessary expenses.

Finmark is a financial planning software company founded in 2020 in Raleigh, North Carolina, by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups by transforming complex financial concepts and calculations into an intuitive interface. This allows companies, ranging from pre-revenue to pre-IPO, to manage their runway, hiring plans, and key financial metrics with greater ease. By facilitating collaboration and reducing the resources needed for financial planning, Finmark enables startup founders to create, update, and share their financial plans effectively, positioning them for success in a competitive landscape.

Perfios Software Solutions Private Limited is a fintech company based in Bengaluru, India, with an additional office in Mumbai. Established in 2008, the company specializes in developing personal finance software applications tailored for financial institutions. Its offerings include the Statement Analyser, which automates financial checks and data extraction; E-Verification for streamlining institutional processes; and financial data aggregation APIs for personal finance applications. Additionally, Perfios provides a Dashboard that consolidates transactions from multiple corporate bank accounts, an Advisor solution for independent financial advisors, and a Money Manager Solution that allows users to monitor their financial status in real-time. The company serves a diverse clientele, including banks, non-banking financial corporations, digital lending platforms, mutual fund companies, and insurance firms, both in India and internationally.

Rocket Money, formerly known as Truebill, Inc., is a financial management application that helps users track and manage their subscriptions and recurring bills. Launched in 2015 and based in San Francisco, the platform allows users to connect their bank accounts or credit card statements to gain a comprehensive view of their spending. Users can easily identify unwanted subscriptions and cancel them with just a few clicks. Additionally, Rocket Money monitors financial statements, providing monthly digests and important alerts about changes in payment amounts. This service aims to enhance users' financial health by optimizing spending and reducing unnecessary expenses.

Zopa is a UK-based online marketplace lending platform that connects borrowers with lenders directly, bypassing traditional banks. The platform provides unsecured consumer loans including car finance, debt consolidation, home improvement, and wedding loans, and supports peer-to-peer investments. Funds come from individuals and institutions, and money lent to a borrower is typically spread across many lenders. Borrowers repay monthly by direct debit under signed contracts, while lenders can fund small portions of multiple loans. The service includes an app to manage loans, credit, and savings, and to monitor credit scores. Zopa generates revenue by charging borrowers a fixed fee and lenders a 1% annual fee. The company is based in London and was founded in 2004.

Edmit operates an educational technology (ed-tech) platform that aims to enhance transparency in higher education costs and values. The company's platform offers personalized data on scholarships, financial aid, employment outcomes, and student debt, empowering college-bound students and their families to comprehend the holistic costs and affordability of various institutions, thereby facilitating well-informed decision-making.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Perfios Software Solutions Private Limited is a fintech company based in Bengaluru, India, with an additional office in Mumbai. Established in 2008, the company specializes in developing personal finance software applications tailored for financial institutions. Its offerings include the Statement Analyser, which automates financial checks and data extraction; E-Verification for streamlining institutional processes; and financial data aggregation APIs for personal finance applications. Additionally, Perfios provides a Dashboard that consolidates transactions from multiple corporate bank accounts, an Advisor solution for independent financial advisors, and a Money Manager Solution that allows users to monitor their financial status in real-time. The company serves a diverse clientele, including banks, non-banking financial corporations, digital lending platforms, mutual fund companies, and insurance firms, both in India and internationally.

Clarity Money, Inc. is a financial technology company based in New York, founded in 2016. The company has developed an artificial intelligence-powered application that assists individuals in managing their personal finances. The Clarity Money app offers users tools to analyze their spending, lower bills, cancel unnecessary subscriptions, transfer funds, and establish savings accounts. It also provides insights into credit scores and promotes greater transparency in financial management. By leveraging advanced data science and AI, Clarity Money aims to empower consumers to make informed financial decisions and optimize their financial well-being. In April 2018, Clarity Money became a subsidiary of Goldman Sachs Bank USA.

Founded in 2015, Albert is a fintech company based in Culver City, California. It offers a mobile platform providing accessible and affordable financial advice through direct chat with experts, personalized financial plans, automated investing, budgeting tools, and features like Albert Instant for paycheck advances.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Zopa is a UK-based online marketplace lending platform that connects borrowers with lenders directly, bypassing traditional banks. The platform provides unsecured consumer loans including car finance, debt consolidation, home improvement, and wedding loans, and supports peer-to-peer investments. Funds come from individuals and institutions, and money lent to a borrower is typically spread across many lenders. Borrowers repay monthly by direct debit under signed contracts, while lenders can fund small portions of multiple loans. The service includes an app to manage loans, credit, and savings, and to monitor credit scores. Zopa generates revenue by charging borrowers a fixed fee and lenders a 1% annual fee. The company is based in London and was founded in 2004.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

Zopa is a UK-based online marketplace lending platform that connects borrowers with lenders directly, bypassing traditional banks. The platform provides unsecured consumer loans including car finance, debt consolidation, home improvement, and wedding loans, and supports peer-to-peer investments. Funds come from individuals and institutions, and money lent to a borrower is typically spread across many lenders. Borrowers repay monthly by direct debit under signed contracts, while lenders can fund small portions of multiple loans. The service includes an app to manage loans, credit, and savings, and to monitor credit scores. Zopa generates revenue by charging borrowers a fixed fee and lenders a 1% annual fee. The company is based in London and was founded in 2004.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

BillGuard, Inc. is a personal finance company that developed a mobile application designed to help users manage and secure their finances. The app, available on both iOS and Android platforms, allows users to track their spending, monitor credit for fraudulent activities, and access various identity theft protection services. Features include alerts for card and bank fraud, black market surveillance, credit monitoring, and data breach notifications. Additionally, it provides tools for transaction analysis and charge identification, leveraging crowdsourced data, user feedback, and proprietary algorithms to enhance user awareness. Founded in 2009 by Yaron Samid and Raphael Ouzan, BillGuard was initially known as CrowdSpot before rebranding in 2010. The company operated out of New York and Tel Aviv until its acquisition by Prosper Marketplace in October 2015.

Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.

BillGuard, Inc. is a personal finance company that developed a mobile application designed to help users manage and secure their finances. The app, available on both iOS and Android platforms, allows users to track their spending, monitor credit for fraudulent activities, and access various identity theft protection services. Features include alerts for card and bank fraud, black market surveillance, credit monitoring, and data breach notifications. Additionally, it provides tools for transaction analysis and charge identification, leveraging crowdsourced data, user feedback, and proprietary algorithms to enhance user awareness. Founded in 2009 by Yaron Samid and Raphael Ouzan, BillGuard was initially known as CrowdSpot before rebranding in 2010. The company operated out of New York and Tel Aviv until its acquisition by Prosper Marketplace in October 2015.

Truaxis, formerly known as BillShrink, is a provider of a data-driven personalized services platform that collaborates with leading financial institutions and merchants. The company specializes in delivering a rewards platform that offers credit and debit card-linked promotions to consumers, enhancing their shopping experience while supporting merchants in attracting and retaining customers. Through its innovative approach, Truaxis aims to create tailored financial incentives that benefit both consumers and businesses, positioning itself as a key player in the financial technology sector.

Truaxis, formerly known as BillShrink, is a provider of a data-driven personalized services platform that collaborates with leading financial institutions and merchants. The company specializes in delivering a rewards platform that offers credit and debit card-linked promotions to consumers, enhancing their shopping experience while supporting merchants in attracting and retaining customers. Through its innovative approach, Truaxis aims to create tailored financial incentives that benefit both consumers and businesses, positioning itself as a key player in the financial technology sector.

Zopa is a UK-based online marketplace lending platform that connects borrowers with lenders directly, bypassing traditional banks. The platform provides unsecured consumer loans including car finance, debt consolidation, home improvement, and wedding loans, and supports peer-to-peer investments. Funds come from individuals and institutions, and money lent to a borrower is typically spread across many lenders. Borrowers repay monthly by direct debit under signed contracts, while lenders can fund small portions of multiple loans. The service includes an app to manage loans, credit, and savings, and to monitor credit scores. Zopa generates revenue by charging borrowers a fixed fee and lenders a 1% annual fee. The company is based in London and was founded in 2004.

Zopa is a UK-based online marketplace lending platform that connects borrowers with lenders directly, bypassing traditional banks. The platform provides unsecured consumer loans including car finance, debt consolidation, home improvement, and wedding loans, and supports peer-to-peer investments. Funds come from individuals and institutions, and money lent to a borrower is typically spread across many lenders. Borrowers repay monthly by direct debit under signed contracts, while lenders can fund small portions of multiple loans. The service includes an app to manage loans, credit, and savings, and to monitor credit scores. Zopa generates revenue by charging borrowers a fixed fee and lenders a 1% annual fee. The company is based in London and was founded in 2004.