Bossa Invest

Money Education, located near New Orleans, Louisiana, specializes in developing, designing, and publishing textbooks and reference materials tailored for the financial industry. The company focuses on upper-level university students and business professionals seeking a thorough understanding of financial planning, particularly those preparing for the national CFP certification examination. Its portfolio includes easy-to-read and practical texts on tax, financial planning, and money management, ensuring that users benefit from clear and updated financial education. Founded and managed by experienced financial industry experts and academics, many of whom have collaborated with the CFP Board, Money Education's content reflects a real-world perspective that enhances its curriculum development, consulting services, and financial research activities.

Gado Certo operates a digital cattle trading platform that facilitates the buying and sale of cattle and cattle lots, offering consultancy and overseeing the purchase and sale process for ranchers. It provides personalized support and a secure payment system, along with a calculator that assesses feasibility based on a chosen number of cattle or weight-based value, enabling ranchers to select cattle aligned with their preferences.

Hiperbanco is a Fintech company specializing in providing a wide range of financial services, notably its "Banco Digital Whitelabel" product. It caters to businesses across various sectors, offering tailored and flexible financial solutions under their clients' brands, including accounts, PIX, TED, boleto, recargas, cartão, and loans. Hiperbanco stands out for its customer-centric approach, co-creating unique financial products and leveraging advanced technologies.

AmFi operates a decentralized lending platform that empowers users to create and manage custom asset pools based on their specific preferences, including maximum concentration, interest rates, and supported asset categories. This platform enables investors to explore diverse investment products, fostering real-world financial alternatives powered by blockchain technology.

PlayBPO is a task management platform designed to streamline financial business process outsourcing (BPO). It centralizes tasks, clients, operators, and communication, offering features like task control, customer management, client communication via app, dashboard for key indicators, timesheet tracking, and profitability management.

Celero is a financial management company based in Curitiba, Brazil, offering a platform and mobile app designed for small and medium-sized service providers. The solution automates core finance tasks by transforming photos of payment slips, invoices, and other documents into payments and reports, and by enabling users to manage payables and receivables, track cash flow, and approve scheduled payments. It provides automatic bank reconciliation and integrates with other business technologies, delivering total financial control and streamlined processes. The platform is available on mobile devices, supporting Android and iOS, and aims to reduce the time spent on financial management while improving visibility into financial operations. Founded in 2014, Celero serves clients seeking easier, paper-to-digital finance workflows and better financial reporting.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

Mottu is a motorcycle rental company that enables gig workers to participate in delivery and logistics apps by providing rental motorcycles and a platform that handles maintenance. The service does not require a guarantor to rent bikes and aims to empower individuals, particularly in Brazil, to earn a living delivering goods.

Decoda Health operates a conversational AI technology company that streamlines healthcare payment management. Its platform reads electronic health records, automatically assigns billing codes to clinician notes, and facilitates patient payment discussions, aiming to reduce administrative burden, claim denials, and enhance compliance, while maintaining patient respect and understanding.

Klasha is a global technology company that provides a platform and APIs to move money to and from emerging markets. The platform enables businesses to collect and send payments and hold exotic currencies through an extensive API stack, supporting cross-border transactions for enterprise clients. It offers secure, fast payment processing, multi-currency settlement, and developer-friendly integration to simplify international commerce in emerging markets. Founded in 2021 by Jess Anuna, Klasha supports more than 120 currencies, with the aim of saving merchants time and money on cross-border payments.

LeverPro develops SaaS-based financial software that enables real-time evaluation and planning of economic/financial visions. Its platform offers modules for generating financial statements, explanatory notes, economic financial reports, performance indicators, and corporate budgets. Users can analyze data quickly and make informed decisions based on reports, indicators, and generated graphics.

Instabase, Inc. is a technology company based in San Francisco, California, founded in 2015. It specializes in developing a platform that automates document processing workflows and analyzes unstructured data. The platform integrates various capabilities, including optical character recognition, data classification and extraction, and natural language processing, allowing organizations across sectors such as insurance, finance, and healthcare to streamline operations and improve decision-making. Additionally, Instabase provides a developer kit that enables the creation of customized business applications, helping institutions embed artificial intelligence into their systems and processes. Through its innovative solutions, Instabase aims to address significant business challenges and facilitate transformational outcomes for its clients.

OurCrowd, established in 2013, is a global venture investing platform headquartered in Israel. It specializes in connecting accredited investors with curated, high-quality early-stage companies across various sectors, including healthcare, technology, energy, and transportation. OurCrowd invests in and supports its portfolio companies throughout their lifecycle, providing mentorship, industry connections, and follow-on funding opportunities. It is the most active venture investor in Israel and has a strong presence in the United States and other global markets.

IronVest specializes in developing advanced security technologies designed to safeguard user data, identities, and financial accounts during online transactions. Its innovative solutions aim to eliminate fraud, enhance digital banking experiences, and reduce operational expenses.

Gado Certo operates a digital cattle trading platform that facilitates the buying and sale of cattle and cattle lots, offering consultancy and overseeing the purchase and sale process for ranchers. It provides personalized support and a secure payment system, along with a calculator that assesses feasibility based on a chosen number of cattle or weight-based value, enabling ranchers to select cattle aligned with their preferences.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

Transfeera is a fintech company established in 2016 by former ContaAzul employees. It offers an open banking platform that automates and simplifies payments for businesses and individuals, enabling users to save time and money while improving cash flow management.

Osmosis Foundation operates a decentralized peer-to-peer blockchain platform that facilitates the creation of liquidity and trading of IBC-enabled tokens. The platform features an advanced automated market maker (AMM) protocol, which represents a significant evolution in how liquidity providers engage with decentralized finance (DeFi). Built using the Cosmos software development kit (SDK), Osmosis allows developers to design, build, and deploy customized AMMs, enhancing the flexibility and functionality of liquidity solutions within the ecosystem. By utilizing open-source software, Osmosis promotes transparency and accessibility in the DeFi space.

INCO is a pioneering venture capital fund manager specializing in impact investing. With over €500M under management or advice, INCO invests in innovative startups and companies that drive social inclusion and environmental sustainability while delivering compelling financial returns.

FlyCode is a developer of an artificial intelligence-powered application focused on optimizing dunning and payment management for subscription-based businesses. The company aims to maximize revenue for its clients by intelligently managing payment failures, thereby reducing passive churn. Its application enables subscription merchants to recover lost revenue and improve customer retention by addressing issues related to payment processing effectively.

Fiscal Crypto is a cryptocurrency platform that specializes in providing an asset declaration solution for users engaged in digital currency transactions. The platform is designed to assist individuals in calculating their tax obligations related to cryptocurrency, facilitating the upload of necessary tax documents, and generating capital gains reports. By streamlining the process of asset management and tax reporting, Fiscal Crypto helps users avoid penalties associated with tax delays, ensuring compliance with regulatory requirements. This focus on efficient tracking of profits and losses positions Fiscal Crypto as a valuable resource for cryptocurrency investors navigating the complexities of tax obligations.

Bart Digital streamlines agricultural credit processes for industries, traders, and distributors via workflow automation, digital signatures, and integrated services. It also provides strategic data like satellite crop monitoring to assess borrower credit risk.

Fiscontech specializes in developing software solutions that automate fiscal and tax processes, enhancing efficiency in accounting and financial management. The company's technology handles tasks such as delivery guides, receipts, and advanced filtering for common issues across multiple customers. It also manages purchase and sales markup language storage, debt analysis, and provides a unified panel for federal, state, and municipal CNDs (Certificates of No Debt). Additionally, Fiscontech's software receives e-CAC notifications from the government to ensure compliance with tax regulations.

Developer of a financial application designed to provide medical accounting safely and economically. The company specializes in the issuance of invoices and tax planning, creating detailed monthly reports for the period and bank reconciliation through digital classifiers using artificial intelligence, enabling physicians and medical companies to raise standards in the provision of medical services and solve financial and tax challenges.

Tamara is a prominent shopping and payments platform based in Riyadh, Saudi Arabia, and serves the GCC region. Founded in September 2020 by Abdulmajeed Alsukhan and his partners, the company aims to revolutionize shopping, payment, and banking experiences. With a workforce of over 350 employees, Tamara operates additional offices in the UAE, Egypt, Germany, and Vietnam. The platform empowers merchants by providing flexible payment solutions, including installment options, through its application programming interfaces and plugins. This functionality enhances customer experiences and boosts sales for merchants. Tamara has established a robust customer base of 6 million and collaborates with over 15,000 partner merchants, which include both leading global brands and local small and medium enterprises. The company has successfully raised significant funding, highlighting its strong market presence and growth potential.

Moniepoint is a fintech company offering comprehensive financial services for businesses. Its platform enables businesses to create accounts, accept online payments, manage expenses, access credit facilities, and more.

Alongside builds indexes for cryptocurrencies.

NymCard is a payment processing platform founded in 2016, operating from Abu Dhabi, United Arab Emirates, with a focus on enhancing the digital payment landscape in Africa and the Middle East. The company specializes in providing an issuer processor solution that allows banks and financial institutions to offer innovative digital payment products, including plastic, virtual, and tokenized cards. NymCard's advanced infrastructure and user-friendly mobile wallet solutions facilitate quick account setup and immediate access to smart payment cards, promoting efficient and secure online transactions. By leveraging open APIs and mobile SDKs, NymCard aims to address the low penetration of payment cards in these regions, thereby driving greater participation in the digital economy.

Founded in 2016, Zoe Financial is a New York-based company that connects individuals with independent, fiduciary financial advisors. It screens advisors based on qualifications, expertise, and client-advisor ratio to ensure personalized financial planning.

Cont.Digital is a digital accounting company based in Santa Maria, Rio Grande do Sul, that specializes in providing accounting services to micro and small businesses. Founded in 2019, the company focuses on various aspects of financial management, including tax assessment, bookkeeping, revenue and expense control, statement preparation, and bank reconciliation. Cont.Digital operates an accounting platform designed to automate routine accounting tasks, streamlining processes from business registration to ongoing monitoring of accounting, tax, and personnel functions. This fully online and secure platform allows clients to manage their financial operations efficiently, providing accessibility and convenience from any location at any time.

R5 is a company based in Colombia that simplifies vehicle ownership by providing an online insurance and lending platform. It enables low-income customers to use their cars and motorcycles as collateral to secure financing. The platform facilitates access to funds for refinancing expensive debt or investing in businesses, offering a digital process for purchasing compulsory vehicle insurance with affordable policies. Through its services, R5 allows customers to leverage their vehicles to obtain credit at lower rates, making financial opportunities more accessible.

WeBro Pay offers digital financial solutions. They arrive to help builders and developers manage receivables from realtors, including the well-known sales commissions. They view their available balance, future commissions, contracts, customers, and slips.

Hallo Serviços de Internet Ltda. is a Brazilian company that specializes in providing business solutions for financial institutions, including banks and credit unions. The company develops a customized online platform designed to facilitate the buying and selling of financial products among account holders. This platform not only allows for effective customer feedback and information gathering but also includes features such as transmission, recording, voting, access control, and reporting. By leveraging these capabilities, Hallo enables financial institutions to generate new business opportunities and effectively manage and sell products related to unpaid financing.

Mooney develops a practical financial literacy methodology. They provide financial literacy in a practical way. Thier products includes mooney lab i, mooney young, and mooney kids.

Alpe is a company that specializes in financial software aimed at optimizing the backend processes involved in managing a wide array of financial products. It provides services for various asset types, including cryptocurrencies, NFTs, decentralized finance (DeFi), gaming, tokens, and metaverse-related investments. By leveraging advanced technological tools, Alpe enables users and businesses to navigate the complexities of blockchain-related investments. The company develops specialized models and algorithms that enhance decision-making, promoting greater strategic confidence in investment activities. Through its innovative approach, Alpe serves as a resource for market specialists, facilitating more effective management of diverse financial assets.

Founded in 2015, Spotawheel is a tech-driven used car dealership platform operating in Greece and Poland. It offers a transparent marketplace for buying and selling used cars, with predictive analytics to assess vehicle condition and a range of financing options.

Cignifi Inc. is a Boston-based company that specializes in designing and developing a credit and marketing analytics platform specifically for mobile network operators. Established in 2010, Cignifi utilizes mobile phone data to provide credit risk and marketing scores, thereby helping underserved populations access financial services. The platform serves a diverse clientele, including telecommunications operators, retailers, lenders, and insurers. Cignifi's innovative approach leverages proprietary behavioral modeling and analytics tools to create scores based on mobile phone usage and other non-traditional data sources. This enables financial service providers to onboard new customers digitally while effectively managing fraud and credit risk. Additionally, Cignifi offers related products such as airtime credit, handset financing, and online lending, aimed at enhancing access to essential financial products for individuals without access to formal financial services.

Aavenir Software Pvt. Ltd is a provider of Software-as-a-Service solutions focused on source-to-pay processes, founded in 2019 and headquartered in Ahmedabad, India, with an additional office in San Francisco, California. The company's platform utilizes advanced machine learning and natural language processing technologies to enhance procurement and contract lifecycle management. By learning various invoice formats and payment terms, Aavenir's solution can automatically extract essential information such as invoice numbers, item codes, and amounts payable. It validates this data against purchase orders, goods receipt notes, and contracts to ensure accuracy within the ServiceNow platform. Aavenir aims to streamline traditional procurement processes, reduce cycle times, and offer data-driven insights to improve efficiency in sourcing, procurement, and contracting.

Erithmitic operates a digital lending platform that connects borrowers and brokers with institutional financing options. The company differentiates itself by utilizing proprietary data and software to deliver competitive and reliable funding solutions tailored to various asset types. Its platform streamlines the end-to-end lending process, supported by experienced professionals in origination, underwriting, engineering, and data science.

Fincent is a modern finance firm offering an AI-powered platform for small and mid-sized businesses. It provides comprehensive financial services including bookkeeping, tax management, bill pay, invoicing, financial projections, budgeting, and reimbursements, all accessible through a single dashboard.

Solfácil facilitates solar energy adoption by providing solar installers with comprehensive business support. This includes financial services for project financing, equipment sourcing, and advanced technology solutions.

Albo is a Mexican challenger bank offering a mobile-first banking experience. It provides users with a digital banking account, a Mastercard card for spending, and innovative features such as savings tools, goal management within sub-accounts, and personal loans.

Alan Yelsey, the founder of WAY (wayfinder.net), sold his previous company, Machine Dreams, to multi-billion dollar Australian Company Computershare in 2009. Alan, a former Honeywell Executive responsible for Signal and Image Processing Business Development, founded and grew Machine Dreams into one of the world's largest knowledge visualization companies. His clients spanned the globe and all industry segments. Alan was acclaimed for the inventive creativity of the unique software, hardware and services Machine Dreams provided to most of the world's largest corporations. Since then, Alan assembled a team that has spent the last 10 years developing WAY to solve the largest problem facing the world today, and fully embrace the greatest business opportunity of the century - the reinvention of the defective primitive language and interfaces we use for everything important. Fast Company judged WAY to be one of the top world changing ideas of 2019. Noted media experts and social networking companies believe what WAY has developed will inevitably disrupt and replace the way human beings communicate with themselves and their computer screens. What WAY has invented (5 seminal patents and more pending) is an elegantly simple multi sensory universal language that for the first time enables organizations and individuals to accumulate, access and apply a systemic lens to everything complex - with an attractive entertaining gaming-like interface,, paint by numbers touch, no language barriers, feedback loops for mass action reward and recognition, transparency and proof verification on top of AI and Big Data, and ubiquitous potential. WAY's new pattern based semiotic language will disrupt and revolutionize commerce, the internet, social networks, finance, healthcare, organizational management systems, AI/Big Data/IT, education and economic systems worldwide. WAY's invention is an entirely new paradigm that declares that our inherited deficient languages - how people think, communicate and act - are actually THE problem. The solution is an accumulative multi-sensory language built upon ontologically organized universal cellular models filled with pattern and sound to signify meaning. Please contact us to experience what many believe is the invention that will reset how corporations and economies work. WAY is seeking a corporate partner to fully realize its technology and bring its inventions to life or investors who believe in WAY's new paradigm.

Mercado Bitcoin is a leading financial market infrastructure company in Latin America, specializing in cryptocurrency transactions. It offers an online platform where users, including traders, can buy and sell various digital assets, such as Bitcoin, using Brazilian Real. The platform features crypto wallets and provides comprehensive tools for managing trades, assets, and financial data, enabling users to make informed investment decisions. Additionally, Mercado Bitcoin offers opportunities for high-yield investments through tokens representing alternative non-security assets, allowing individuals to attain fractional ownership of diverse assets.

Ozow, established in 2014 and headquartered in Johannesburg with an additional office in Cape Town, specializes in developing an online payment gateway. This platform facilitates instant, secure bank-to-bank payments for both buyers and merchants across various devices and channels, including SMS, email, QR codes, and in-store. Ozow's innovative solution reduces transaction fees, eliminates the need for cards, and offers real-time notifications, promoting financial inclusion and accessibility for merchants and customers alike.

Divibank is a fintech company that develops software to facilitate business access to financial products and services from accredited institutions. Its platform integrates multiple payment methods, aiming to reduce costs, increase transaction approvals, and drive sustainable growth for businesses seeking efficient expansion.

Shara is a mobile application that facilitates systematic business growth. It offers free scheduled reminders, customized professional statements, and a secure digital wallet for organizing transactions.

Financial Choice allows consumers to invest their checking account funds for market returns while retaining instant cash access. Financial Choice provides instant access to cash, automated investing, tax efficiency, and portfolio rebalancing.

Palenca is a technology company that specializes in payroll application programming interfaces (APIs) designed to facilitate the sharing of employment and income data. The company's platform enables consumers to easily share their employment information with financial institutions, enhancing the efficiency of background verification processes. By providing access to an individual's personal profile and earnings, Palenca's tools streamline the validation of income and employment, making it simpler for clients to assess potential borrowers. Additionally, the platform supports automated collections directly from borrowers' paychecks, further optimizing the financial transaction process.

Omie is a Brazilian software company that provides cloud-based enterprise resource planning and financial services for small and medium-sized businesses. Its platform combines accounting, customer relationship management, and invoicing tools, enabling users to issue fiscal notes, manage receivables, and monitor day-to-day operations while integrating customer data across the business. The platform also serves as an ecosystem linking entrepreneurs with accounting firms, facilitating collaboration through consultants and enablers who promote adoption. Founded in 2013 and headquartered in São Paulo, Omie emphasizes simplicity, intuitive use, and affordability.

Nimbly streamlines B2B payments for small and medium businesses in Brazil. It integrates with major banks and processed over 800,000 transactions in the first half of 2022.

BitPay provides enterprise-grade bitcoin payment solutions for businesses, offering tools to accept digital currency payments and convert them to fiat. The platform includes a RESTful API and a bitcoin payment gateway, support for native payment protocol and signed payment requests, and a wallet solution named Copay that includes hardware security integration for private key generation and transaction signing. BitPay also offers BitPay Send, a payout service that enables organizations to disburse cryptocurrency to employees, affiliates, customers, vendors, and contractors. The company partners with payment processors to support merchants and has a focus on enabling merchants to accept Bitcoin and settle in traditional currencies. Founded in 2011, BitPay serves organizations across industries seeking blockchain-based payment acceptance and management.

Daloopa provides AI-powered document automation and data extraction to transform complex financial documents into an auditable database. The platform serves financial and data teams worldwide, helping institutions such as hedge funds, private equity firms, mutual funds, corporations, and investment banks quickly access fundamental data and accelerate investment research. By converting source documents into structured, queryable data, Daloopa supports earnings analyses, model building, and data discovery, reducing manual effort and speeding insights. The solution emphasizes tailoring responses to complex documents rather than generic templates, aiming to deliver comprehensive and precise data on publicly traded companies in record time. Through its AI-driven workflow, it automates high-volume, mission-critical tasks and clarifies investment research data, enabling better decision-making. The company positions itself as a flexible alternative to one-size-fits-all tools, focusing on transforming financial documents into an auditable database to streamline data management and analysis for financial institutions.

Foresight was originally created by Taylor Davidson in 2008 as a resource for entrepreneurs to download a simple financial model template for early-stage startups. The reason was simple: Taylor found himself continually creating new financial models for entrepreneur friends of his from scratch, and struggled to find standard templates or resources on the web. He spent one last time building a new financial model for a friend, and then turned it into a template and released it to the public on his website. After years of modifications, additions, improvements, and new models, Foresight has grown into a more complete resource for financial model templates and standards for entrepreneurs. Over 10,000 people have downloaded one of the financial models and multiple entrepreneurs have raised millions of dollars in venture funding using these templates as a base.

TeamApt is a financial technology company that develops digital banking and payment platform for financial transactions. It offers an end-to-end omnichannel digital banking service called Moneytor Digital Banking, enabling banks to offer retail, merchant, and corporate banking services through digital channels, Aptpay for automation of digital banking business operations, settlements, reconciliations, and tracks digital transformation processes with web and mobile interfaces. TeamApt was founded in 2015 and is headquartered in Lekki, Lagos, Nigeria.

Ridepanda is an online marketplace specializing in the sale of light and eco-friendly electric vehicles, including e-bikes, e-mopeds, and e-scooters. The platform is designed to accommodate user preferences based on individual height, weight, and various other choices. Additionally, Ridepanda provides a comprehensive range of support services to enhance the customer experience, including flexible financing options, extended warranties, theft insurance, vehicle assembly, and maintenance plans. By offering a curated selection of expert-vetted sustainable rides, Ridepanda aims to simplify the process of purchasing and maintaining electric vehicles while promoting environmentally friendly transportation solutions.

Unit is a financial infrastructure platform that enables technology companies to integrate financial features into their products, including accounts, cards, payments, and lending. By streamlining the process of launching vertical banks, Unit manages compliance and banking relationships, allowing businesses to create unique banking experiences efficiently. This capability not only accelerates the development timeline for financial services but also enhances customer engagement and lifetime value by differentiating their offerings in a competitive market.

Payflow is a Spain-based employee benefits platform founded in 2020 that lets workers access a portion of their earned wages instantly as a benefit. The service aims to improve financial well-being and can boost productivity and engagement for employers, without impacting their cash flow. The platform provides access to earned salary and other benefits while keeping payroll settlement straightforward, enabling organizations to manage team finances without mid-month liquidity concerns.

Carro is an automotive marketplace that offers a full-stack service for all aspects of car ownership. It challenges the traditional way of buying and selling of cars through a proprietary pricing algorithm. Carro also provides a range of services that offer everything a car owner needs throughout their car ownership journeys such as an in-house financing solution warranty options and Singapore’s first on-demand roadside recovery platform. The company was founded in 2015 and is headquartered in Singapore.

Striga facilitates companies to integrate compliant payment systems into their applications without managing licensing processes like MiCA or EMI. It offers a suite of APIs for user onboarding, custody, trading, IBAN issuance, and card issuance across 30+ European countries.

Set Labs develops tools for creating and managing bundled crypto assets, known as 'Sets'. These Sets enable users to create diverse cryptocurrency baskets, including non-fungibles and on-chain securities.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

Pavilion Data Systems Inc. is a technology company based in San Jose, California, specializing in the design and development of NVMe-over-Fabric storage platforms. The company focuses on enabling real-time performance at scale for massively-parallel applications, offering solutions that cater to sectors such as financial services, government, cloud services, media and entertainment, and research facilities. Pavilion's innovative architecture features Hyperparallel Flash Arrays, which utilize multiple controllers to surpass the limitations of traditional storage systems, providing ultra-low latency and linear scalability. By introducing a unique model called OPENCHOICE, Pavilion challenges conventional approaches to storage procurement and deployment. Founded in 2011, Pavilion Data Systems also has offices in Schiphol, the Netherlands, and Pune, India, and is recognized as a leader in a new category of storage appliances that aims to meet the ever-increasing demand for data throughput.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

LumaTax, Inc. is a technology company that specializes in sales tax practice management software tailored for small businesses. Founded in 2016 and based in San Diego, California, LumaTax offers an economic nexus analysis tool that simplifies the process of determining tax obligations across different jurisdictions by automating the analysis of transactions against state thresholds. The platform not only assists businesses in filing and paying sales and use tax returns but also includes features for automated audit analysis, ensuring compliance for various sectors including food and beverage, retail, service and repairs, and health and beauty. LumaTax aims to streamline the complexities of sales tax compliance, making it easier for businesses and CPA firms to navigate their tax responsibilities effectively.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

Vincent is an alternative investment search engine that connects everyday investors with private market opportunities. It unifies fragmented online investing platforms, assisting users in discovering investment prospects across Venture Capital, Real Estate, Collectibles, and other asset classes to diversify their portfolios beyond traditional stocks and bonds.

Clearco is an online financial platform that offers growth capital to e-commerce and B2B companies. It uses proprietary software and data science models to identify high-growth funding opportunities, providing funding in exchange for a steady revenue share of earnings.

OpenEnvoy provides insight, automation, and cash-flow solutions for finance teams through accounts payable automation and invoice auditing. Its software inspects supplier invoices to detect duplicate billings, excess charges, and vendor fraud, enabling organizations to uncover savings with minimal manual intervention. The platform delivers real-time visibility across the supplier network and a predictable monthly cost, supporting an immediate return on investment. OpenEnvoy has audited over $2 billion in spending through automation, underscoring its scale and impact on financial controls. By safeguarding against excessive vendor charges while streamlining invoice processing, the company helps finance teams manage cash flow more effectively.

Puzzle Financial is a stealth mode SaaS startup focused on developing core accounting software designed to improve financial decision-making for startups. The platform aims to create a scalable foundation that supports fundraising, tax management, and real-time insights into overall business health. By transforming traditional accounting practices into a system of financial intelligence, Puzzle Financial enables startups to enhance their financial performance and gain greater trust and confidence in their financial operations.

Daylight is a digital banking platform based in West Hollywood, California, specifically designed for the LGBTQ+ community. Founded in 2020, Daylight offers a range of services including prepaid cards, financial tools, and advice tailored to the unique needs of its members. The platform not only facilitates smarter financial habits but also provides cashback rewards for spending at queer bars and allied businesses. By fostering a supportive community, Daylight aims to empower individuals to navigate the financial system effectively and build a secure future without compromise.

Founded in 2009, Thrive Capital is a venture capital firm based in New York. It focuses on investing in and building internet, software, and technology-enabled companies.

SnapTravel offers travel deals via SMS, Messenger, and WhatsApp.

Databento is a company that specializes in providing streamlined access to financial market data. Founded by experienced traders and engineers from renowned quantitative hedge funds, Databento offers a self-service platform that allows users to quickly obtain live exchange feeds and extensive historical data. The platform automates data licensing and minimizes onboarding time, making it easier for businesses and financial institutions to access high-quality, institutional-grade data directly from the source. Databento's servers are strategically located in colocation facilities at various trading venues, ensuring low-latency and reliable data capture. Users can choose between a pay-as-you-go model or flat-rate pricing, allowing them to manage costs effectively according to their data usage needs.

BlocPower designs and implements energy efficiency and electrification upgrades for urban buildings, including schools, churches, small businesses, non-profits, and homes. Through proprietary software, machine learning, and IoT-enabled monitoring, it analyzes facilities to identify cost-effective retrofits, combines financing and project management, and delivers scalable deployment that reduces energy waste and utility bills while enhancing indoor air quality and comfort.

Founded in 2016, OnPlan develops software that enables businesses to forecast budgets, track key performance indicators (KPIs), create dashboards, and collaborate with teams. Its platform synchronizes with popular tools like Google Sheets and Microsoft Excel, offering features such as Budget versus Actual tracking, pre-made modules for sales, marketing, and staffing, what-if scenario analysis, role-based permissions, and company performance overviews.

Stark is a middle-market M&A platform that connects entrepreneurs and investors. The company provides digital investment banking, fundraising, and mergers and acquisitions solutions for startups and small- to mid-sized enterprises. Through an integrated platform, Stark enables real-time matchmaking, investor preparation, and negotiation management to streamline transactions, improve transparency, and increase efficiency in securing capital and strategic deals.

Founded in 2011, Quantum Metric develops a machine learning-driven analytics platform that helps enterprises understand user behavior across digital channels. It automatically identifies website performance issues, user struggles, and system errors, integrating with various third-party tools. The platform offers predictive analysis, funnel DNA analysis to identify underperforming segments, and quantifies the financial impact of digital frustration points. Quantum Metric serves Fortune 500 companies across industries such as e-commerce, finance, travel, and telecommunications.

Deep Discovery applies artificial intelligence to uncover hidden patterns in global data, revealing high-risk activities associated with organized crime. It automatically generates risk assessment scores for companies and their directors worldwide, enabling banks, regulators, and journalists to identify potential financial crimes more effectively.

Agoric is a framework facilitating secure smart contract development in JavaScript. It aims to enable widespread global cooperation and new digital asset businesses by providing safer tools for smart contract creation. Agoric's team comprises experienced technologists, economists, and business leaders, collaborating with notable projects like Cosmos.

Fynn provides private loan services and a financial assistance platform that supports students pursuing trade and vocational education. The company underwrites students based on future potential rather than conventional credit metrics, and seeks to align its interests with schools and students to promote success from enrollment through employment. By offering financially accessible loans, Fynn aims to remove barriers to education and help borrowers achieve long-term financial stability through targeted, career-oriented training.

Public Holdings, Inc. is a financial technology company that offers a social investing platform, allowing users to engage in fractional trading of stocks and exchange-traded funds (ETFs). Founded in 2018 and headquartered in New York, the platform enables individuals to invest with any amount of money while fostering a community where users can connect with friends, follow trading professionals, and share investment strategies. Public provides commission-free brokerage services, making the stock market accessible to a wider audience. The company's emphasis on social interaction and community learning distinguishes it from traditional trading platforms, as users can explore interest-based themes and gain insights from experts and peers. Public Holdings, Inc. also maintains a presence in Copenhagen, Denmark.

Noah offers homeowners in select U.S. metro areas upfront financing based on their home's future value appreciation or depreciation, enabling debt-free access to funds without monthly payments or interest.

Finch is a software company based in Mountain View, California, founded in 2020. It specializes in providing a platform that enables users to seamlessly access payroll and HR systems across more than 200 providers. By offering a single integration point, Finch facilitates compliance and security, allowing administrators to connect their organizations to various applications. The company’s technology serves as a crucial infrastructure that supports standardized and interconnected data systems within the employment sector. Finch empowers developers and innovators by granting them access to a comprehensive directory of employee data and financial information, thereby enhancing use cases across lending, insurance, benefits, financial planning, and HR applications.

Founded in 2019, Manufactured specializes in manufacturing and inventory financing. It offers purchase order financing, factoring, and comprehensive sourcing services to optimize cash flow, prevent stockouts, and streamline supply chain management for businesses across various industries.

Satispay S.p.A. is a mobile payment application founded in 2013 and headquartered in Milan, Italy. The company aims to transform the payment landscape in Europe by offering a platform that enables users to make payments in stores, online, and between friends without relying on traditional debit or credit cards. Launched in 2015, Satispay provides a user-friendly and secure app that simplifies the payment process for consumers. For businesses, the service is both easy to implement and cost-effective, allowing merchants to accept payments quickly through their smartphones, tablets, or computers. By focusing on convenience and security, Satispay is changing the way people interact with money in daily transactions.

Griffin is a banking-as-a-service provider that offers a digital banking platform designed to facilitate financial services for the fintech sector. Its solution serves as an operating system for embedded finance, enabling companies to easily build and launch financial products. By streamlining the integration of complex payment systems, Griffin reduces costs and time to market while simplifying the process of establishing banking partnerships. The platform includes integrated compliance services, supporting businesses with custodial accounts and interbank payments, while ensuring adherence to know-your-customer and anti-money laundering regulations. This comprehensive approach allows global brands with intricate payment needs to enhance their customer experience through seamless embedded finance solutions.

Andrena specializes in delivering high-speed internet services tailored for institutions with heavy data needs such as universities, hospitals, and financial services. The company partners directly with internet providers, utilizing their existing fiber networks to deploy antennas that create wireless internet access, offering reduced costs without compromising speed.

Settle is a cash-flow management software company that automates business-to-business payments and helps optimize working capital. The platform provides payment management, payable date control and extensions, paperless invoicing, auto payments, automated purchase orders, and proactive replenishment alerts to streamline procurement, accounts payable automation, and financing, enabling faster billing cycles and improved visibility into liquidity. Founded in 2019 by Alek Koenig and based in San Francisco, Settle serves companies seeking integrated tools to improve cash flow management.

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.

OpenEnvoy provides insight, automation, and cash-flow solutions for finance teams through accounts payable automation and invoice auditing. Its software inspects supplier invoices to detect duplicate billings, excess charges, and vendor fraud, enabling organizations to uncover savings with minimal manual intervention. The platform delivers real-time visibility across the supplier network and a predictable monthly cost, supporting an immediate return on investment. OpenEnvoy has audited over $2 billion in spending through automation, underscoring its scale and impact on financial controls. By safeguarding against excessive vendor charges while streamlining invoice processing, the company helps finance teams manage cash flow more effectively.

INCO is a digital platform for electronic real estate investing that provides tools to analyze, monitor, and report on investments and enables investors to access residential, commercial, and industrial real estate opportunities. The platform offers information about real estate projects and their financial background to support informed investment decisions, with a focus on diversifying exposure, improving liquidity, and increasing transparency in real estate assets.

Prodigy Software Inc. operates an online checkout platform designed to enhance the car buying experience by integrating seamlessly with dealership infrastructure and financial institutions. Founded in 2015 and headquartered in San Francisco, California, Prodigy provides auto dealers with a modern, streamlined digital sales solution that improves efficiency and customer satisfaction. The platform allows customers to complete parts of the purchasing process online or in-store, ensuring real-time synchronization of information to eliminate redundant data entry. By connecting car buyers with dealers, as well as lenders and credit bureaus, Prodigy aims to facilitate increased car sales and operational efficiency for dealers.

Transfeera is a fintech company established in 2016 by former ContaAzul employees. It offers an open banking platform that automates and simplifies payments for businesses and individuals, enabling users to save time and money while improving cash flow management.

0x is an open protocol facilitating peer-to-peer token exchange on the Ethereum blockchain.

Bright Money is an AI-powered financial management platform that assists consumers in achieving debt freedom. The company focuses on helping users eliminate various forms of debt, including credit card, student, and auto loans, by leveraging machine learning algorithms to analyze individual financial data. Bright Money offers personalized insights into spending habits, budgeting, and overall financial health, empowering users to reduce financial stress and make informed decisions. The platform also provides tailored credit products and tools designed to enhance financial wellness, enabling users to build savings and attain better financial stability. Through its innovative approach, Bright Money aims to support consumers on their journey toward improved financial management.

Founded in 2016, Kavak is a Mexican online platform specializing in the e-commerce of used cars. It aims to formalize the pre-owned car industry by offering real-time market data and a wide catalog of certified vehicles at fair prices. The platform provides services such as home delivery, financing options, and guarantees, enabling users to buy and sell vehicles hassle-free.

Credere develops a platform that helps auto dealerships streamline sales. Based in Natal, Brazil, it was founded in 2014 by Orlando Seabra, Sanderson Santana and Fred Alecrim. The platform provides real-time credit pre-analysis and approval, reports on approval rates and bank performance, team performance, characteristics of registered proposals, and access to a database of interested customers, enabling dealers to pre-evaluate credit and accelerate decision making to reduce costs and increase revenue.

Unit is a financial infrastructure platform that enables technology companies to integrate financial features into their products, including accounts, cards, payments, and lending. By streamlining the process of launching vertical banks, Unit manages compliance and banking relationships, allowing businesses to create unique banking experiences efficiently. This capability not only accelerates the development timeline for financial services but also enhances customer engagement and lifetime value by differentiating their offerings in a competitive market.

Carupi is a Brazilian company founded in 2017 that operates a peer-to-peer marketplace for used cars. Based in São Paulo, the platform aims to transform the traditional buying and selling experience of vehicles, which is often fraught with inefficiencies and safety concerns. Carupi distinguishes itself by offering professional photography services for cars, publishing listings on various classified sites, and managing communications between buyers and sellers, thereby eliminating the need for direct interaction. The company also utilizes an escrow service to ensure secure transactions, streamlining the entire process. With the used car market in Brazil valued at approximately $70 billion, Carupi seeks to redefine how individuals engage in vehicle transactions, much like how Airbnb revolutionized the home rental industry. The founder and CEO, Diego Fischer, brings extensive experience, having previously established Brazil's largest consumer-to-business car marketplace.