Blossom Social
Seed Round in 2024
Blossom Social is a startup focused on creating a social investing platform aimed at enhancing financial literacy and fostering community engagement in investment decisions. The platform enables users to view the portfolios and trades of both friends and top investors, facilitating the discovery of new investment ideas through shared knowledge and experiences. By combining robust portfolio tracking tools with an innovative educational approach akin to Duolingo, Blossom empowers individuals to make informed financial choices. The company is committed to building an inclusive community where users can learn from one another and collectively take control of their financial futures.
Stash
Convertible Note in 2023
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Fello is a savings and investment platform that aims to help users save and invest while earning higher returns than traditional savings accounts. The company has developed a gamified online platform that encourages individuals, particularly gamers, to become financial investors. Users are incentivized to save and grow their money by gaining opportunities to participate in games and lotteries each time they save or invest on the platform. This unique approach not only promotes financial literacy but also enhances user engagement by combining savings with elements of gaming, making the process of investing more appealing and rewarding.
Wallbit
Pre Seed Round in 2022
Wallbit is a neobank specializing in financial services for global remote workers. It provides U.S.-based bank accounts, debit cards, and investment accounts for trading stocks and bonds on the U.S. market. The company facilitates payments, deposits, and withdrawals, allowing remote workers to manage their finances seamlessly.
Clubfolio
Venture Round in 2022
ClubFolio is a fintech company based in Bengaluru, India, founded in 2019. It operates an online brokerage platform designed to make investing accessible and engaging. The platform allows users to buy stocks, mutual funds, and other financial assets, while also providing features for learning about investments and sharing ideas within closed friend groups or communities.
Capix
Venture Round in 2022
CapixAI is a dealmaking AI copilot for private capital that helps investors close deals faster and invest with ultimate precision.
AlgoTest
Pre Seed Round in 2022
AlgoTest is an investment technology company dedicated to enhancing the decision-making capabilities of retail traders through innovative tools. The company offers a comprehensive platform that enables users to backtest, paper trade, and execute trading strategies in live markets. Their initial product is a free options backtester specifically designed for the Indian market. With a team experienced in various market segments, including electronic options market-making and factor-based market strategies, AlgoTest provides users with access to historical data to assess profitability and risk before committing real capital. The platform aims to empower retail traders by leveraging extensive market expertise and facilitating the evaluation of trading strategies.
Listed is a funding platform designed to support emerging creators by providing them with access to capital. The company operates a unique creator syndicate that allows investors to fund creators in exchange for a portion of their future earnings. This innovative approach democratizes investment opportunities, enabling individuals to invest in creators, particularly those in social media, who often have faster growth trajectories and higher success rates than traditional startups. By focusing on creators, Listed aims to address the gap in direct investment opportunities in human potential, providing a new asset class that resonates with the masses. The platform not only facilitates funding but also offers exclusive perks, enhancing the relationship between creators and their supporters while fostering a community around shared success.
Onyx Private
Seed Round in 2022
Onyx Private is a modern private banking platform tailored for affluent young professionals, investors, and entrepreneurs. It provides a premium digital banking experience complemented by a concierge service that caters to various personal finance, wealth, and lifestyle needs. The platform features a personalized robo-advisor for tax-loss harvesting, fixed-income money market accounts, Treasury Bills, and alternative investments such as private equity, venture capital, and hedge fund strategies. By offering low fees and minimums, Onyx Private enables users to set customized financial goals and manage their finances more effectively, making private banking more accessible to a new generation.
Koshex is a personal finance and wealth management service established in 2020 and headquartered in Bengaluru, Karnataka. The company focuses on automating wealth creation for Indian millennials by offering data-driven insights into their daily finances, enabling them to save more effectively and make informed investment decisions. Its innovative platform facilitates automated investing in various assets, including mutual funds, digital gold, and sectors such as technology, clean energy, automobiles, and US equities. By providing users with tools to understand money movement in real-time and evaluate potential investment outcomes, Koshex empowers customers to explore diverse investment opportunities tailored to their financial goals.
GoodFin
Venture Round in 2022
GoodFin is an AI-driven wealth management platform that aims to democratize access to alternative asset classes, such as private equity, venture capital, and established startups. By curating a selection of institutional-quality investment opportunities, the company seeks to provide users with innovative ways to diversify their portfolios. Additionally, GoodFin offers a financing platform that includes credit and banking services, focusing on providing affordable alternatives to consumer debt. Through these services, GoodFin supports customers in enhancing their financial well-being by facilitating debt-free personal loans.
Stock Unlock
Venture Round in 2022
Stock Unlock, established in 2021 with its headquarters in New York City, operates an online platform dedicated to enhancing financial education and facilitating informed trading decisions. This platform provides users with comprehensive financial data, trends, ratios, and other relevant benchmarks, empowering them to make well-informed investment choices and foster their financial literacy.
Pluto.markets
Venture Round in 2022
Pluto Markets is an investment software application that focuses on making investing a social experience. It allows users to create groups with friends, fostering collaboration, competition, and co-investment. The platform notifies users about trades within their portfolios, facilitating discussions on the latest investment opportunities. By incorporating features like fractional shares and zero-commission trading, Pluto Markets aims to enhance the investment experience for individuals and their social circles.
Bundil
Venture Round in 2022
Bundil LLC is an innovative company based in Addison, Texas, that has developed an online platform for investing in cryptocurrency. The platform allows users to engage in micro-investing by converting their spare change from everyday transactions into various cryptocurrencies. By rounding up purchases made with credit or debit cards, Bundil enables users to automatically invest their spare change into their preferred digital currencies. This approach simplifies the investment process, making it accessible for individuals who may find traditional investing in cryptocurrency complex and daunting. Bundil's application also offers features for tracking portfolio growth and managing investments, making it a comprehensive tool for both novice and experienced investors interested in building their financial future through cryptocurrency.
Soon
Pre Seed Round in 2022
Soon operates a finance management platform that automates personal finances, helping users manage their money more effectively. The platform allows individuals to deposit funds into their accounts, automatically allocating a portion for essential expenses while investing the remainder according to user-defined portfolio settings. This system enables users to balance their spending, saving, and investing, ultimately aiding them in achieving their financial goals efficiently. Soon's approach simplifies the financial management process by integrating spending and investment strategies into a single solution, thereby enhancing users' financial well-being.
Genie
Venture Round in 2022
Genie AI uses dashboards and APIs that supports portfolio managers across the entire investment lifecycle.
Finch is a financial technology company based in Boston, Massachusetts, that provides an innovative online trading platform designed to simplify investing. Founded in 2019, Finch allows users to earn investment returns by automatically investing their cash balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their individual risk profiles. This unique approach ensures that users’ entire balance is actively working for them from the outset. Additionally, Finch offers instant access to funds, including those that are invested, enhancing liquidity for users. The platform also features a rewards card that enables customers to earn cash back on purchases, which can be automatically reinvested to foster financial growth. Through these services, Finch aims to make investing accessible and straightforward for its users.
AnFin is a venture-backed fintech company focused on transforming wealth management and brokerage services, particularly in developing economies like Vietnam. The company aims to democratize access to financial markets by providing a digital trading platform that enhances liquidity and transparency for novice retail investors. AnFin facilitates financial education, enabling users to develop investment strategies and explore various asset classes. Through innovative technology and strategic partnerships, AnFin seeks to create an interconnected ecosystem that fosters collaboration and empowers individuals to engage meaningfully with financial markets.
PropReturns
Seed Round in 2021
PropReturns is an online property marketplace founded in 2020 and based in Mumbai, Maharashtra, India. The platform offers users the opportunity to invest in carefully selected real estate investments, focusing on pre-leased commercial and distressed residential properties. By providing detailed analyses and comprehensive financial insights, PropReturns enables investors to make informed decisions backed by data. The company aims to help users build wealth and generate passive income through strategic real estate investments.
Fractional
Seed Round in 2021
Fractional is a company that focuses on making real estate investing more accessible through its innovative social platform for fractional ownership. It has developed an investment application that lowers both the cost of entry and the time commitment required for property investment. The platform allows users to directly own fractions of various investment properties, which include single-family and multi-family homes. Investors can benefit from rental income and appreciation gains without incurring annual fees or being bound by holding periods. Moreover, Fractional enhances user experience by enabling them to visualize returns, cash flow, and associated costs for properties listed on the marketplace.
Cash Flow Portal
Seed Round in 2021
Cash Flow Portal is a technology company specializing in real estate syndication software. It facilitates the connection between sponsors (general partners) and investors across the United States by streamlining capital raising processes. The platform enables sponsors to efficiently present new deals, share documents, administer property information, and manage fundraising efforts. This helps syndicators attract investment for their projects from accredited investors while simplifying operational tasks.
Trii is a fintech company focused on democratizing access to the stock market for retail investors in Latin America. It offers a mobile application that allows individual users to buy and sell shares easily and efficiently. By reducing the costs associated with retail transactions, Trii enables investors to automate investing processes that were previously labor-intensive and costly. The company's platform aims to simplify investment for a broader audience, promoting financial inclusion and enhancing the investment experience for users in the region.
FrontPage
Seed Round in 2021
FrontPage is an online financial platform focused on making stock investing more accessible to a broader audience. The company provides a space for investors to share and discuss market ideas while connecting with financial experts. Its platform facilitates interactions between market traders and experienced advisors, allowing users to receive valuable tips and insights on trading. By fostering a community where investors can learn from one another, FrontPage aims to enhance the investment experience and empower individuals to engage more effectively with the stock market.
Financial Choice
Venture Round in 2021
Financial Choice allows consumers to invest their checking account funds for market returns while retaining instant cash access. Financial Choice provides instant access to cash, automated investing, tax efficiency, and portfolio rebalancing.
Koshex
Pre Seed Round in 2021
Koshex is a personal finance and wealth management service established in 2020 and headquartered in Bengaluru, Karnataka. The company focuses on automating wealth creation for Indian millennials by offering data-driven insights into their daily finances, enabling them to save more effectively and make informed investment decisions. Its innovative platform facilitates automated investing in various assets, including mutual funds, digital gold, and sectors such as technology, clean energy, automobiles, and US equities. By providing users with tools to understand money movement in real-time and evaluate potential investment outcomes, Koshex empowers customers to explore diverse investment opportunities tailored to their financial goals.
Alinea is a mobile investing platform designed to empower individuals in their investment decisions. The platform allows users to invest in stocks, exchange-traded funds, and cryptocurrencies, offering a user-friendly interface that simplifies the investment process. Alinea enables users to create curated playlists of investments, facilitating portfolio diversification based on personal interests and themes. The platform includes tools for automating investments through recurring contributions and provides insights to assist users in making informed financial choices. Additionally, Alinea incorporates a social component, allowing users to view and share investment strategies with peers. Targeting individuals who seek a straightforward approach to personal finance, Alinea caters to those who may not possess advanced financial knowledge, positioning itself as a self-directed investment service focused on thematic and goal-based investing.
Hapi is a stock trading app that aims to democratize access to the financial markets for consumers in Latin America. It offers a user-friendly platform where individuals can register in just a few minutes and begin trading stocks and exchange-traded funds (ETFs) without incurring any commission fees or minimum investment requirements. Hapi allows users to transfer funds, execute real-time transactions, and monitor their investment returns easily. In addition to traditional stock trading, the platform has expanded its offerings to include the ability to buy, hold, and sell cryptocurrencies, further enhancing its appeal to a diverse range of investors.
Fractional
Seed Round in 2021
Fractional is a company that focuses on making real estate investing more accessible through its innovative social platform for fractional ownership. It has developed an investment application that lowers both the cost of entry and the time commitment required for property investment. The platform allows users to directly own fractions of various investment properties, which include single-family and multi-family homes. Investors can benefit from rental income and appreciation gains without incurring annual fees or being bound by holding periods. Moreover, Fractional enhances user experience by enabling them to visualize returns, cash flow, and associated costs for properties listed on the marketplace.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.
Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.