Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.
Lean Technologies
Series B in 2024
Lean Technologies Limited is a FinTech startup founded in 2019 and based in Riyadh, Saudi Arabia. The company specializes in developing an application programming interface (API) platform that facilitates access to consumer financial data. Its API suite addresses the complexities of fragmented financial infrastructure, allowing businesses to easily access their customers' financial information and execute instant bank transfers. Lean Technologies aims to improve the accessibility, transparency, and functionality of financial data and payment systems, contributing to a more inclusive and interconnected financial ecosystem for both consumers and businesses.
Ansa is a technology company that specializes in developing a closed-loop payment platform aimed at enhancing customer loyalty for businesses. Its innovative technology enables marketers to create customer balances, load funds, and gain valuable insights into consumer spending habits. By financing customer accounts, Ansa's platform helps businesses reduce payment costs, increase transaction values, and foster repeat transactions. This approach supports brands in retaining and rewarding loyal customers, ultimately driving growth and profitability.
Argyle develops a payroll connectivity platform that enables businesses to automate income and employment verifications securely. This platform allows service providers in industries like mortgage, personal lending, tenant screening, and gig economy to streamline verification processes, reduce risks, and lower costs.
Relay is an-all-in-one, collaborative business banking and money management platform that helps small businesses and their teams take control of their cash flow and get crystal clear on what they’re earning, spending and saving.
With Relay, business owners can:
-Bank with no monthly account fees, no overdraft fees, and no minimum balance required
-Organize income, expenses and cash reserves using up to 20 individual accounts
-2 savings accounts offering between 1-3% APY
-Issue up to 50 virtual or physical Visa® debit cards to meticulously organize spending by team or project
-Send payments and deposits via ACH, wires or checks
-Cashflow automations, like maximum balance transfer rules and recurring payments
-Give team members and financial advisors secure, role-based banking access
-Integrate banking with accounting softwares like QuickBooks Online and Xero
-Get personalized customer support by email and phone
Relay is also the official banking partner of Profit First, the cash flow management methodology and book created by serial entrepreneur Mike Michalowicz.
Navro
Venture Round in 2024
Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.
Aleph operates a financial planning and analysis platform designed to enhance the capabilities of traditional spreadsheets such as Excel and Google Sheets. By integrating data from accounting systems and various operational sources, Aleph provides specialized financial tools that are always current. This allows clients to create sophisticated financial models and use cases, ultimately facilitating informed investment decisions. Aleph aims to support finance departments by merging the familiarity of spreadsheets with advanced financial insights, making it a valuable resource for financial professionals.
Rightfoot
Series A in 2023
Rightfoot is a financial technology company that simplifies the process of integrating debt payments, particularly for student loans, into applications. By establishing direct relationships with loan servicers, Rightfoot enables developers to facilitate debt payments in a seamless manner, addressing the challenges related to handling non-routable accounts. Additionally, Rightfoot offers a consumer-permissioned financial data platform designed for banks and lenders, which allows access to comprehensive banking and credit data without the need for customers to log in. This capability empowers financial institutions to make informed, data-driven lending decisions, enhancing their operational efficiency and customer service.
Granica is a company that specializes in enhancing the efficiency and safety of artificial intelligence applications through its AI Data Readiness Platform. This platform assists data engineers and leaders in creating AI-ready data, which is crucial for optimizing machine learning models and analytics. By improving the efficiency of tabular and natural language processing training data, Granica significantly reduces storage costs and enhances query performance. The company focuses on mitigating risks associated with sensitive data leakage and harmful content, thereby ensuring privacy and safety in AI inputs and outputs. Granica curates and refines training datasets to select impactful samples, ultimately boosting the performance and reliability of AI models. Targeting enterprises in data-intensive sectors such as financial services, retail, geo-spatial intelligence, and autonomous vehicles, Granica enables clients to leverage AI more effectively, enhancing trust and improving business outcomes.
Ansa is a technology company that specializes in developing a closed-loop payment platform aimed at enhancing customer loyalty for businesses. Its innovative technology enables marketers to create customer balances, load funds, and gain valuable insights into consumer spending habits. By financing customer accounts, Ansa's platform helps businesses reduce payment costs, increase transaction values, and foster repeat transactions. This approach supports brands in retaining and rewarding loyal customers, ultimately driving growth and profitability.
Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.
Moov Financial, Inc. is a financial technology company that specializes in developing an open-source platform designed to embed banking services within various applications. Established in 2017 and headquartered in Cedar Falls, Iowa, Moov is focused on rebuilding banking infrastructure for a cloud-native environment, free from legacy technology constraints. The platform offers a developer-friendly approach, allowing for customization and portability across cloud providers or on-premises environments. Moov's services include ACH processing, customer accounts, KYC and OFAC compliance, wire transfers, and image cash letters. By providing a modular and decoupled banking-as-a-service solution, Moov enables organizations to integrate transactional banking capabilities seamlessly into their software, thereby enhancing user experiences and simplifying money management.
Finley Technologies
Series A in 2023
Finley Technologies specializes in debt management software aimed at simplifying the processes of capital raising and management for growing companies. Their platform enables users to automate debt capital operations, ensuring compliance with credit agreements and facilitating due diligence. By centralizing organizational knowledge, Finley's software streamlines ongoing reporting with capital providers, making it an essential tool for businesses like Ramp that manage substantial debt capital. The team at Finley combines expertise from notable firms such as Goldman Sachs, Nova Credit, and Palantir Technologies, and the company has received backing from prominent investors including Y Combinator and Bain Capital Ventures.
PeopleFund
Series C in 2023
Founded in 2015, PeopleFund is a premier data-driven digital lender in South Korea, specializing in consumer finance. The company aims to provide financial freedom through affordable loans and attractive investment opportunities. Utilizing a proprietary credit model and advanced technology, PeopleFund enhances loan rates for borrowers while maintaining a low loss rate, benefiting both retail and institutional investors. It is recognized as the first digital lender in Korea to exceed $1 billion in loan originations and has innovatively engaged nearly 400,000 retail investors. PeopleFund stands out as the first fintech platform to offer loan and investment products directly through KakaoTalk, a popular messaging app in Korea. Additionally, the company operates a lending platform that collaborates with banks and financial institutions to streamline the loan process, making personal loans accessible at competitive interest rates through various third-party applications.
PeopleFund
Venture Round in 2022
Founded in 2015, PeopleFund is a premier data-driven digital lender in South Korea, specializing in consumer finance. The company aims to provide financial freedom through affordable loans and attractive investment opportunities. Utilizing a proprietary credit model and advanced technology, PeopleFund enhances loan rates for borrowers while maintaining a low loss rate, benefiting both retail and institutional investors. It is recognized as the first digital lender in Korea to exceed $1 billion in loan originations and has innovatively engaged nearly 400,000 retail investors. PeopleFund stands out as the first fintech platform to offer loan and investment products directly through KakaoTalk, a popular messaging app in Korea. Additionally, the company operates a lending platform that collaborates with banks and financial institutions to streamline the loan process, making personal loans accessible at competitive interest rates through various third-party applications.
Navro
Pre Seed Round in 2022
Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.
Primitive
Series A in 2022
Primitive is an innovative developer of open-source software frameworks for crypto transaction simulation.
Arc Technologies
Series A in 2022
Arc is a comprehensive finance platform tailored for SaaS startups. It partners with Stripe to offer customized financial products, allowing software founders to borrow, save, and spend on a single digital platform.
Properly Inc. is a Canadian real estate brokerage that specializes in the buying and selling of residential properties. Founded in 2018 and headquartered in Toronto, the company leverages technology to transform the home buying and selling experience. Properly operates an online platform that simplifies the process for clients by utilizing machine learning to provide accurate market valuations for homes. This innovative approach allows clients to purchase a new home before listing their current one, enhancing convenience and reducing the stress typically associated with these transactions. Through its services, Properly aims to make the real estate market more accessible and efficient for homeowners.
Column Tax
Series A in 2022
Column Tax is a technology company that specializes in providing an application programming interface (API) for mobile banks and fintech firms. Its platform allows these companies to integrate advanced tax features into their services, enhancing the user experience for end-users. Through this API, clients can facilitate processes such as receiving tax refunds and making tax payments directly from their accounts. By offering personalized and secure income tax solutions, Column Tax empowers its clients to deliver comprehensive financial services that cater to the needs of their customers.
Fidel API
Series B in 2022
Fidel API is a financial infrastructure platform that allows developers to create programmable experiences during transaction events on payment cards. Established in 2018 and headquartered in London, with additional offices in Lisbon and New York, Fidel API provides tools that enhance interactions between merchants and consumers by facilitating real-time, event-driven engagements. The platform is designed to integrate seamlessly with major payment networks, such as Visa and Mastercard, to deliver detailed transaction data, including amount, location, date, and merchant. This capability supports improved marketing strategies and customer engagement through tailored loyalty and rewards programs, as well as streamlined processes for reimbursements and expense management. The company serves a diverse clientele, ranging from startups to large enterprises, and has established partnerships with prominent firms across various sectors.
EarnUp Inc. is a fintech company based in San Francisco, California, that focuses on automating loan payments for consumers. Established in 2013, EarnUp's platform is designed to assist over 200 million Americans with debt by intelligently managing their financial obligations, including home mortgages, student loans, auto loans, and personal loans. The service allows users to set aside small amounts of money when financially feasible, which are then used to make loan payments on their behalf. By synchronizing micro-payments with users' income and lifestyle, EarnUp aims to streamline the debt repayment process and help individuals regain control over their finances, ultimately enabling them to pay off their debts more efficiently.
Argyle develops a payroll connectivity platform that enables businesses to automate income and employment verifications securely. This platform allows service providers in industries like mortgage, personal lending, tenant screening, and gig economy to streamline verification processes, reduce risks, and lower costs.
Arc Technologies
Seed Round in 2022
Arc is a comprehensive finance platform tailored for SaaS startups. It partners with Stripe to offer customized financial products, allowing software founders to borrow, save, and spend on a single digital platform.
Zero Hash
Series D in 2022
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.
Hometap
Venture Round in 2021
Hometap, founded in 2018 and based in Boston, Massachusetts, is a fintech company that specializes in home equity investments. It allows homeowners to access funds immediately without taking on loans or selling their homes. Homeowners can use these funds for various purposes such as paying off debt or making renovations, all while avoiding added debt or monthly payments. Hometap provides this cash in exchange for a percentage of the future appreciation of the home's value.
PeopleFund
Series C in 2021
Founded in 2015, PeopleFund is a premier data-driven digital lender in South Korea, specializing in consumer finance. The company aims to provide financial freedom through affordable loans and attractive investment opportunities. Utilizing a proprietary credit model and advanced technology, PeopleFund enhances loan rates for borrowers while maintaining a low loss rate, benefiting both retail and institutional investors. It is recognized as the first digital lender in Korea to exceed $1 billion in loan originations and has innovatively engaged nearly 400,000 retail investors. PeopleFund stands out as the first fintech platform to offer loan and investment products directly through KakaoTalk, a popular messaging app in Korea. Additionally, the company operates a lending platform that collaborates with banks and financial institutions to streamline the loan process, making personal loans accessible at competitive interest rates through various third-party applications.
Column Tax
Seed Round in 2021
Column Tax is a technology company that specializes in providing an application programming interface (API) for mobile banks and fintech firms. Its platform allows these companies to integrate advanced tax features into their services, enhancing the user experience for end-users. Through this API, clients can facilitate processes such as receiving tax refunds and making tax payments directly from their accounts. By offering personalized and secure income tax solutions, Column Tax empowers its clients to deliver comprehensive financial services that cater to the needs of their customers.
Socure develops digital identity verification solutions using artificial intelligence and machine learning. Its platform authenticates identities in real-time from various online/offline sources, automating customer identification program (CIP), know your customer (KYC), and anti-money laundering (AML) compliance initiatives.
Embed Financial Technologies
Series A in 2021
Embed provides modern securities execution, clearing, settlement, and custody APIs for fintechs, broker-dealers, RIAs, banks, and trust companies.
LeapYear
Venture Round in 2021
LeapYear Technologies, Inc., established in 2014 and headquartered in Berkeley, California, specializes in developing a platform that enables enterprises to securely extract value from their most sensitive data. The platform employs differential privacy, a mathematically proven standard, to protect data while allowing it to be leveraged for machine learning purposes. This allows domain experts, data scientists, and partner organizations to create automated machine learning applications and APIs, monetizing previously inaccessible or restricted data sources. LeapYear has collaborated with major companies across various sectors, including financial services, healthcare, technology, and insurance, to combine, analyze, and securely utilize previously siloed information.
Wisetack operates a technology platform that enables in-person businesses to offer consumer-friendly financing options at the point of sale. Its platform integrates seamlessly with existing software platforms, allowing businesses to provide real-time lending solutions and enhance sales.
Sense Finance
Seed Round in 2021
Sense Finance is a decentralized finance platform that operates a fixed-income protocol on the Ethereum blockchain. The protocol enables users to manage risk through self-directed strategies, allowing them to trade fixed rates and future yields on existing yield-bearing assets. By splitting these assets into principal and yield components, Sense Finance enhances users' ability to navigate and mitigate risks associated with fluctuations in the decentralized finance markets. This innovative approach to risk management positions Sense Finance as a significant player in the evolving landscape of decentralized finance.
Properly Inc. is a Canadian real estate brokerage that specializes in the buying and selling of residential properties. Founded in 2018 and headquartered in Toronto, the company leverages technology to transform the home buying and selling experience. Properly operates an online platform that simplifies the process for clients by utilizing machine learning to provide accurate market valuations for homes. This innovative approach allows clients to purchase a new home before listing their current one, enhancing convenience and reducing the stress typically associated with these transactions. Through its services, Properly aims to make the real estate market more accessible and efficient for homeowners.
Augtera Networks
Series A in 2021
Founded in 2016, Augtera Networks specializes in an AI-powered platform designed for complex network environments. It offers proactive operations, incident prevention, and seamless integration across physical, virtual, and cloud networks, serving hyper-scale cloud platforms, financial institutions, service providers, and enterprises.
Orum is a financial technology company that provides a platform designed to facilitate real-time money movement and instant payment solutions. Founded in 2019 and headquartered in New York, Orum leverages machine learning and proprietary data science to enhance financial transactions. Its flagship product, Foresight, is an automated programming interface that predicts fund availability and assesses transaction risks, allowing banks and financial institutions to move money instantaneously. By offering a single API integration, Orum enables businesses across various industries to embed its infrastructure, optimizing payment processes for speed, cost, and risk management. The company's innovative approach supports the development of new financial products while ensuring seamless transaction experiences.
Harness Wealth
Series A in 2021
Harness Wealth is a pioneering wealth management platform designed for entrepreneurs and investors. It combines innovative technology with expert advisory services, providing personalized financial advice and solutions tailored to help users build and manage their wealth effectively.
Finley Technologies
Seed Round in 2021
Finley Technologies specializes in debt management software aimed at simplifying the processes of capital raising and management for growing companies. Their platform enables users to automate debt capital operations, ensuring compliance with credit agreements and facilitating due diligence. By centralizing organizational knowledge, Finley's software streamlines ongoing reporting with capital providers, making it an essential tool for businesses like Ramp that manage substantial debt capital. The team at Finley combines expertise from notable firms such as Goldman Sachs, Nova Credit, and Palantir Technologies, and the company has received backing from prominent investors including Y Combinator and Bain Capital Ventures.
Collectable
Series A in 2021
Collectable is a pioneering fractional investment platform specializing in sports collectibles, enabling investors of all backgrounds to engage in high-end collectibles akin to stock investments. The company facilitates the buying, selling, and trading of equity interests in rare and culturally significant assets, thus enhancing access and liquidity in the collectibles market. By promoting a democratized approach to investment, Collectable aims to elevate the collectibles asset class through increased transparency and optionality. The platform has garnered significant attention from major media outlets, highlighting its role in reshaping the intersection of sports, alternative asset investing, and collectibles.
Relay is an-all-in-one, collaborative business banking and money management platform that helps small businesses and their teams take control of their cash flow and get crystal clear on what they’re earning, spending and saving.
With Relay, business owners can:
-Bank with no monthly account fees, no overdraft fees, and no minimum balance required
-Organize income, expenses and cash reserves using up to 20 individual accounts
-2 savings accounts offering between 1-3% APY
-Issue up to 50 virtual or physical Visa® debit cards to meticulously organize spending by team or project
-Send payments and deposits via ACH, wires or checks
-Cashflow automations, like maximum balance transfer rules and recurring payments
-Give team members and financial advisors secure, role-based banking access
-Integrate banking with accounting softwares like QuickBooks Online and Xero
-Get personalized customer support by email and phone
Relay is also the official banking partner of Profit First, the cash flow management methodology and book created by serial entrepreneur Mike Michalowicz.
Embed Financial Technologies
Seed Round in 2021
Embed provides modern securities execution, clearing, settlement, and custody APIs for fintechs, broker-dealers, RIAs, banks, and trust companies.
LvlUp Ventures
Funding Round in 2021
Founded in 2019, LvlUp Ventures is a global venture capital firm focused on accelerating and investing in top startups across various stages. With over 1500 team members worldwide, the firm reviews thousands of startup applications annually, creating numerous Fortune 500 programs and investment partnerships. LvlUp offers acceleration services for early-stage companies and direct investments for mature seed startups with promising traction.
Orum is a financial technology company that provides a platform designed to facilitate real-time money movement and instant payment solutions. Founded in 2019 and headquartered in New York, Orum leverages machine learning and proprietary data science to enhance financial transactions. Its flagship product, Foresight, is an automated programming interface that predicts fund availability and assesses transaction risks, allowing banks and financial institutions to move money instantaneously. By offering a single API integration, Orum enables businesses across various industries to embed its infrastructure, optimizing payment processes for speed, cost, and risk management. The company's innovative approach supports the development of new financial products while ensuring seamless transaction experiences.
Feathery
Seed Round in 2021
Feathery provides a low‑code platform that enables product teams to create and deploy data intake workflows, forms, and user journeys. It supports automatic deployment, SEO indexing, integration with popular frameworks and search engines, and is used by industries such as insurance, financial services, and healthcare to streamline data collection and improve control and speed.
EarnUp Inc. is a fintech company based in San Francisco, California, that focuses on automating loan payments for consumers. Established in 2013, EarnUp's platform is designed to assist over 200 million Americans with debt by intelligently managing their financial obligations, including home mortgages, student loans, auto loans, and personal loans. The service allows users to set aside small amounts of money when financially feasible, which are then used to make loan payments on their behalf. By synchronizing micro-payments with users' income and lifestyle, EarnUp aims to streamline the debt repayment process and help individuals regain control over their finances, ultimately enabling them to pay off their debts more efficiently.
Rightfoot
Seed Round in 2021
Rightfoot is a financial technology company that simplifies the process of integrating debt payments, particularly for student loans, into applications. By establishing direct relationships with loan servicers, Rightfoot enables developers to facilitate debt payments in a seamless manner, addressing the challenges related to handling non-routable accounts. Additionally, Rightfoot offers a consumer-permissioned financial data platform designed for banks and lenders, which allows access to comprehensive banking and credit data without the need for customers to log in. This capability empowers financial institutions to make informed, data-driven lending decisions, enhancing their operational efficiency and customer service.
GoCardless
Series F in 2020
GoCardless Limited, established in 2011 and headquartered in London, specializes in online payment processing services for businesses. It facilitates bank-to-bank transfers through web-based gateways and APIs, enabling merchants to collect one-off and recurring payments. The company's key products include GoCardless for simple online payments, GoCardless Pro for building recurring payment ecosystems, and Success+ for predicting and managing payment failures. GoCardless offers international payment collection, with connections to over 2,300 banks across Europe, and securely provides bank account data to enhance products and manage risk. With strategic alliances like Zuora, Inc., GoCardless serves over 75,000 businesses worldwide, operating from offices in London, Paris, Munich, Melbourne, and New York.
Syncapay
Private Equity Round in 2020
Syncapay, Inc. is a holding company based in Plano, Texas, that specializes in acquiring and managing high-growth companies in the digital payments sector through its subsidiary, daVinci Payments, Inc. Established in 2017, Syncapay offers a range of digital payment solutions, including virtual prepaid cards, classic prepaid options, disbursement services, real-time funding, and application programming interface integration. The company's strategy involves leveraging synergies among its portfolio companies to enhance innovation and competitiveness in the market. Syncapay’s expertise stems from its leadership's background with influential firms in the payments industry, and it seeks to expand its influence by acquiring companies that provide or facilitate payment solutions to consumers and businesses globally. The company made its first acquisition in late 2017 by purchasing Swift Prepaid Solutions, marking the beginning of its growth in the financial technology landscape.
OpenFin
Venture Round in 2020
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Moov Financial, Inc. is a financial technology company that specializes in developing an open-source platform designed to embed banking services within various applications. Established in 2017 and headquartered in Cedar Falls, Iowa, Moov is focused on rebuilding banking infrastructure for a cloud-native environment, free from legacy technology constraints. The platform offers a developer-friendly approach, allowing for customization and portability across cloud providers or on-premises environments. Moov's services include ACH processing, customer accounts, KYC and OFAC compliance, wire transfers, and image cash letters. By providing a modular and decoupled banking-as-a-service solution, Moov enables organizations to integrate transactional banking capabilities seamlessly into their software, thereby enhancing user experiences and simplifying money management.
Argyle develops a payroll connectivity platform that enables businesses to automate income and employment verifications securely. This platform allows service providers in industries like mortgage, personal lending, tenant screening, and gig economy to streamline verification processes, reduce risks, and lower costs.
Zero Hash
Series C in 2020
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.
Orum.io
Seed Round in 2020
Orum is a financial technology company that provides a platform designed to facilitate real-time money movement and instant payment solutions. Founded in 2019 and headquartered in New York, Orum leverages machine learning and proprietary data science to enhance financial transactions. Its flagship product, Foresight, is an automated programming interface that predicts fund availability and assesses transaction risks, allowing banks and financial institutions to move money instantaneously. By offering a single API integration, Orum enables businesses across various industries to embed its infrastructure, optimizing payment processes for speed, cost, and risk management. The company's innovative approach supports the development of new financial products while ensuring seamless transaction experiences.
Lolli, Inc. is a company that specializes in a rewards platform enabling users to earn bitcoin while shopping online. Founded in 2018 and headquartered in Durham, North Carolina, Lolli has established partnerships with over 1,000 leading brands, allowing users to accumulate bitcoin rewards effortlessly. The platform operates through a browser extension for Chrome, as well as a mobile rewards wallet, facilitating transactions with networked merchants. When users make purchases at partner sites, Lolli earns a percentage of each sale and shares a portion of that revenue with users by depositing bitcoin directly into their Lolli wallets. This innovative approach provides users with an alternative currency for their shopping needs.
Founded in 2018, CoinDCX specializes in crypto-enabled financial services. It focuses on developing borderless financial services for simplified capital flow, offering powerful wallets and robust security. The company empowers traders with industry-first products tailored to individual trading experiences, risk tolerances, and frequencies. Its mission is to democratize finance and make investments accessible to everyone.
Finix develops a B2B payment processing platform that enables businesses to own, manage, and monetize their payments. The platform uses modular architecture and real-time tracking to consolidate payment data and facilitate global money transfers.
Zelis
Venture Round in 2020
Zelis is a healthcare and financial technology company that specializes in claims cost management and payments optimization solutions. Founded in 2016 and based in Bedminster, New Jersey, Zelis provides integrated services such as network analytics, payment integrity, electronic payments, and claims communications. These offerings aim to streamline the pricing, payment, and explanation of healthcare claims for payers, healthcare providers, and consumers across medical, dental, and workers' compensation markets. By leveraging advanced technology, Zelis assists its clients in navigating the complexities of the healthcare financial landscape while ensuring compliance with evolving regulations. The company is supported by investment firms Parthenon Capital Partners and Bain Capital.
Augtera Networks
Venture Round in 2019
Founded in 2016, Augtera Networks specializes in an AI-powered platform designed for complex network environments. It offers proactive operations, incident prevention, and seamless integration across physical, virtual, and cloud networks, serving hyper-scale cloud platforms, financial institutions, service providers, and enterprises.
Compound is an open-source protocol operating a decentralized finance lending platform. It facilitates real-time money markets by algorithmically adjusting interest rates based on asset-specific supply and demand. Compound enables users to deposit crypto assets as collateral, borrow base assets, and earn interest on their deposits within the DeFi ecosystem.
EarnUp Inc. is a fintech company based in San Francisco, California, that focuses on automating loan payments for consumers. Established in 2013, EarnUp's platform is designed to assist over 200 million Americans with debt by intelligently managing their financial obligations, including home mortgages, student loans, auto loans, and personal loans. The service allows users to set aside small amounts of money when financially feasible, which are then used to make loan payments on their behalf. By synchronizing micro-payments with users' income and lifestyle, EarnUp aims to streamline the debt repayment process and help individuals regain control over their finances, ultimately enabling them to pay off their debts more efficiently.
Argyle develops a payroll connectivity platform that enables businesses to automate income and employment verifications securely. This platform allows service providers in industries like mortgage, personal lending, tenant screening, and gig economy to streamline verification processes, reduce risks, and lower costs.
Founded in 2016, VoiceOps is a pioneering coaching enablement solution for call centers. It helps businesses enhance return on investment by improving coach effectiveness at scale. The platform drives lasting behavioral changes among representatives, leading to higher conversion rates, reduced attrition and ramp time, and improved customer experience across various industries such as financial services, consumer lending, insurance, education, travel, and hospitality.
Wisetack operates a technology platform that enables in-person businesses to offer consumer-friendly financing options at the point of sale. Its platform integrates seamlessly with existing software platforms, allowing businesses to provide real-time lending solutions and enhance sales.
Finix develops a B2B payment processing platform that enables businesses to own, manage, and monetize their payments. The platform uses modular architecture and real-time tracking to consolidate payment data and facilitate global money transfers.
EverMarkets is a next generation exchange that uses crypto as collateral to trade equity, commodity, and cryptocurrency futures.
LeapYear Technologies, Inc., established in 2014 and headquartered in Berkeley, California, specializes in developing a platform that enables enterprises to securely extract value from their most sensitive data. The platform employs differential privacy, a mathematically proven standard, to protect data while allowing it to be leveraged for machine learning purposes. This allows domain experts, data scientists, and partner organizations to create automated machine learning applications and APIs, monetizing previously inaccessible or restricted data sources. LeapYear has collaborated with major companies across various sectors, including financial services, healthcare, technology, and insurance, to combine, analyze, and securely utilize previously siloed information.
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Robot Ventures
Seed Round in 2019
Robot Ventures is a New York-based venture capital firm that backs early-stage fintech and blockchain companies, including those in cryptocurrency. It supports founders with ambitious visions and contrarian perspectives, seeking teams that challenge conventional thinking. Founded in 2019, the firm focuses on pre-seed and seed-stage investments, providing capital and guidance to navigate rapidly evolving financial technologies. Robot Ventures targets ventures at the intersection of finance and digital assets with the potential to transform payment systems, capital markets, and related services.
CoinDCX
Seed Round in 2019
Founded in 2018, CoinDCX specializes in crypto-enabled financial services. It focuses on developing borderless financial services for simplified capital flow, offering powerful wallets and robust security. The company empowers traders with industry-first products tailored to individual trading experiences, risk tolerances, and frequencies. Its mission is to democratize finance and make investments accessible to everyone.
CoinDCX
Seed Round in 2019
Founded in 2018, CoinDCX specializes in crypto-enabled financial services. It focuses on developing borderless financial services for simplified capital flow, offering powerful wallets and robust security. The company empowers traders with industry-first products tailored to individual trading experiences, risk tolerances, and frequencies. Its mission is to democratize finance and make investments accessible to everyone.
Wisetack
Seed Round in 2019
Wisetack operates a technology platform that enables in-person businesses to offer consumer-friendly financing options at the point of sale. Its platform integrates seamlessly with existing software platforms, allowing businesses to provide real-time lending solutions and enhance sales.
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.
ParaFi Capital
Corporate Round in 2018
ParaFi Capital, established in 2018 and headquartered in Greenwich, Connecticut, is a specialized asset management firm focusing on digital assets. It offers liquid and venture strategies within the blockchain industry, having been one of the earliest institutional investors in this sector.
Lolli
Pre Seed Round in 2018
Lolli, Inc. is a company that specializes in a rewards platform enabling users to earn bitcoin while shopping online. Founded in 2018 and headquartered in Durham, North Carolina, Lolli has established partnerships with over 1,000 leading brands, allowing users to accumulate bitcoin rewards effortlessly. The platform operates through a browser extension for Chrome, as well as a mobile rewards wallet, facilitating transactions with networked merchants. When users make purchases at partner sites, Lolli earns a percentage of each sale and shares a portion of that revenue with users by depositing bitcoin directly into their Lolli wallets. This innovative approach provides users with an alternative currency for their shopping needs.
CoinAlpha
Seed Round in 2018
CoinAlpha, Inc. is a FinTech software engineering firm based in Mountain View, California, founded in 2017. The company specializes in developing technologies that enable traders, developers, and fintech firms to create contract-based financial products. CoinAlpha is known for its open-source initiatives, including the Basket Protocol for Ethereum tokens and the Fund Protocol for fund administration. The company has also created Hummingbot, a leading open-source software for building market-making and arbitrage bots, which empowers users to manage token liquidity effectively. Additionally, CoinAlpha operates Hummingbot Miner, a liquidity mining platform that allows users to earn rewards by running market-making bots on specific trading pairs. The concept of liquidity mining was first introduced by CoinAlpha in a 2019 whitepaper. The founders bring extensive experience in investment banking and trading, complemented by engineering and product leadership backgrounds in notable Silicon Valley companies. CoinAlpha has successfully raised $14.8 million in funding from various investors.
Zero Hash
Series B in 2018
Zero Hash is a B2B embedded infrastructure platform that enables businesses to integrate digital assets into their customer experience via API endpoints. It offers secure custody for both fiat and digital assets, handles regulatory compliance, and provides turnkey solutions for digital asset trading, crypto-backed rewards, and round-ups programs.
Compound
Seed Round in 2018
Compound is an open-source protocol operating a decentralized finance lending platform. It facilitates real-time money markets by algorithmically adjusting interest rates based on asset-specific supply and demand. Compound enables users to deposit crypto assets as collateral, borrow base assets, and earn interest on their deposits within the DeFi ecosystem.
RoadSync
Seed Round in 2018
Founded in 2015, RoadSync specializes in developing an online payment platform tailored for various industries within the logistics sector. Its platform enables users to provide instant receipts, view billing activities, and facilitate recurring transactions. Serving warehouses, repair services, drivers, and other logistics professionals, RoadSync aims to automate financial solutions and modernize commerce within the $800 billion logistics industry.
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.
Swift Prepaid Solutions
Acquisition in 2017
Swift Prepaid Solutions, Inc. is a provider of prepaid bankcard products that caters to a wide range of corporate clients and their target audiences, including consumers, employees, and sales distribution channels. Founded in 1996 and based in Buffalo Grove, Illinois, the company offers a variety of products such as physical and virtual prepaid cards, as well as digital payment solutions. These products are designed for various applications, including incentive programs, corporate disbursements, and emergency relief efforts. Swift's services include advanced reporting tools, customized web portals, and flexible program management platforms, enabling clients to efficiently manage their prepaid solutions. The company serves a diverse array of industries, including Fortune 1000 companies, and provides payment options in both USD and multiple local currencies. Swift Prepaid Solutions was previously known as Swift Gift, Ltd., having rebranded in April 2006.
Basis
Initial Coin Offering in 2017
Basis is a company based in Hoboken, New Jersey, founded in 2017. It specializes in developing an algorithmic cryptocurrency protocol designed to regulate supply and maintain purchasing power. The protocol functions similarly to the operations of traditional central banks, which manage fiscal debt to stabilize economic conditions. Basis employs sophisticated algorithms to expand or contract the cryptocurrency's supply in response to market demands, ensuring its value remains stable over time.
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.
Billtrust
Series E in 2017
Billtrust is a cloud-based provider of accounts receivable and integrated payment processing solutions that digitally transform B2B payments and order-to-cash processes. The platform covers credit decisioning and monitoring, online ordering, invoicing, cash application, and collections, enabling faster payment cycles and improved cash flow. Its solutions integrate with ERP systems, financial institutions, and accounts payable software, helping customers move from paper invoicing and checks to electronic billing and payments. By accelerating revenue recognition and reducing manual and paper-based tasks, Billtrust aims to deliver cost savings and a better user experience for businesses managing B2B commerce.
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
LeapYear Technologies, Inc., established in 2014 and headquartered in Berkeley, California, specializes in developing a platform that enables enterprises to securely extract value from their most sensitive data. The platform employs differential privacy, a mathematically proven standard, to protect data while allowing it to be leveraged for machine learning purposes. This allows domain experts, data scientists, and partner organizations to create automated machine learning applications and APIs, monetizing previously inaccessible or restricted data sources. LeapYear has collaborated with major companies across various sectors, including financial services, healthcare, technology, and insurance, to combine, analyze, and securely utilize previously siloed information.
Trooly, Inc. is a San Francisco-based company, incorporated in 2013, that operates an online platform aimed at enhancing peer-to-peer social and business interactions. As a subsidiary of Airbnb, Trooly specializes in providing Instant Trust services designed to verify, screen, and predict the trustworthiness of relationships in various contexts. By employing advanced machine learning technology, Trooly synthesizes digital footprints in real time, allowing businesses to obtain insights with greater efficacy than traditional background checks and credit scores. This system requires minimal customer data input, making it both accessible and cost-effective, with results typically delivered in around 30 seconds. Trooly’s services serve a diverse clientele, including financial institutions, peer-to-peer marketplaces, marketers, and employers, fostering better risk assessment and customer relationship management. The company operates as a consumer reporting agency, ensuring compliance with applicable privacy and data protection laws while balancing transparency with respect for individual privacy.
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.
InAuth, Inc. is a digital device intelligence company specializing in data-driven authentication and fraud detection solutions. Based in Venice, California, the company offers advanced mobile and browser security technologies, including persistent and dynamic device identifiers, deep location analytics, and malware detection services. InAuth's comprehensive risk and decision engine assesses device data to identify potential fraud attributes and implement rules for effective fraud management. Additionally, the firm provides mobile commerce solutions that ensure the integrity and confidentiality of financial transactions for various sectors, including banking, healthcare, and government. Since its incorporation in 2013, InAuth has aimed to enhance the security of digital channels, enabling organizations to mitigate risks and streamline user experiences in an increasingly digital landscape. As of 2016, it operates as a subsidiary of American Express Company.
ChinaPNR
Funding Round in 2015
ChinaPNR Mobile Payments Solutions Pvt. Ltd., founded in 2006 and based in Shanghai, is a financial payment company specializing in third-party payment services. It provides a comprehensive range of online, mobile, and offline payment and settlement solutions aimed at both B2B and B2C markets. The company focuses on enhancing its core competitiveness through advanced technology and operational excellence, ensuring the security of customer data while creating value for clients. Notable products include "Money Manager," which supports e-commerce within traditional distribution, and Tiantianying, a one-stop financial platform that has attracted nearly 2 million registered users. ChinaPNR has established strategic partnerships with numerous banks and fund firms, facilitating seamless investment in fund products. The company has demonstrated significant growth, with annual transaction volumes surpassing 1.8 trillion, ranking it among the leaders in the third-party payment industry.
AvidXchange
Private Equity Round in 2015
AvidXchange provides accounts payable and payment automation software for midsize and mid-market businesses and their suppliers. The software suite includes purchase order management, invoice processing, payments, check printing, and utility-bill management delivered via a web-based platform that automates purchase orders and payment workflows while helping control costs. The company serves industries such as banking, construction, healthcare and social services, hospitality, real estate, technology, and software across North America. It processes more than $140 billion in annual transactions across a supplier network of over 680,000 and serves about 6,000 customers. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange has roughly 1,500 employees and seven offices.
OpenFin
Convertible Note in 2015
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Billtrust
Series D in 2015
Billtrust is a cloud-based provider of accounts receivable and integrated payment processing solutions that digitally transform B2B payments and order-to-cash processes. The platform covers credit decisioning and monitoring, online ordering, invoicing, cash application, and collections, enabling faster payment cycles and improved cash flow. Its solutions integrate with ERP systems, financial institutions, and accounts payable software, helping customers move from paper invoicing and checks to electronic billing and payments. By accelerating revenue recognition and reducing manual and paper-based tasks, Billtrust aims to deliver cost savings and a better user experience for businesses managing B2B commerce.
Dynamics Inc. designs and manufactures interactive payment cards that utilize programmable magnetic stripes to enhance electronic payment systems. Founded in 2007 and headquartered in Cheswick, Pennsylvania, the company offers a range of products, including multi-purpose security and loyalty cards for banks, as well as loyalty systems for merchants and health cards for consumers. Dynamics' technology allows for customizable features, providing enhanced choice, control, convenience, and security in transactions. The company has established strategic partnerships with SoftBank Corp. and its subsidiary. Dynamics operates as a subsidiary of Canadian Imperial Bank of Commerce, focusing on transforming payment methods through innovative card solutions.
Billtrust
Series C in 2014
Billtrust is a cloud-based provider of accounts receivable and integrated payment processing solutions that digitally transform B2B payments and order-to-cash processes. The platform covers credit decisioning and monitoring, online ordering, invoicing, cash application, and collections, enabling faster payment cycles and improved cash flow. Its solutions integrate with ERP systems, financial institutions, and accounts payable software, helping customers move from paper invoicing and checks to electronic billing and payments. By accelerating revenue recognition and reducing manual and paper-based tasks, Billtrust aims to deliver cost savings and a better user experience for businesses managing B2B commerce.
OpenFin provides runtime technology solutions for financial desktops. Its platform enables web applications to run outside the browser, generating real-time notifications, communicating with other applications, and meeting strict security standards. Serving financial services industries globally.
Billtrust
Series B in 2012
Billtrust is a cloud-based provider of accounts receivable and integrated payment processing solutions that digitally transform B2B payments and order-to-cash processes. The platform covers credit decisioning and monitoring, online ordering, invoicing, cash application, and collections, enabling faster payment cycles and improved cash flow. Its solutions integrate with ERP systems, financial institutions, and accounts payable software, helping customers move from paper invoicing and checks to electronic billing and payments. By accelerating revenue recognition and reducing manual and paper-based tasks, Billtrust aims to deliver cost savings and a better user experience for businesses managing B2B commerce.
Atento
Acquisition in 2012
Atento is the largest provider of customer relationship management (CRM) and business process outsourcing (BPO) services in Latin America. The company offers a comprehensive range of services, including customer care, sales, collections, back office, and technical support, catering to various sectors such as telecommunications, banking, financial services, healthcare, retail, and public administration. Atento serves its clients through multiple channels, including digital platforms like SMS, email, chat, social media, and applications, as well as traditional voice and in-person interactions. The company operates across several geographical regions, including Brazil, the Americas, and EMEA (Europe, the Middle East, and Africa).
Dynamics Inc. designs and manufactures interactive payment cards that utilize programmable magnetic stripes to enhance electronic payment systems. Founded in 2007 and headquartered in Cheswick, Pennsylvania, the company offers a range of products, including multi-purpose security and loyalty cards for banks, as well as loyalty systems for merchants and health cards for consumers. Dynamics' technology allows for customizable features, providing enhanced choice, control, convenience, and security in transactions. The company has established strategic partnerships with SoftBank Corp. and its subsidiary. Dynamics operates as a subsidiary of Canadian Imperial Bank of Commerce, focusing on transforming payment methods through innovative card solutions.
TxVia is a developer of advanced transaction processing technology tailored for the emerging payments and financial services sectors. The company specializes in a platform-as-a-service delivery model that offers fully customizable solutions for a diverse range of applications, including consumer, corporate, and government payments. TxVia's product portfolio encompasses various prepaid card systems such as retail gift cards, general purpose reloadable cards, and payroll cards, among others. By providing a custom solution rather than a standard model, TxVia enables its clients, which include prominent payments companies, to achieve enhanced scalability, security, and reliability in their operations. This approach allows clients to realize significant benefits in terms of time-to-market and cost efficiency while effectively addressing their specialized processing needs.
Memento
Debt Financing in 2010
Memento is a provider of enterprise fraud and compliance solutions, catering primarily to credit unions and community banks in North America and Europe. Founded in 2002 and headquartered in Concord, Massachusetts, with additional offices in major cities including New York, Los Angeles, Milan, London, and Washington, D.C., Memento designs its offerings to enhance proactive monitoring, detection, and investigation of fraudulent activities. The company’s flagship platform, Security 4.0, integrates data management, fraud analytics, and case management functionalities to address various technological challenges and combat fraud and compliance issues. Memento's solutions encompass monitoring for new account fraud across multiple channels, insider threats through transaction data analysis, and protecting deposit accounts from fraud. Additionally, it provides tailored fraud prevention solutions for smaller financial institutions and tools that help organizations meet regulatory requirements while safeguarding customers against identity theft.