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Vista Fintech connects financial planners with clients using technology. Vista is a platform that manages plans and dreams, automatically updates investments, and organizes and consolidates numerous personal financial planning difficulties. They also provide patrimony, indebtedness, and financial stability.

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.

Allara helps individuals and families achieve their life goals and retire on the date they choose with financial independence.

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.

Fincent is a finance firm focused on modernizing financial and accounting services for small and midsized businesses. The company offers an AI-powered platform that acts as a comprehensive financial hub, integrating various functions such as bookkeeping, tax preparation, bill payment, invoicing, financial projections, budgeting, and reimbursements. By providing a real-time dashboard, Fincent enables entrepreneurs to manage their finances efficiently, allowing them to concentrate on growing their businesses. Through its innovative approach, Fincent aims to streamline financial processes and enhance overall business management.

Albo is a prominent challenger bank in Mexico that provides a financial platform designed to simplify money management. The company offers a mobile banking app and a Mastercard, allowing users to easily spend, save, and invest their money. Its platform enables clients to track monetary movements in real-time and facilitates both online and in-store purchases. Additionally, Albo provides features such as categorized expense and income reports, helping users manage their finances more effectively and adapt their banking experience to their individual lifestyles. Through these innovative services, Albo aims to deliver an honest and user-friendly banking experience.

TymeBank, a subsidiary of the Tyme Group, specializes in digital banking solutions aimed at providing accessible financial services to the lower-income market. The bank emphasizes affordability, offering secure personal and business accounts online with minimal fees and high savings interest rates. Through its digital platform, TymeBank enables customers to benefit from features such as free card swipes and no monthly fees, making banking services convenient and easy to manage. With a focus on serving over 15 million customers in emerging markets, TymeBank is dedicated to enhancing financial inclusion and providing affordable banking options.

TymeBank, a subsidiary of the Tyme Group, specializes in digital banking solutions aimed at providing accessible financial services to the lower-income market. The bank emphasizes affordability, offering secure personal and business accounts online with minimal fees and high savings interest rates. Through its digital platform, TymeBank enables customers to benefit from features such as free card swipes and no monthly fees, making banking services convenient and easy to manage. With a focus on serving over 15 million customers in emerging markets, TymeBank is dedicated to enhancing financial inclusion and providing affordable banking options.

Alvva is a San Francisco-based startup focused on providing financial products that enhance the upward mobility of noncitizen immigrants in the United States. With over 25 million noncitizen immigrants facing challenges such as unaffordability and limited access to traditional credit, Alvva aims to address these issues directly. The company offers a credit-building loan specifically designed to help cover the costs associated with filing immigration applications. Additionally, Alvva's platform features an electronic check that aligns with USCIS specifications and facilitates payment scheduling in accordance with the payroll cycle, allowing users to manage their immigration expenses while simultaneously building their credit history. The founding team brings extensive experience in mission-driven fintech, having previously worked at organizations like Oportun and Aura Financial, and is committed to helping immigrants achieve their aspirations more efficiently.

IOUU is a fintech company focused on transforming traditional financial services to provide better access to credit for individuals and businesses. The company operates a peer-to-peer lending platform that connects borrowers seeking credit with investors willing to lend, promoting efficiency and transparency in financial transactions. By leveraging innovative technology, including non-traditional data sources and machine learning, IOUU aims to simplify and enhance the borrowing experience, making it faster, cheaper, and more accessible. The company emphasizes financial inclusion and personalized development, striving to build long-term relationships with clients and ensure they receive better credit opportunities. IOUU is committed to ethical practices and seeks to revolutionize the industry by delivering greater value and convenience in digital banking services.

Valora is a mobile crypto wallet that aims to simplify the use of cryptocurrencies and decentralized finance for users worldwide. By providing an intuitive user interface, Valora allows individuals to save, send, and spend crypto easily, even on basic smartphones. This accessibility targets the vast number of smartphone users globally, enabling seamless transactions akin to sending a text message. The application also emphasizes security and privacy, incorporating cryptographic features to ensure users' funds remain protected. With its focus on usability and security, Valora seeks to make cryptocurrency a practical option for everyday financial activities.

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.

Altro, formerly known as Perch, is a company based in Los Angeles, California, that focuses on helping individuals enhance their credit scores by leveraging recurring expenses. Founded in 2019, Altro provides a platform that allows users to link everyday payments and subscriptions, such as bills and monthly services, to their credit history. By recognizing these often-overlooked payments, the Altro app enables users to build their credit more effectively, turning regular financial commitments into a tool for improving their creditworthiness. The service is offered for free, aiming to empower users to maximize their financial potential through better credit management.

Payflow is a financial platform that offers a unique employee benefit by providing instant access to earned salaries, thereby enhancing employees' financial well-being. Founded in 2020 and backed by Rocket Internet, the company operates from Spain. Payflow's service allows employees to access their earnings without affecting the company's cash flow or complicating payroll processes. This approach not only improves employee productivity and engagement but also helps organizations manage their financial operations more effectively. Through its platform, Payflow aims to support both employees and employers in achieving better financial management.

Nelo is a financial technology company based in Mexico City, established on April 8, 2019. It specializes in developing a mobile application and a digital payment management platform that enables users to conduct financial transactions effectively. The platform allows individuals to send and request money easily, while also providing a free virtual card with no charges for account opening. This service facilitates real-time payment and balance tracking, empowering users to manage their funds in an affordable and secure manner.

Realworld is a developer of an application designed to simplify the complexities of adulthood by providing a comprehensive platform for managing various life necessities. The application serves as a centralized hub that helps users navigate essential decisions related to finance, health, and insurance. It enables individuals to set up credit cards, manage student loan repayments, schedule healthcare appointments, select health insurance plans, and store important documents such as passports and TSA PreCheck numbers. Additionally, it assists users in organizing and uploading documents necessary for tasks like applying for an apartment lease and keeps them informed about voter registration updates and local elections. By bringing together these diverse aspects of adult life, Realworld empowers users to make informed and timely decisions.

Daylight is a digital banking platform based in West Hollywood, California, specifically designed for the LGBT+ community. Founded in 2020, Daylight provides a range of financial services, including prepaid cards and an app that offers tools, advice, and cashback for spending at queer bars and allied businesses. The platform aims to empower its members by helping them navigate the financial system, develop smarter financial habits, and connect with a supportive community. By focusing on the unique needs of the LGBT+ population, Daylight fosters financial literacy and encourages users to build a future that aligns with their values.

Lana is a technology company that provides a fintech application aimed at improving access to financial services for individuals in Latin America, specifically in Mexico, Chile, and Peru. The application addresses the needs of gig economy workers and others who have been traditionally excluded from mainstream banking services. It allows users to manage their personal finances more effectively by facilitating secure transactions, including bill payments and money transfers between users. By offering a platform that tailors financial services to the specific requirements of underserved populations, Lana aims to enhance financial inclusion and empower its users with better financial tools.

Starship specializes in simplifying health savings accounts. The company automates health spending, savings, and investing in one place. They make health savings accounts accessible to everyone. They build a healthcare savings account platform that combines a mobile-first signup process, overflow investing into index funds, easy reimbursements, and a chat service for advice.

Super.com is a financial application that focuses on helping users save money and build credit. Originally known as Snapcommerce, the company operates a platform that offers discounted everyday items and travel deals, including hotel bookings. By facilitating cashback opportunities and providing users with tools to manage their finances effectively, Super.com aims to empower consumers to make smarter purchasing decisions. The application serves as a centralized hub for users to access various deals, enabling them to maximize savings while enhancing their credit profiles through responsible spending.

Stilt Inc. is a financial technology company based in San Francisco, California, founded in 2015. It specializes in providing collateral-free personal loans to international students, graduates, and other underserved individuals, including immigrants and visa holders, who often lack a credit history in the United States. Stilt's lending platform utilizes both proprietary and public data sources to assess the creditworthiness of these individuals, allowing the company to offer short-term loans at lower interest rates. By doing so, Stilt enables immigrants to access capital and build their credit, addressing a significant gap in the traditional lending market.

Bukukas is a financial bookkeeping application to improve businesses. The app's features include recording transactions, receiving and sending money free of bank admin fees, monitoring business performance, automatic generation of financial reports, and managing stock items. The goal of BukuKas is to assist Southeast Asian companies in better managing and monitoring their cash flow.

Finmark is a financial planning software company based in Raleigh, North Carolina, founded in 2020 by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups, enabling them to efficiently handle their runway, hiring plans, and cash flow. By transforming complex financial concepts into an intuitive interface, Finmark allows companies to easily create, update, and share their financial metrics. This functionality supports startups at various stages, from pre-revenue to pre-IPO, facilitating team alignment, collaboration, and cost reduction. Through its user-friendly approach, Finmark empowers founders and firms to build and manage their financial strategies effectively.

Catch is redesigning benefits to put people at the center of their own financial stability and security. For freelancers, contractors, and workers without access to employer benefits, Catch automatically handles tax withholding, builds long-term investment savings, and provides critical insurance products. In creating a personalized safety net, Catch envisions a world where individuals can leverage data-driven curation and timely insights to gain full agency over changing needs.

Possible Finance is a consumer finance company dedicated to providing access to capital while promoting long-term financial health. The company aims to assist communities in breaking the debt cycle and fostering economic mobility across generations. It has developed a mobile-only loan application that offers flexible short-term financing options, enabling borrowers to repay loans over time. The platform is designed to be simple and affordable, akin to traditional payday loans, but without requiring a credit check. Additionally, it allows for longer repayment schedules through multiple installments, making it easier for borrowers to manage their finances responsibly.

Facet Wealth is a financial technology company that delivers personalized financial planning services tailored to the specific needs and goals of individuals. The company emphasizes comprehensive advice that encompasses various aspects of a client’s financial life, such as investments, retirement planning, and tax strategies. By leveraging advanced technology, Facet Wealth seeks to streamline the financial planning process, making it more efficient and accessible for clients. In a different domain, Facet Decision Systems offers scenario-based decision support solutions through a multi-disciplinary team of software developers and decision support specialists. Established in 1991, this division focuses on creating and deploying planning software and web-based tools that assist clients in developing scenario models for effective decision-making. Their consulting services provide insights on optimizing decision outcomes by illustrating the impacts of different choices, thereby enabling clients to navigate complex scenarios and make informed decisions.

Treasure Financial Inc. operates an educational money management app designed for children, aiming to instill good financial habits from a young age. The app allows parents to teach their children about budgeting, saving, and distinguishing between wants and needs. It includes features such as parental controls, spending limits, automatic savings, and educational resources to enhance financial literacy. Users can track balances and manage funds across different accounts designated for saving, spending, giving, and setting financial goals. Founded in 2017 and based in Toronto, Canada, the company was previously known as Abacus Card.

Neon is a Brazilian fintech established in 2016, founded by Pedro Conrade in response to the high fees charged by traditional banks. The company pioneered the first digital account in Brazil, focusing on providing a comprehensive range of financial services without abusive fees. Neon's offerings include debit and credit cards, personal loans, payroll loans, and investment options, such as CDBs and CDs, all designed with Brazilian workers in mind. Additionally, through its MEI Fácil initiative, Neon supports individual micro-entrepreneurs by providing financial services and education. The company has experienced significant growth, boasting over 15 million customers and a workforce of more than 1,600 employees. In 2021, Neon tripled its revenue and continues to anticipate strong growth. Neon For Life, an AI-driven buy now, pay later platform, further illustrates the company's commitment to enhancing financial flexibility for modern consumers by simplifying the management of essential expenses. Overall, Neon is redefining banking in Brazil by integrating technology to offer an accessible and user-friendly financial experience.

Allya is a financial wellbeing platform focused on enhancing employees' financial health by providing access to a wide range of discounts and perks. The platform connects employees with exclusive offers from various establishments, allowing them to save money and improve their purchasing power. By facilitating a personalized benefits experience, Allya enables companies to better support their workforce while promoting financial literacy and healthier financial habits among employees. Additionally, the platform assists businesses in digitizing their human resources and boosting sales without compromising profit margins. Through its partnership network, Allya aims to create meaningful connections that generate value for both employees and employers.

Valora is a mobile crypto wallet that aims to simplify the use of cryptocurrencies and decentralized finance for users worldwide. By providing an intuitive user interface, Valora allows individuals to save, send, and spend crypto easily, even on basic smartphones. This accessibility targets the vast number of smartphone users globally, enabling seamless transactions akin to sending a text message. The application also emphasizes security and privacy, incorporating cryptographic features to ensure users' funds remain protected. With its focus on usability and security, Valora seeks to make cryptocurrency a practical option for everyday financial activities.

Nelo is a financial technology company based in Mexico City, established on April 8, 2019. It specializes in developing a mobile application and a digital payment management platform that enables users to conduct financial transactions effectively. The platform allows individuals to send and request money easily, while also providing a free virtual card with no charges for account opening. This service facilitates real-time payment and balance tracking, empowering users to manage their funds in an affordable and secure manner.

Super.com is a financial application that focuses on helping users save money and build credit. Originally known as Snapcommerce, the company operates a platform that offers discounted everyday items and travel deals, including hotel bookings. By facilitating cashback opportunities and providing users with tools to manage their finances effectively, Super.com aims to empower consumers to make smarter purchasing decisions. The application serves as a centralized hub for users to access various deals, enabling them to maximize savings while enhancing their credit profiles through responsible spending.

Realworld is a developer of an application designed to simplify the complexities of adulthood by providing a comprehensive platform for managing various life necessities. The application serves as a centralized hub that helps users navigate essential decisions related to finance, health, and insurance. It enables individuals to set up credit cards, manage student loan repayments, schedule healthcare appointments, select health insurance plans, and store important documents such as passports and TSA PreCheck numbers. Additionally, it assists users in organizing and uploading documents necessary for tasks like applying for an apartment lease and keeps them informed about voter registration updates and local elections. By bringing together these diverse aspects of adult life, Realworld empowers users to make informed and timely decisions.

Stilt Inc. is a financial technology company based in San Francisco, California, founded in 2015. It specializes in providing collateral-free personal loans to international students, graduates, and other underserved individuals, including immigrants and visa holders, who often lack a credit history in the United States. Stilt's lending platform utilizes both proprietary and public data sources to assess the creditworthiness of these individuals, allowing the company to offer short-term loans at lower interest rates. By doing so, Stilt enables immigrants to access capital and build their credit, addressing a significant gap in the traditional lending market.

Nira is a company focused on promoting financial inclusion by developing a digital credit application that offers consumers access to small loans. The platform simplifies the borrowing process by allowing users to upload necessary documents and select their desired loan amount. With the capability to provide an immediate decision within three minutes, Nira enables individuals to quickly obtain the funds they need, thereby empowering them to make informed financial choices and enjoy greater freedom in their lives.

Indo is a mobile first technologically advanced neo-bank. Indo is secure, safe and offers the best interest that is available irrespective of the amount a customer would have in their indó wallets.

Human Interest is a 401(k) provider that simplifies retirement savings for small and medium-sized businesses. Founded in 2015 in San Francisco by Paul Sawaya and Roger Lee, the company developed an end-to-end technology platform that addresses administrative and compliance challenges associated with retirement plans. This platform automatically creates employee accounts and syncs deductions with payroll providers, ensuring a streamlined process. In addition to facilitating employee retirement accounts, Human Interest offers personalized investment advice, enabling businesses to provide their employees with effective financial security solutions. The company has successfully assisted thousands of businesses across the United States in establishing accessible and affordable retirement plans.

IOUU is a fintech company focused on transforming traditional financial services to provide better access to credit for individuals and businesses. The company operates a peer-to-peer lending platform that connects borrowers seeking credit with investors willing to lend, promoting efficiency and transparency in financial transactions. By leveraging innovative technology, including non-traditional data sources and machine learning, IOUU aims to simplify and enhance the borrowing experience, making it faster, cheaper, and more accessible. The company emphasizes financial inclusion and personalized development, striving to build long-term relationships with clients and ensure they receive better credit opportunities. IOUU is committed to ethical practices and seeks to revolutionize the industry by delivering greater value and convenience in digital banking services.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Starship specializes in simplifying health savings accounts. The company automates health spending, savings, and investing in one place. They make health savings accounts accessible to everyone. They build a healthcare savings account platform that combines a mobile-first signup process, overflow investing into index funds, easy reimbursements, and a chat service for advice.

Altruist is dedicated to enhancing the quality, affordability, and accessibility of independent financial advice. The company offers a digital investment platform that streamlines operations for financial advisors, enabling them to serve their clients more efficiently. By automating research and identifying problem areas, the platform allows advisors to provide better guidance, ultimately empowering clients to make informed financial decisions. This approach not only reduces costs for clients but also fosters greater financial confidence, positively impacting the experiences of tens of millions of individuals. Altruist supports a wide network of financial professionals, helping them deliver valuable services to their clients.

Kotas operates a subscription-sharing platform designed to assist individuals in managing and dividing the costs of various subscription services, such as streaming plans. The platform allows families, roommates, friends, and colleagues to organize payments efficiently and securely. By facilitating the sharing of subscription costs among users, Kotas enhances financial management and promotes savings on monthly expenses. The service emphasizes transaction security and provides tools for invoice management, making it easier for users to coordinate payments and maintain transparency in shared financial responsibilities.

IOUU is a fintech company focused on transforming traditional financial services to provide better access to credit for individuals and businesses. The company operates a peer-to-peer lending platform that connects borrowers seeking credit with investors willing to lend, promoting efficiency and transparency in financial transactions. By leveraging innovative technology, including non-traditional data sources and machine learning, IOUU aims to simplify and enhance the borrowing experience, making it faster, cheaper, and more accessible. The company emphasizes financial inclusion and personalized development, striving to build long-term relationships with clients and ensure they receive better credit opportunities. IOUU is committed to ethical practices and seeks to revolutionize the industry by delivering greater value and convenience in digital banking services.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Souqalmal.com is the leading financial comparison site in the Middle East with operations in Saudi Arabia, Bahrain and the UAE. The company has empowers customers to make decisions on their best deal on credit cards, mortgages, personal loans and insurance products. The company has raised 3 rounds of fundraise and over USD 12M to date. Shareholders include major comparison site GoCompare from the UK, Hummingbird Ventures, Riyadh Taqnia Fund, 500 Start up amongst others. Multiple awards from the Best Online Business of the Year by Gulf Capital to The UAE start up of the Year by Forbes, the company has thrived and grown its insurance business 7X in 3 years.

Noverde provides personal loan services in Brazil. It also develops software to provide credit services to its customers. Noverde's features includes restricts selling information to third parties and enables tracking all the steps of loan directly through application. Eduardo Teixeira founded it in October 2016, with its headquarters in São Paulo in Brazil.

Albo is a prominent challenger bank in Mexico that provides a financial platform designed to simplify money management. The company offers a mobile banking app and a Mastercard, allowing users to easily spend, save, and invest their money. Its platform enables clients to track monetary movements in real-time and facilitates both online and in-store purchases. Additionally, Albo provides features such as categorized expense and income reports, helping users manage their finances more effectively and adapt their banking experience to their individual lifestyles. Through these innovative services, Albo aims to deliver an honest and user-friendly banking experience.

Allya is a financial wellbeing platform focused on enhancing employees' financial health by providing access to a wide range of discounts and perks. The platform connects employees with exclusive offers from various establishments, allowing them to save money and improve their purchasing power. By facilitating a personalized benefits experience, Allya enables companies to better support their workforce while promoting financial literacy and healthier financial habits among employees. Additionally, the platform assists businesses in digitizing their human resources and boosting sales without compromising profit margins. Through its partnership network, Allya aims to create meaningful connections that generate value for both employees and employers.