FinTech Collective

bunch is the operating system (OS) for private market investing, digitizing entity creation, seamless investor onboarding and portfolio management. The company's platform focuses on saving time, money and mental energy by eliminating legacy intermediaries, overwhelming regulatory complexity, and low-tech administration. Operating across legal structures, asset classes and jurisdictions allows bunch to fully unlock private markets for everyone, enabling businesses and investors to make private markets easy, cost-efficient and fast.

CapIntel Inc. is a financial technology company based in Toronto, Canada, that specializes in developing an online platform designed to enhance financial advisory services. Founded in 2017, CapIntel's platform serves over 12,000 financial advisors and asset management sales teams across North America. It combines investment analytics with online collaboration and communication tools, facilitating seamless interactions between asset managers and advisors, as well as between advisors and their retail clients. The platform enables financial professionals to build client portfolios, compare performance, and easily create visually appealing proposals, thereby increasing sales and improving client experience. By empowering advisors with the tools they need to instill confidence in their clients regarding investments, CapIntel aims to elevate personal finance management and secure clients' financial futures.

CoinLedger is a financial services company focused on tax reporting and investment management within the cryptocurrency sector. It offers specialized software that assists users in calculating capital gains taxes related to digital assets. The platform is designed to simplify the process of managing crypto taxes by automatically calculating trading gains and preparing comprehensive tax reports. This functionality helps traders and investors navigate the complexities of cryptocurrency transactions, ultimately reducing the challenges associated with tax compliance in the digital asset space.

IMMO is a technology-driven residential real estate platform based in Europe, specializing in the acquisition and management of single-family rental properties. Founded in 2017, the company offers a comprehensive end-to-end solution that includes sourcing, acquisition, portfolio management, lettings, and property management. This approach enables institutional partners to enhance performance and optimize returns on their investments. With a team of over 130 professionals drawn from prestigious backgrounds in various industries, IMMO has established a strong presence in the UK, Germany, Spain, and India. The platform simplifies the buying, selling, and renting of properties by identifying and appraising investment opportunities tailored to specific strategies, ensuring a seamless experience for clients. Additionally, IMMO has been recognized as a "Tech Pioneer" by the World Economic Forum, underscoring its innovative approach to the real estate market.

MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.

NextCapital is a Chicago-based company established in 1996 that offers a digital advice platform designed to provide personalized planning and managed accounts to individual investors. The platform features an open-architecture advisory system that integrates account aggregation, analytics, planning, and portfolio management. This approach allows partners, including financial institutions, to customize their advice methodologies and fiduciary roles. NextCapital serves clients through various channels, including 401(k), IRA, and taxable brokerage accounts, ensuring that investors have access to objective and comprehensive portfolio services tailored to their specific needs.

Don’t Invest Alone. Openfolio leverages the aggregated financial data of tens of thousands of real investors to make personal investing simpler, more relevant, and more transparent for the everyday investor.

Don’t Invest Alone. Openfolio leverages the aggregated financial data of tens of thousands of real investors to make personal investing simpler, more relevant, and more transparent for the everyday investor.

NextCapital is a Chicago-based company established in 1996 that offers a digital advice platform designed to provide personalized planning and managed accounts to individual investors. The platform features an open-architecture advisory system that integrates account aggregation, analytics, planning, and portfolio management. This approach allows partners, including financial institutions, to customize their advice methodologies and fiduciary roles. NextCapital serves clients through various channels, including 401(k), IRA, and taxable brokerage accounts, ensuring that investors have access to objective and comprehensive portfolio services tailored to their specific needs.

MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.