Elevate Pay
Seed Round in 2024
Elevate Pay is a financial technology company developing a digital banking platform that provides regulated banking services and consumer financial products. The platform enables online account opening, fee-free SDG and USD bank accounts, a free USD Mastercard, and transfers within Sudan as well as free international transfers from several countries, supporting accessible and inclusive financial services.
Blossom Social
Seed Round in 2024
Blossom Social is a startup building a social investing platform that fosters financial literacy and community-driven ideas. The platform lets users view portfolios and trades of friends and top investors, discover new investment ideas from the community, and share portfolios, trades, and ideas. It provides portfolio tracking tools and investing education in a Duolingo-style format to help users make informed financial decisions. The service emphasizes verifiable stock holdings and performance to inform decision-making and promote transparent sharing within the community.
Cambio is a financial services platform dedicated to simplifying money management for individuals and businesses. It offers online payments, transfers, currency exchange, budgeting tools, and secure financial solutions.
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.
Envelope Money
Seed Round in 2023
Envelope Money is a technology company that specializes in developing a comprehensive mobile banking platform. This platform is designed to help users manage their family finances by offering a range of features, including flexible budgeting tools, virtual and physical cards, secure account controls, joint accounts, and advanced spending tracking capabilities. The platform aims to simplify financial management, enabling users to efficiently allocate funds, monitor expenses, and work towards achieving their financial goals.
Bitstack
Seed Round in 2023
Bitstack is a fintech company that provides a crypto wallet and app designed to save and invest in Bitcoin on autopilot. The platform lets users buy, sell, earn, and spend bitcoin, with everyday purchases rounded up to invest the spare change. It aims to simplify crypto-enabled financial management and help users achieve their financial goals. Since its inception in 2021, Bitstack has expanded beyond a rounding-up feature to offer a mass-market solution for managing Bitcoin, and it is positioned as part of a broader effort to reimagine consumer banking by leveraging Bitcoin and stablecoins in crypto-native services.
Cheese is a California-based fintech company focused on helping individuals build credit and grow savings through simple, automated solutions. It develops a credit-building financial application that provides digital banking services and debit cards to customers with no credit history, enabling them to establish and improve credit scores while meeting personal financial needs, with an emphasis on serving underbanked communities.
Castor is a fintech company based in Mexico, established in 2021, that focuses on improving financial stability for workers by offering automated savings tools and access to earned wages before the traditional payday. The platform enables users to save effectively and avoid debt by providing liquidity between paychecks without incurring interest charges. Castor's services include facilitating savings, making service payments, and offering free access to a portion of wages on a daily basis. By implementing these features, Castor aims to strengthen the financial well-being of its clients and help them manage their finances more effectively.
Gullak.Money
Seed Round in 2023
Gullak.Money is a financial platform focused on promoting saving and wealth creation for its users. It aims to establish an inclusive ecosystem that encourages individuals to save small amounts daily, facilitating the development of effective financial habits. The platform offers various resources to help users set and accomplish their financial goals, thereby empowering them to enhance their savings and invest wisely for future prosperity. Through its user-friendly approach, Gullak seeks to make saving accessible to everyone, ultimately contributing to improved financial well-being.
Baselane
Venture Round in 2022
Baselane is a banking and finance platform for landlords and real estate investors in the United States. It integrates users' bank accounts with expense management, rent collection, bookkeeping, cash flow tracking and performance analytics, delivering tailored financial services, automated tools and actionable insights to save time, improve financial visibility and help grow investment portfolios. The company serves more than 12 million landlords and real estate investors who own over 25 million homes, empowering independent property owners to manage finances efficiently and increase returns.
Wallbit
Pre Seed Round in 2022
Wallbit is a global neobank offering USD and EUR accounts, debit cards, access to US investments, and local currency transactions through a single app. It caters to individuals living outside the US who require international banking services.
Earnr
Venture Round in 2022
Earnr is a finance and tax service company based in the U.K., founded in 2020 by Anil Nair, Enzo Ottens, and Jamie Leverton. It caters to creators and individuals engaged in side-hustle businesses. Earnr's platform automates finances and tax submissions, allowing users to import bank transactions, track earnings, streamline tax returns, and maintain a comprehensive record of self-employed income. This helps users save time on financial organization and tax filing.
ClubFolio
Venture Round in 2022
Founded in 2019, ClubFolio is a Bengaluru-based company that develops an online brokerage platform. This platform enables users to invest in stocks and mutual funds, fostering a fun and engaging environment for building financial freedom.
Travel often, debt-free. You just tell us your travel details and preferences, we budget everything for you and turn it into an easy subscription plan. Your plan takes care of: booking the best travel flights, hotels, and FX. Everything you need to enjoy your trip in due time.
We innovated in savings so we could help more people achieve their dreams. After 100k users, travel became the obvious choice of focus because it was responsible for more than 70% of our user's goals. This innovative approach to travel, using fintech at its core was only possible because we spent 3 years building the perfect savings solutions first.
Snowball Wealth
Pre Seed Round in 2022
Snowball Wealth, Inc. is a financial management company based in San Mateo, California, founded in 2018. It specializes in providing personalized guidance for student loans and broader financial planning, focusing on debt management, retirement, and investment strategies. The company has developed a mobile platform that combines community engagement, social challenges, and AI-driven planning to assist users in addressing financial challenges. By fostering an open dialogue around debt, income, and investing, Snowball Wealth aims to alleviate the stigma associated with these topics. Its innovative approach empowers individuals to make informed financial decisions, manage their student debt effectively, and build generational wealth through tailored advice and resources.
GroMo is a fintech marketplace that empowers individuals in India to become micro-entrepreneurs by selling a variety of financial products, including insurance policies, credit cards, savings accounts, and loans. The platform allows users to partner with banks and non-banking financial companies (NBFCs) to distribute these products, enabling them to earn substantial income with no initial investment. GroMo provides a user-friendly mobile app that facilitates sales from anywhere, offering features such as instant payouts, training and certification programs, customer management tools, and robust customer support. With over 1.4 million partners, GroMo aims to financially empower its users, allowing them to earn over INR 1 lakh monthly by leveraging the app's capabilities. This innovative platform not only simplifies the sales process but also fosters a community of individuals who can enhance their financial knowledge and grow their businesses through referrals and personalized engagement.
Fleek provides a subscription tracking and management platform that centralizes control of subscription services, helping users view all active and expiring subscriptions, recurring and scheduled payments, and secure payment methods in one place. It enables users to discover, monitor, renew, or cancel subscriptions with ease, delivering simplified management and visibility across services.
Achievable
Pre Seed Round in 2022
Achievable develops digital test preparation tools aimed at helping professionals prepare for exams such as the FINRA Series 7. The company offers personalized, convenient resources that leverage memory science and big data to tailor study plans, track progress, and raise the likelihood of reaching target scores. Its approach combines interactive content with supplementary videos integrated into textbook material to reinforce key concepts, delivering clearer, visual explanations. The platform is designed for busy professionals who study after hours, emphasizing a better user experience and greater accessibility. While initially focused on finance exams, Achievable intends to expand to other tests as it grows.
Tandem
Pre Seed Round in 2022
Tandem is a financial operating system for couples. It offers a payment application designed to offer a quick and easy way for couples to share expenses. The company's application puts expense sharing on auto-pilot, helps split expenses with a swipe, and imports expenses from cards and accounts, enabling users to get a better handle on their money.
Elevate Pay
Seed Round in 2022
Elevate Pay is a financial technology company developing a digital banking platform that provides regulated banking services and consumer financial products. The platform enables online account opening, fee-free SDG and USD bank accounts, a free USD Mastercard, and transfers within Sudan as well as free international transfers from several countries, supporting accessible and inclusive financial services.
Elevate Pay
Seed Round in 2022
Elevate Pay is a financial technology company developing a digital banking platform that provides regulated banking services and consumer financial products. The platform enables online account opening, fee-free SDG and USD bank accounts, a free USD Mastercard, and transfers within Sudan as well as free international transfers from several countries, supporting accessible and inclusive financial services.
Afriex
Venture Round in 2022
Afriex Inc. is a mobile payment application developer based in Oakland, California, specializing in overseas money transfer services. Founded in 2019, the company offers a digital wallet application that allows users to send and receive money globally, utilizing stablecoins to ensure fast and cost-effective remittance solutions. Afriex supports transactions to over 30 countries, enabling users to make payments and manage their finances more efficiently at current exchange rates, while also providing various withdrawal options to enhance the user experience.
Shelf
Pre Seed Round in 2022
Shelf is a fintech platform in India that serves as a neobank for young professionals. It consolidates banking, payments, expense management and bill splitting into a single app, enabling users to manage savings, access bank accounts, track spending and coordinate lending or borrowing among friends or groups, thereby letting them control their finances in one place and simplify money management as they navigate early professional life.
Cambio
Pre Seed Round in 2022
Cambio is a financial services platform dedicated to simplifying money management for individuals and businesses. It offers online payments, transfers, currency exchange, budgeting tools, and secure financial solutions.
Pigeon is an interpersonal finance app that makes it easier for anyone to create and keep track of loans with others. The leading solution for interpersonal loans, Pigeon is the smartest way to lend money to friends, family, and loved ones. Pigeon is helping millions around the world by providing everyday people with customizable technology and personalized education that eases the emotional pains of lending and borrowing money between individuals who care about each other.
Pigeon was founded by Brian Bristol in 2020 and is based in Miami, Florida.
Founded in 2021, Finku is a Jakarta-based fintech company dedicated to empowering Indonesians with better financial management tools. Its platform aims to eliminate financial illiteracy by providing users with automated financial logging, personalized insights, and budgeting assistance, enabling them to make informed financial decisions.
Whiz
Pre Seed Round in 2022
Whiz is a fintech company specializing in financial education for teens. It offers a platform that provides news, articles, training programs, and tools to help children manage pocket money, save, and understand the value of earnings.
Drahim
Pre Seed Round in 2022
Drahim is a Saudi Arabian fintech company that develops a digital platform for personalized financial planning. It analyzes users' financial habits to provide tailored investing plans, acting as a comprehensive budgeting app that tracks transactions and offers suggestions on saving and wealth growth.
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.
Stablegains
Seed Round in 2022
Stablegains is a financial technology company that provides an online platform designed to help individuals and businesses earn high interest on their cash through decentralized finance (DeFi) lending markets. By leveraging the advantages of DeFi, which operates continuously and eliminates the need for traditional financial institutions, Stablegains simplifies access to these digital lending opportunities. The company's platform serves as a user-friendly savings tool, enabling users to efficiently optimize their capital and generate passive income. Stablegains focuses on identifying and offering the safest earning methods within the DeFi space, making these financial opportunities more accessible to a broader audience.
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.
Streak
Venture Round in 2022
Streak operates as a rewarding digital bank for teenagers.
GoodFin
Venture Round in 2022
Established in 2021 and headquartered in Santa Monica, California, GoodFin operates as an AI-driven wealth management platform. It specializes in democratizing access to previously exclusive alternative asset classes such as private equity and venture capital investments.
Stock Unlock
Venture Round in 2022
Founded in 2021, Stock Unlock is a New York-based company that operates a stock analysis platform. This platform aims to demystify investing and promote financial literacy by providing users with access to financials, trends, ratios, and other relevant benchmarks. It enables clients to research stocks and track portfolios, thereby enhancing their investment capabilities.
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.
Gauss
Venture Round in 2022
Gauss is a financial technology company based in New York City, founded in 2021. It offers a mobile application that helps users manage their credit card debt while building wealth. By monitoring linked credit cards, Gauss automatically pays off high-interest balances, which can save consumers significant amounts in interest payments. This service not only accelerates bill repayment but also aids in improving users' credit ratings. Additionally, Gauss provides low-interest credit lines to refinance costly credit card debt, allowing consumers to transform liabilities into assets with minimal disruption to their financial situations.
Bundil
Venture Round in 2022
Bundil is a fintech platform that converts spare change from everyday credit or debit card purchases into cryptocurrencies and other financial tools. The service automatically tracks spending, rounds purchases to the nearest dollar, and invests the resulting spare change into the user’s preferred digital asset. It operates as an automated micro-investing solution compatible with hundreds of banks, enabling users to establish saving and investing habits without active management. Bundil’s approach simplifies cryptocurrency participation by letting users accumulate investments over time through small, automated contributions tied to their everyday spending.
Stairs Financial
Pre Seed Round in 2022
Stairs Financial is a company dedicated to assisting young Americans in purchasing their first homes. It offers a financial platform that combines financial advice with real estate listings, allowing users to evaluate their eligibility for various properties. By identifying homes based on individual financial situations, Stairs Financial connects users with relevant government grants, loans, and tax incentives. This integrated approach enables potential homeowners to plan effectively and make informed decisions regarding their property purchases.
Awabah
Pre Seed Round in 2022
Awabah provides digital pension planning and savings management services designed for self-employed and informal workers who lack formal pension coverage. The company offers micro-pension schemes and a platform that enables entrepreneurs, drivers, traders, artisans, and freelancers to start saving for future goals. In addition to pension services, Awabah delivers access to health insurance, life insurance, and accident cover as part of a practical benefits package, simplifying participation in retirement saving and protection for workers who do not have traditional pension arrangements.
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.
Monzo Bank
Series H in 2022
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
Grid is a company that offers a comprehensive management platform for financial services aimed at simplifying financial processes for clients. The platform provides tools for tracking payrolls, taxes, bills, and refunds, as well as managing individual paychecks. Additionally, Grid has developed a financial application that facilitates online tax filing and advisory services. This application collects financial information from clients and pairs them with in-house advisors, helping taxpayers maximize deductions and prepare their annual returns efficiently. By combining these features, Grid aims to optimize financial management for its users while maintaining transparency in costs through a flat fee structure.
AnFin is a fintech company focused on wealth management and brokerage that aims to democratize access to financial markets and investment products through scalable technology and strategic partnerships. The company develops a digital trading platform and ecosystem designed to serve novice retail investors, particularly in Vietnam, by promoting liquidity and transparency, providing financial education, investment strategies, and objective market information, and enabling access to multiple asset classes such as stocks, bonds, and structured products. This approach helps users make informed decisions, manage risk, and pursue defined returns.
Frich
Pre Seed Round in 2021
Frich is a fintech startup that empowers Generation Z to manage their personal finances more effectively through social engagement. Its platform enables users to set spending goals collectively with friends, fostering accountability and motivation through gamification and social media integration.
Comun
Pre Seed Round in 2021
Comun is a digital banking platform that offers FDIC-insured deposit accounts and a Visa debit card via a mobile app, serving Latino users in the United States. The service enables quick online applications, access to a wide ATM network, bilingual customer support, and built-in fraud protection. It supports free and instant transfers through its internal payments platform and allows paycheck deposits up to two days early when Direct Deposit is connected. The platform aims to provide everyday financial transactions such as deposits and transfers, promoting financial stability and greater financial freedom for its target community.
Achievable
Venture Round in 2021
Achievable develops digital test preparation tools aimed at helping professionals prepare for exams such as the FINRA Series 7. The company offers personalized, convenient resources that leverage memory science and big data to tailor study plans, track progress, and raise the likelihood of reaching target scores. Its approach combines interactive content with supplementary videos integrated into textbook material to reinforce key concepts, delivering clearer, visual explanations. The platform is designed for busy professionals who study after hours, emphasizing a better user experience and greater accessibility. While initially focused on finance exams, Achievable intends to expand to other tests as it grows.
EQL Finance
Pre Seed Round in 2021
EQL Finance is a fintech lender that specializes in providing an online lending platform for small loans without interest or fees. The company focuses on offering interest-free loans that can be repaid over a few months, making it accessible for working families and individuals. In addition to its lending services, EQL Finance provides training and insights into financial management and purchase behavior, helping users enhance their financial literacy and build credit. This comprehensive approach aims to empower individuals to improve their financial management skills and achieve greater financial stability.
Udhaar Book
Seed Round in 2021
Udhaar Book is a developer of a digital ledger application designed to assist small businesses in managing their financial records. The platform provides an online ledger that enables users to track outstanding debts and maintain accounts with customers and suppliers. It features tools for recording financial transactions and sending automated reminders to customers, which helps improve collection rates and enhance cash flow. By simplifying the management of credit, Udhaar Book aims to facilitate hassle-free financial operations for small businesses.
Snowball Wealth
Pre Seed Round in 2021
Snowball Wealth, Inc. is a financial management company based in San Mateo, California, founded in 2018. It specializes in providing personalized guidance for student loans and broader financial planning, focusing on debt management, retirement, and investment strategies. The company has developed a mobile platform that combines community engagement, social challenges, and AI-driven planning to assist users in addressing financial challenges. By fostering an open dialogue around debt, income, and investing, Snowball Wealth aims to alleviate the stigma associated with these topics. Its innovative approach empowers individuals to make informed financial decisions, manage their student debt effectively, and build generational wealth through tailored advice and resources.
Fingo Africa
Venture Round in 2021
Fingo Africa is a fintech startup that offers a digital banking platform aimed at young customers. The service includes current accounts, real‑time money transfers, bill and utility payments, link‑based payments, and savings goal tools. The platform enables users to send money to friends, family, or businesses through a mobile interface, providing a convenient and comprehensive digital banking experience.
Flexi Salary
Pre Seed Round in 2021
Flexi Salary is a financial services company based in Gurugram, Haryana. It offers an innovative salary wallet platform that enables employees to access their earned income early, fostering happier work environments and potentially reducing attrition rates for organizations.
Fingo Africa
Seed Round in 2021
Fingo Africa is a fintech startup that offers a digital banking platform aimed at young customers. The service includes current accounts, real‑time money transfers, bill and utility payments, link‑based payments, and savings goal tools. The platform enables users to send money to friends, family, or businesses through a mobile interface, providing a convenient and comprehensive digital banking experience.
Monto
Pre Seed Round in 2021
We help companies improve employee satisfaction, reduce turnover and increase productivity by offering their employees benefits that reduce financial stress. With Monto, users have 24/7 access to their earned wages for a low fixed fee giving them the financial freedom they need to avoid thousands in interest, hidden and overdraft fees.
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.
LemFi provides multi-currency accounts and a platform for international payments and global account management. The service enables individuals and businesses to hold funds in multiple currencies, manage their finances across borders, and send money internationally with low transfer fees. LemFi supports payments to more than 20 countries and emphasizes seamless, cost-efficient cross-border transactions without monthly subscription charges.
Honest develops innovative financial products, notably a credit card application that offers no annual fee, low interest rates on purchases, balance transfers, and rewards points. Its platform aims to help customers build credit history and improve their overall financial health.
Alinea is a mobile investing platform that simplifies personal finance for beginners. It enables users to create themed investment playlists, automate investments through recurring contributions, and make informed decisions using relevant insights. The platform also facilitates social trading by allowing users to view and share strategies with peers.
Wagetap
Seed Round in 2021
Wagetap is a platform that provides employees with access to their earned wages at any time, enhancing financial flexibility. By integrating with company payroll systems, Wagetap allows employees to track their earnings and withdraw a portion of their pay before the traditional payday, which helps them manage unexpected expenses. This innovative approach serves as a valuable tool for businesses to improve employee recruitment, retention, and engagement by offering a modern solution to financial management.
Bueno Finance
Seed Round in 2021
Bueno Finance is a fintech platform dedicated to providing financial services to blue-collar workers, enabling them to create credit histories and access loans with lower interest rates. The company offers short-term credit solutions, allowing customers to apply for instant cash loans and higher-ticket loans at subsidized processing fees. Additionally, Bueno Finance supports its users with a UPI handle that is linked to a credit line approved by the company, facilitating purchases at online merchants. Customers can also utilize the app to transact offline by scanning QR codes at various merchants. To enhance its growth, Bueno Finance plans to expand its product offerings and strengthen its team across various departments, including engineering, product, sales, credit, and operations.
Founded in 2020 by experienced entrepreneurs, Z1 is a digital banking app designed specifically for teenagers and young adults. It offers financial education, gamification, instant payments, peer-to-peer transfers, and personal finance management tools, empowering users to manage their money responsibly with no hidden fees.
GreenLight
Series D in 2021
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
GroMo
Funding Round in 2021
GroMo is a fintech marketplace that empowers individuals in India to become micro-entrepreneurs by selling a variety of financial products, including insurance policies, credit cards, savings accounts, and loans. The platform allows users to partner with banks and non-banking financial companies (NBFCs) to distribute these products, enabling them to earn substantial income with no initial investment. GroMo provides a user-friendly mobile app that facilitates sales from anywhere, offering features such as instant payouts, training and certification programs, customer management tools, and robust customer support. With over 1.4 million partners, GroMo aims to financially empower its users, allowing them to earn over INR 1 lakh monthly by leveraging the app's capabilities. This innovative platform not only simplifies the sales process but also fosters a community of individuals who can enhance their financial knowledge and grow their businesses through referrals and personalized engagement.
Broad is a fintech company founded in 2019 that provides Brazilians and Latin Americans access to the international financial market through a multi-currency account and card. The platform supports holding multiple currencies and making cross-border transactions with reduced fees, aiming to simplify international finance and enable borderless spending. It focuses on practical tools for managing cross-border money movements and everyday international purchases, making international financial activity more accessible for its regional customers.
CashBook
Seed Round in 2021
CashBook is an online application designed to help businesses record and track their income and expenses. Founded in 2020 by Vivek Kumar and Ashutosh Pathak, the company aims to modernize the bookkeeping process for small businesses that still rely on traditional pen-and-paper methods. Its platform offers a digital solution for managing financial records, allowing users to add entries, categorize transactions, and monitor their overall balance in real time. Additionally, CashBook facilitates collaborative bookkeeping by providing a shared network where multiple users can make entries simultaneously, thereby simplifying the financial management process for small enterprises.
Founded in 2020 by experienced entrepreneurs, Z1 is a digital banking app designed specifically for teenagers and young adults. It offers financial education, gamification, instant payments, peer-to-peer transfers, and personal finance management tools, empowering users to manage their money responsibly with no hidden fees.
Bling is a Paris-based mobile application founded in 2019 that offers users financial assistance of up to €100 to help them manage their expenses and avoid overdrafts. The app provides features such as anti-overdraft alerts, direct bank balance monitoring, and cash flow predictions, enabling users to maintain better control over their finances. By offering innovative financial solutions, Bling aims to improve users' financial health and provide alternatives to conventional banking practices that often penalize customers for overdrafts.
Zeta
Pre Seed Round in 2021
Zeta is a financial technology company that builds a money management platform for households to manage finances together. The platform supports joint accounts and a money manager, providing tools to track shared and personal bank accounts, set and monitor budgets, split transactions, add memos, and receive bill reminders. It also offers money coaching and other features to help families track spending and reach financial goals. The company operates as a remote-first organization and is headquartered in San Francisco, California.
Monzo Bank
Series G in 2021
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
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.
Kredi
Pre Seed Round in 2021
Kredi operates an online mortgage platform designed for Latin American customers. It uses proprietary algorithms to connect users with suitable financial institutions, streamlining the loan application process.
Zoro Card
Seed Round in 2020
Zoro Card is a company that specializes in creating money management software designed to facilitate cashless transactions and enhance credit scores. Their platform allows users to pay off debts and loans efficiently, with the added benefit of improving their credit standing over time. This enables users to qualify for low-interest loans more easily. The software includes a debit card feature specifically for managing regular bills, fees, or debt payments, ensuring that users can maintain financial stability while building their credit history.
Monzo Bank
Series G in 2020
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
GreenLight
Series C in 2020
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
Monzo Bank
Series G in 2020
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
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.
Gerald is a fintech company based in New York that simplifies bill payments for consumers. It offers an application that links and automatically pays users' household bills, providing overdraft and late fee protection. The platform also includes banking services such as direct deposits, credit building, cash advance, and rewards.
Monzo Bank
Series F in 2019
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
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.
Monzo Bank
Series E in 2018
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
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.
Monzo Bank
Series D in 2017
Monzo Bank is a London-based commercial bank, established in 2015. It provides personal banking services including current, joint and savings accounts, plus business banking with invoicing, overdrafts and loans, and offers internet and mobile app-based banking in the United Kingdom and the United States. The bank emphasizes a mobile-first approach with real-time spending updates, transaction categorization, budgeting tools, and instant notifications. Its app features Pots sub-accounts to set aside funds for specific goals and includes a premium tier, Monzo Plus, with additional features such as enhanced card designs and travel insurance. Monzo aims to replace traditional branches with a fully digital experience, serving customers who prefer managing finances via smartphone.
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.
Slash operates an online banking platform designed to facilitate seamless fund transfers between personal and business bank accounts. The platform offers a range of services, including deposits, payments, virtual cards, and expense tracking. Users benefit from features such as account and routing numbers, direct deposit capabilities, and detailed statements. Additionally, the platform incorporates bank-level security encryption and read-only access to ensure user information is protected. A mobile application enhances the user experience by allowing customers to manage both personal and business accounts from a single dashboard and to split subscription costs with friends. Support services are available to address customer inquiries via email.