Zolve is a neo-banking platform that provides consumer financial products, including deposit accounts, prepaid cards, money transfers, bill payments, and cross-border transactions, with tools for monitoring spending and budgeting. Launched in 2020 and based in Bangalore, India, the company aims to create a borderless financial world that offers equitable access to global financial products on a single platform, helping individuals save and invest toward financial freedom.
Anatomy Financial
Series A in 2024
Anatomy Financial specializes in streamlining financial operations for healthcare organizations that bill insurance. Their core offering is an AI-driven platform that automates financial workflows, including automated conversion of Explanation of Benefits (EOBs), intelligent reconciliation, and a modern healthcare lockbox system. This platform integrates and analyzes bank, claims, and accounting data in real-time, providing actionable financial insights and automating reconciliation processes. By doing so, Anatomy Financial enables healthcare providers to focus more on patient care.
Tabs is an AI-powered platform that automates revenue processes for businesses. It structures contracts like MSAs, order forms, and emails to automate invoice computation through cash application. Founded in 2023, Tabs is headquartered in New York.
Casap is a modern platform, it builds technology for financial services.
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.
Centricity
Seed Round in 2024
Centricity is a digital platform-as-a-service for private wealth management that supports investment professionals and high-net-worth clients in managing portfolios. The platform provides technology-enabled tools for portfolio oversight, reporting, and client engagement, with an emphasis on transparency and cost efficiency. Based in Gurugram, India, Centricity was founded in 2022 and aims to streamline wealth management workflows and related fundraising activities for advisers and asset managers.
Stori
Venture Round in 2024
Stori, established in 2017 and headquartered in Vienna, Virginia, is a technology-driven financial services provider. It specializes in using artificial intelligence to offer inclusive financial products, primarily digital credit cards, to underserved middle- and emerging middle-class customers. Stori's platform connects consumers with personal loan officers, assists in product selection based on financial situations, and guides users through the loan application process. Additionally, it aims to simplify and secure financial management by offering a unified mobile application for borrowing, saving, and investing.
Stable Money
Seed Round in 2024
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).
lemon.markets
Seed Round in 2024
Lemon.markets is a FinTech company that specializes in providing a comprehensive trading API designed to facilitate stock trading and investment. The platform simplifies the creation and execution of trading orders while also allowing users to access market data efficiently. By offering robust infrastructure, Lemon.markets empowers developers to build customized investment and trading tools tailored to their needs. The company combines its API with operational capabilities and regulatory expertise, positioning itself as a one-stop solution for businesses looking to launch their own investment products. This unique approach enables clients to offer trading in stocks, exchange-traded funds, and other financial instruments, streamlining the process of entering the investment market.
Travel Wallet
Venture Round in 2024
Travel Wallet is a mobile-based foreign currency payment service that offers a comprehensive digital travel wallet application. The platform provides users with various features, including currency exchange services, real-time exchange rates, an exchange rate calculator, local cash pick-up, and physical card issuance. Designed for tourists and business travelers, Travel Wallet aims to facilitate overseas direct purchases and payments without commission, making transactions more cost-effective compared to traditional retail banks. The company holds licenses for small overseas remittance businesses and electronic financial operations, ensuring compliance with necessary regulations and technology requirements. By partnering with banks, Travel Wallet enhances the convenience and efficiency of currency exchange services for its users.
Shivalik Small Finance Bank
Venture Round in 2024
Shivalik Small Finance Bank is a technology-driven retail bank focused on small and underserved segments, delivering digitally oriented, affordable products and a differentiated customer experience. It operates on a cloud-based architecture powered by Infosys Finacle Core Banking and Digital Banking Suite, enabling scalable online and mobile banking. The bank supports UPI, IMPS, NEFT/RTGS and is a direct member of the National Financial Switch. It serves a broad client base with over 4.5 lakh customers and 15,000 self-help groups, and operates through 31 branches and more than 250 banking agents across Uttar Pradesh, Madhya Pradesh, Delhi and Uttarakhand. The bank distributes insurance products as a corporate agent and collaborates with technology and insurance providers including Infosys EdgeVerve, FIS, Ctrl-S.
Finaloop delivers an AI‑driven platform that automates accounting for e‑commerce and direct‑to‑consumer brands. The system synchronizes data from sales channels, banks, and payment processors in real time, reconciling transactions and producing accurate, tax‑ready reports. It combines automated bookkeeping with strategic finance tools, enabling online retailers to maintain streamlined financial operations and precise financial management.
Found is a financial platform tailored for self-employed individuals, offering a suite of services that simplifies business banking, bookkeeping, and tax management. The platform features built-in expense tracking and a dedicated tax savings account, allowing users to manage their finances efficiently. With no account fees and real-time business reporting, Found aims to streamline operations for self-employed professionals, enabling them to focus on growing their businesses. By addressing the unique challenges faced by self-employed individuals, Found is dedicated to helping them achieve their entrepreneurial goals.
Tabs is an AI-powered platform that automates revenue processes for businesses. It structures contracts like MSAs, order forms, and emails to automate invoice computation through cash application. Founded in 2023, Tabs is headquartered in New York.
Synctera Inc. is a digital banking solutions provider based in San Carlos, California, and was incorporated in 2020. The company specializes in offering technology infrastructure, sponsor bank connections, and a compliance framework to facilitate the launch of FinTech and embedded banking products for businesses of all sizes. Synctera’s platform employs a unified set of APIs, allowing companies to efficiently introduce and expand various financial products such as debit cards, bank accounts, charge cards, lines of credit, and money movement services. By examining the specific needs of traditional banks and connecting them with appropriate FinTech firms, Synctera manages relationships and regulatory compliance, enabling regional and community banks to transition to digital operations effectively.
Anatomy Financial
Seed Round in 2024
Anatomy Financial specializes in streamlining financial operations for healthcare organizations that bill insurance. Their core offering is an AI-driven platform that automates financial workflows, including automated conversion of Explanation of Benefits (EOBs), intelligent reconciliation, and a modern healthcare lockbox system. This platform integrates and analyzes bank, claims, and accounting data in real-time, providing actionable financial insights and automating reconciliation processes. By doing so, Anatomy Financial enables healthcare providers to focus more on patient care.
Vestwell provides a digital retirement platform that enables employers to establish retirement plans for their employees. The platform offers automated retirement investing options that comply with applicable rules and regulations for defined contribution plans, helping advisers administer client plans with enhanced compliance and automation.
Pontera
Venture Round in 2023
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Blockchain.com
Series E in 2023
Blockchain.com develops a digital assets platform facilitating the buying, selling, and usage of cryptocurrencies. With over 50 million users worldwide, it aims to create an open and accessible financial system by empowering individuals to control their money securely.
EarlyBird
Seed Round in 2023
EarlyBird is a fintech platform that facilitates investment gifting for children. It simplifies the process for parents while allowing friends and family to contribute financially towards a child's future.
YouTrip is a Hong Kong and Singapore-based fintech startup developing a multi-currency mobile wallet. It enables users to pay abroad with no foreign transaction fees in over 150 currencies, store up to 10 currencies at wholesale exchange rates, and manage their money simply and intelligently via the YouTrip app. The company aims to revolutionize consumer banking and finance through its mobile-only platform.
Founded in 2019, Farther is a wealth management firm that combines expert advisors with advanced technology to deliver personalized financial advice. It caters to high-net-worth individuals, offering a data-driven approach and proprietary algorithms to manage investments tailored to clients' risk tolerance.
Flow Specialty (Previously Capitola)
Series A in 2023
Flow is the Next-Gen Specialty Brokerage for commercial insurance. We blend human expertise with cutting-edge technology to deliver access to top markets.
Econia Labs
Seed Round in 2023
Econia Labs develops a DeFi protocol on the Aptos blockchain. Its hyper-parallelized on-chain order book facilitates trading in decentralized finance, offering high-performance transaction execution and promoting financial inclusion.
Stable Money
Series A in 2023
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).
KillB gives companies access to a regulated, secure, and creative selection of tools to help them tackle today's financial difficulties. Their modular API provides their users with access to international payments, USD savings, and a borderless economy.
Flourish Fi
Seed Round in 2022
Flourish Savings, Inc. is a digital engagement platform based in Albany, California, that focuses on enhancing financial habits through a rewards-based online and mobile savings account. Founded in 2017, the company aims to appeal to individuals who underutilize traditional banking services. Flourish Savings provides financial institutions, such as banks and credit unions, with tools to attract new consumers and encourage meaningful financial actions. Its innovative platform allows users to grow their savings by engaging in activities that unlock prizes, thereby promoting positive financial behaviors. By facilitating new deposits and fostering deeper relationships between consumers and financial institutions, Flourish Savings contributes to increased revenue and customer engagement in the financial services sector.
Fordefi
Seed Round in 2022
Develper of a multi-party computation wallet platform designed to seamlessly connect to d-apps across a wide range of chains while keeping digital assets secure. The company's platform offers a web-three gateway that is built for decentralized finance, offering multi-party computation key management, self-serve defi policy controls, time-of-transaction smart contract insights, transaction simulation, and risk alerts, enabling market participants to easily and securely connect to decentralized applications.
Skip is a blockchain company that provides infrastructure to help blockchains leverage Miner Extractable Value (MEV) for financial sustainability and improved user experiences. The company has developed a platform featuring a sealed-bid closed auction system, allowing traders to submit tipped transactions to validators. This system prioritizes these transactions at the top of blocks, facilitating long-term financial viability for blockchains. Additionally, it enables traders to implement more sophisticated and profitable trading strategies. Through its innovative approach, Skip aims to enhance the efficiency and effectiveness of blockchain transactions.
Alloy
Venture Round in 2022
Alloy is a technology company specializing in identity verification solutions for financial institutions. It offers an API-driven platform that simplifies fraud detection and compliance processes such as KYC, AML, and fraud prevention.
Deposits
Seed Round in 2022
Deposits partners with brands, banks, and businesses to provide streamlined workplace experiences centered around money management and benefits.
Unstoppable Finance
Series A in 2022
Unstoppable Finance is developing a next-generation cryptocurrency wallet aimed at making decentralized finance (DeFi) accessible to retail investors worldwide.
Balance provides a digital payments platform for B2B online purchasing, aiming to simplify the experience for both buyers and vendors. Founded in 2019 by Bar Geron and Yoni Shuster, it is headquartered in Tel Aviv, Israel. The B2B checkout platform processes online payments and employs a machine learning engine for real-time authentication and financial risk assessment, offering flexibility for businesses to pay on their own terms.
Arrenda
Pre Seed Round in 2022
Arrenda is a fintech startup that provides financial products in Latin America. Its flagship product is revenue based financing for the real estate sector; advancing up to 12 months of rent payments to landlords through its digital platform.
Arrenda was founded in 2022 and is based in Mexico City.
Finix
Venture Round in 2022
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.
lemon.markets
Seed Round in 2022
Lemon.markets is a FinTech company that specializes in providing a comprehensive trading API designed to facilitate stock trading and investment. The platform simplifies the creation and execution of trading orders while also allowing users to access market data efficiently. By offering robust infrastructure, Lemon.markets empowers developers to build customized investment and trading tools tailored to their needs. The company combines its API with operational capabilities and regulatory expertise, positioning itself as a one-stop solution for businesses looking to launch their own investment products. This unique approach enables clients to offer trading in stocks, exchange-traded funds, and other financial instruments, streamlining the process of entering the investment market.
Blockchain.com
Series D in 2022
Blockchain.com develops a digital assets platform facilitating the buying, selling, and usage of cryptocurrencies. With over 50 million users worldwide, it aims to create an open and accessible financial system by empowering individuals to control their money securely.
Treehouse
Seed Round in 2022
Treehouse Finance is a Web3 company focused on transforming on-chain data into actionable insights for decentralized finance (DeFi) investors. The company develops a financial inclusion platform that provides data, analytics, and risk management services tailored for DeFi users. By leveraging quantitative data and sophisticated algorithms, Treehouse Finance creates risk management products and a comprehensive dashboard that analyzes information recorded on public blockchains. This enables clients to gain a clearer understanding of DeFi through curated information, portfolio analytics, and innovative tools designed to facilitate informed financial decisions and drive community innovation.
Socket is a developer of a multichain interoperability platform designed to connect various blockchain networks and facilitate the seamless transfer of assets and information between them. By creating a unified ecosystem, Socket enables developers to construct cross-chain applications that utilize shared liquidity and state across multiple chains. The platform enhances user experience by routing funds through various bridges and decentralized exchanges based on preferences such as fees, speed, and security. This approach simplifies the development process and promotes the efficient operation of multichain applications.
Founded in 2019, Payhawk is a leading spend management solution provider for businesses across Europe, the US, and the UK. It offers company cards, expense tracking, automated data extraction, and accounting software integrations to maximize efficiency and control spending.
Fonbnk is a fintech company that combines mobile technology with Web3 to enable dollarized micropayments and the conversion between local currencies and digital money in emerging markets. The platform provides access to stablecoins and digital assets, and supports no-code and low-code dApps and APIs to simplify Web3 integration for developers and merchants. Fonbnk aims to broaden financial inclusion by leveraging a network of mobile users, retailers, and agents to enable fast, secure digital transactions across diverse mobile payment systems. It offers a marketplace for exchanging value and cross-currency capabilities, helping global merchants and individuals participate in the digital economy with greater flexibility and security.
Console is the non-custodial multi-chain account to secure, navigate, and automate on-chain interactions. Built for pros. Easy for all.
Zebec is a protocol on Solana that facilitates continuous settlement. It enables composable transfers of value, initially focusing on Stream Payroll.
Personetics
Private Equity Round in 2022
Personetics Technologies Ltd. is a provider of customer interaction technology designed specifically for the financial services sector. Founded in 2010 and headquartered in White Plains, New York, the company also has a research and development center in Nazareth, Israel, and additional offices in Tel Aviv, Israel, and Singapore. Personetics offers a range of solutions, including the Personetics Digital Banker, which facilitates customer-centric processes across various digital channels, and Personetics Anywhere, which enables personalized assistance through messaging platforms. The company’s Self-Driving Finance platform engages retail and small business customers by providing tailored guidance in financial management. By leveraging real-time analytics and a library of banking-specific predictions, Personetics empowers financial institutions to enhance customer experiences, convert passive users into active participants, and streamline operations.
Trading.TV
Series A in 2022
Trading.TV is a content-driven financial services company for the next generation of investors. Our mission is to empower anyone to achieve financial freedom by merging entertainment and fintech into a simple, but powerful social experience. The platform enables creators to produce fun, interactive and informative content that investors can easily consume, take part in and act on by trading mentioned assets, from stocks and crypto to NFTs and collectibles – all in one place.
Seashell
Seed Round in 2022
Seashell offers a compliant financial platform designed to help users earn high, stable interest by leveraging blockchain innovations. The company emphasizes regulatory compliance and aims to deliver market-leading yields through a simple, push-button experience, providing a flexible and secure way for customers to save and grow their money. By combining financial services with blockchain technology, Seashell seeks to make earning interest more accessible while maintaining safeguards that protect user funds.
Stori, established in 2017 and headquartered in Vienna, Virginia, is a technology-driven financial services provider. It specializes in using artificial intelligence to offer inclusive financial products, primarily digital credit cards, to underserved middle- and emerging middle-class customers. Stori's platform connects consumers with personal loan officers, assists in product selection based on financial situations, and guides users through the loan application process. Additionally, it aims to simplify and secure financial management by offering a unified mobile application for borrowing, saving, and investing.
Payitoff
Seed Round in 2021
Payitoff is a New York-based company specializing in debt infrastructure solutions, specifically focused on student loan repayment. The company develops API tools that provide users with money-saving guidance and facilitate automatic actions related to debt management. Its platform evaluates student loans to create optimal repayment schedules and identify potential savings opportunities, enabling financial institutions, fintechs, and workplace providers to assist their customers effectively. By leveraging its technology, Payitoff aims to help the average customer save approximately $240 per month on their student loans, empowering users with insights and automated enrollment options to improve their financial well-being.
Pontera
Funding Round in 2021
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Zolve is a neo-banking platform that provides consumer financial products, including deposit accounts, prepaid cards, money transfers, bill payments, and cross-border transactions, with tools for monitoring spending and budgeting. Launched in 2020 and based in Bangalore, India, the company aims to create a borderless financial world that offers equitable access to global financial products on a single platform, helping individuals save and invest toward financial freedom.
Ula is a technology-driven distribution and credit marketplace application that focuses on supporting micro, small, and medium enterprises in Indonesia. Founded in 2020 and headquartered in Jakarta, with additional offices in Bengaluru and Singapore, Ula provides a B2B marketplace designed specifically for small retailers. The platform enables these retailers to access a diverse range of products at competitive prices while managing their inventory and supply chain more effectively. Ula offers favorable payment terms and working capital solutions, allowing store owners to stock only the inventory they need and ultimately enhance their profitability. By leveraging technology, Ula addresses key challenges in traditional retail, ensuring that small businesses can thrive in a rapidly evolving digital marketplace.
menta
Pre Seed Round in 2021
Menta is a plug-and-play solution for B2B companies that provides financial services. Its platform is open and collaborative, allowing businesses to integrate a wide range of solutions such as utility bill payments, credits, investments, crypto payments, and loyalty programs, among many others. They provide a SmartPOS (or smart point of sale) payment that allows the solution to be implemented.
Menta, founded in 2021 by Alejandro Quirno Lavalle, Virginia Folgueiro, and Santiago Lorenzo, is based in Buenos Aires, Argentina.
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.
Alloy is a technology company specializing in identity verification solutions for financial institutions. It offers an API-driven platform that simplifies fraud detection and compliance processes such as KYC, AML, and fraud prevention.
Nirvana is an AI-native financial infrastructure shaping the future of Agentic DeFi.
- Redefining DeFi with AI Agents – Nirvana builds AI frameworks for DEFAI agents to maximize capital efficiency
- AI-Native On-Chain Protocols – Empowering DEFAI agents with AI-native protocols to autonomously launch innovative financial instruments and optimize strategies
Balance provides a digital payments platform for B2B online purchasing, aiming to simplify the experience for both buyers and vendors. Founded in 2019 by Bar Geron and Yoni Shuster, it is headquartered in Tel Aviv, Israel. The B2B checkout platform processes online payments and employs a machine learning engine for real-time authentication and financial risk assessment, offering flexibility for businesses to pay on their own terms.
Flow Specialty (Previously Capitola)
Seed Round in 2021
Flow is the Next-Gen Specialty Brokerage for commercial insurance. We blend human expertise with cutting-edge technology to deliver access to top markets.
Eco Inc. is a financial technology company focused on enhancing the value of money through innovative software solutions. As a founding contributor to the Eco Protocol, the company aims to optimize financial transactions and promote efficient banking practices. Eco also develops Bend, a platform designed to offer rewarding financial solutions that align with the expectations of modern consumers. Through its commitment to improving how individuals interact with their finances, Eco seeks to drive a new standard for money management.
Bankuish
Pre Seed Round in 2021
Bankuish is a technology platform founded in 2020, with headquarters in New York City and Mexico City, that enables gig workers and freelancers to utilize their work history data to establish creditworthiness. The platform provides users access to a marketplace of preapproved financial offers from national banks, alongside tools designed to enhance their credit scores. By employing AI-driven methods to generate alternative credit scores, Bankuish facilitates the provision of loans, insurance, and digital payment solutions. Additionally, the company aids banks in acquiring new customers, managing risk, and fostering improved relationships with clientele. The Bankuish Score has successfully been used to de-risk thousands of individuals while maintaining a default rate significantly below industry norms.
Nirvana
Seed Round in 2021
Nirvana is an AI-native financial infrastructure shaping the future of Agentic DeFi.
- Redefining DeFi with AI Agents – Nirvana builds AI frameworks for DEFAI agents to maximize capital efficiency
- AI-Native On-Chain Protocols – Empowering DEFAI agents with AI-native protocols to autonomously launch innovative financial instruments and optimize strategies
Synctera Inc. is a digital banking solutions provider based in San Carlos, California, and was incorporated in 2020. The company specializes in offering technology infrastructure, sponsor bank connections, and a compliance framework to facilitate the launch of FinTech and embedded banking products for businesses of all sizes. Synctera’s platform employs a unified set of APIs, allowing companies to efficiently introduce and expand various financial products such as debit cards, bank accounts, charge cards, lines of credit, and money movement services. By examining the specific needs of traditional banks and connecting them with appropriate FinTech firms, Synctera manages relationships and regulatory compliance, enabling regional and community banks to transition to digital operations effectively.
Matrixport
Series C in 2021
Matrixport is a comprehensive platform offering digital asset services, including trading, investing, leveraging, and secure custody for cryptocurrencies.
Level is a technology company that makes financial products for employers. With Level, everyone benefits: employers offer bigger benefits for less, members get more freedom and choice, and providers are paid instantly. Level makes paying with benefits as simple as paying with cash.
The company was founded in 2018 and is based in New York, New York.
Greenwood
Series A in 2021
Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.
Blockchain.com
Series C in 2021
Blockchain.com develops a digital assets platform facilitating the buying, selling, and usage of cryptocurrencies. With over 50 million users worldwide, it aims to create an open and accessible financial system by empowering individuals to control their money securely.
FalconX
Venture Round in 2021
FalconX is a cryptocurrency brokerage and digital asset trading platform founded in 2018. It provides trading solutions that give institutions reliable execution and cost efficiency in cryptocurrency markets. The platform uses data science to eliminate slippage and hidden fees, along with blockchain technology and machine learning to route mid-to-large size trades across multiple liquidity sources. FalconX offers trading, credit, and clearing services to hedge funds, proprietary trading firms, and other institutional clients seeking transparent, scalable digital asset execution.
Stori, established in 2017 and headquartered in Vienna, Virginia, is a technology-driven financial services provider. It specializes in using artificial intelligence to offer inclusive financial products, primarily digital credit cards, to underserved middle- and emerging middle-class customers. Stori's platform connects consumers with personal loan officers, assists in product selection based on financial situations, and guides users through the loan application process. Additionally, it aims to simplify and secure financial management by offering a unified mobile application for borrowing, saving, and investing.
Zolve is a neo-banking platform that provides consumer financial products, including deposit accounts, prepaid cards, money transfers, bill payments, and cross-border transactions, with tools for monitoring spending and budgeting. Launched in 2020 and based in Bangalore, India, the company aims to create a borderless financial world that offers equitable access to global financial products on a single platform, helping individuals save and invest toward financial freedom.
Blockchain.com
Venture Round in 2021
Blockchain.com develops a digital assets platform facilitating the buying, selling, and usage of cryptocurrencies. With over 50 million users worldwide, it aims to create an open and accessible financial system by empowering individuals to control their money securely.
Personetics
Private Equity Round in 2021
Personetics Technologies Ltd. is a provider of customer interaction technology designed specifically for the financial services sector. Founded in 2010 and headquartered in White Plains, New York, the company also has a research and development center in Nazareth, Israel, and additional offices in Tel Aviv, Israel, and Singapore. Personetics offers a range of solutions, including the Personetics Digital Banker, which facilitates customer-centric processes across various digital channels, and Personetics Anywhere, which enables personalized assistance through messaging platforms. The company’s Self-Driving Finance platform engages retail and small business customers by providing tailored guidance in financial management. By leveraging real-time analytics and a library of banking-specific predictions, Personetics empowers financial institutions to enhance customer experiences, convert passive users into active participants, and streamline operations.
Balance
Seed Round in 2021
Balance provides a digital payments platform for B2B online purchasing, aiming to simplify the experience for both buyers and vendors. Founded in 2019 by Bar Geron and Yoni Shuster, it is headquartered in Tel Aviv, Israel. The B2B checkout platform processes online payments and employs a machine learning engine for real-time authentication and financial risk assessment, offering flexibility for businesses to pay on their own terms.
Pontera
Funding Round in 2021
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Ula is a technology-driven distribution and credit marketplace application that focuses on supporting micro, small, and medium enterprises in Indonesia. Founded in 2020 and headquartered in Jakarta, with additional offices in Bengaluru and Singapore, Ula provides a B2B marketplace designed specifically for small retailers. The platform enables these retailers to access a diverse range of products at competitive prices while managing their inventory and supply chain more effectively. Ula offers favorable payment terms and working capital solutions, allowing store owners to stock only the inventory they need and ultimately enhance their profitability. By leveraging technology, Ula addresses key challenges in traditional retail, ensuring that small businesses can thrive in a rapidly evolving digital marketplace.
Wintermute
Series B in 2021
Wintermute is a global leader in algorithmic trading for digital assets. With an average daily trading volume of over $5 billion across 350+ tokens on 80+ exchanges, it facilitates OTC trades and provides liquidity provisioning services. Wintermute actively invests in early-stage DeFi projects, supporting the growth of decentralized finance.
Synctera
Seed Round in 2020
Synctera Inc. is a digital banking solutions provider based in San Carlos, California, and was incorporated in 2020. The company specializes in offering technology infrastructure, sponsor bank connections, and a compliance framework to facilitate the launch of FinTech and embedded banking products for businesses of all sizes. Synctera’s platform employs a unified set of APIs, allowing companies to efficiently introduce and expand various financial products such as debit cards, bank accounts, charge cards, lines of credit, and money movement services. By examining the specific needs of traditional banks and connecting them with appropriate FinTech firms, Synctera manages relationships and regulatory compliance, enabling regional and community banks to transition to digital operations effectively.
Founded in 2018, Nextpls aims to revolutionize global digital financial transactions. Its flagship platform, Panda Remit, is Asia's leading digital remittance company, serving over 1.5 million customers across 40 countries with sustainable profitability. Nextpls also develops the Panda Platform for banks and enterprises, laying the groundwork for efficient international financial interactions.
Affirm is a financial technology company that offers consumer installment loans at the point of sale through its Buy with Affirm platform. Shoppers can select Affirm at checkout and pay for purchases in fixed monthly installments with real-time decisioning and upfront, transparent terms, avoiding hidden fees. The company provides a digital and mobile‑first platform that includes a point‑of‑sale payment solution for merchants and a consumer app, and it partners with thousands of merchants across categories such as home, travel, electronics, apparel, and beauty. Revenue comes from merchant networks and related services, including virtual card networks, with the majority of business generated in the United States, and ongoing activity in Canada and other regions. Founded in 2012 and headquartered in San Francisco with an additional office in Chicago, Affirm aims to offer an accessible alternative to traditional credit that improves budgeting and financial clarity for consumers.
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.
Wintermute
Series A in 2020
Wintermute is a global leader in algorithmic trading for digital assets. With an average daily trading volume of over $5 billion across 350+ tokens on 80+ exchanges, it facilitates OTC trades and provides liquidity provisioning services. Wintermute actively invests in early-stage DeFi projects, supporting the growth of decentralized finance.
Ula is a technology-driven distribution and credit marketplace application that focuses on supporting micro, small, and medium enterprises in Indonesia. Founded in 2020 and headquartered in Jakarta, with additional offices in Bengaluru and Singapore, Ula provides a B2B marketplace designed specifically for small retailers. The platform enables these retailers to access a diverse range of products at competitive prices while managing their inventory and supply chain more effectively. Ula offers favorable payment terms and working capital solutions, allowing store owners to stock only the inventory they need and ultimately enhance their profitability. By leveraging technology, Ula addresses key challenges in traditional retail, ensuring that small businesses can thrive in a rapidly evolving digital marketplace.
FalconX
Venture Round in 2020
FalconX is a cryptocurrency brokerage and digital asset trading platform founded in 2018. It provides trading solutions that give institutions reliable execution and cost efficiency in cryptocurrency markets. The platform uses data science to eliminate slippage and hidden fees, along with blockchain technology and machine learning to route mid-to-large size trades across multiple liquidity sources. FalconX offers trading, credit, and clearing services to hedge funds, proprietary trading firms, and other institutional clients seeking transparent, scalable digital asset execution.
Carta is a software company that operates a SEC-registered transfer agent and equity management platform for private companies. The platform helps private firms manage cap tables, corporate governance, 409A valuations, and compliance, issue stock electronically, and share equity information among shareholders, employees, auditors, and counsel. It digitizes stock certificates, stock options, warrants, and derivatives to provide a real-time view of ownership and enables employees to track vesting and exercise rights. Carta serves venture-backed startups, pre-IPO companies, and other private enterprises in the United States and internationally. Founded in 2012 and headquartered in Palo Alto, California, the company maintains additional offices in the United States, Brazil, and Canada.
Pontera
Funding Round in 2020
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Setu is a financial technology company focused on accelerating economic growth by enhancing access to formal finance. It provides developers with a low-cost, modular API infrastructure that allows clients to quickly create and implement fintech products or services. By bridging the gap between technology and banking systems, Setu aims to make financial services more accessible to a broader audience.
Teller is a London-based fintech API provider offering a unified, fully transactional banking API that lets developers connect users' bank accounts to apps and build financial products. The platform enables access to historical transactions, identity verification, cross-bank transfers, and payments through a single API, delivering bank-agnostic connectivity for developers and users. Established in 2019, Teller aims to simplify online banking and payments by providing reliable access to bank data and payments through one integration.
Matrixport
Venture Round in 2019
Matrixport is a comprehensive platform offering digital asset services, including trading, investing, leveraging, and secure custody for cryptocurrencies.
Bluevine is a financial technology company dedicated to improving the financial landscape for small business owners through tailored banking solutions. Established in 2013, Bluevine has rapidly expanded its customer base to over 400,000 across all 50 states and has facilitated more than $13 billion in financing. The company specializes in working capital management, offering products such as business lines of credit and invoice factoring. Through these services, Bluevine provides immediate access to capital, enabling businesses to manage payroll, purchase supplies, and invest in growth. With a strong commitment to innovation, security, and customer care, Bluevine aims to empower small businesses to focus on their core operations and future expansion.
Hevo Data
Seed Round in 2019
Hevo Data Inc. is a software-as-a-service company specializing in data integration services. Founded in 2016, the company has developed a platform that allows users to connect and transfer data between various sources and destinations, including databases, cloud storage, and applications. Hevo's platform also facilitates data analysis across multiple formats and silos, catering to a diverse range of industries such as fintech, hospitality, e-commerce, healthcare, and edtech. Headquartered in San Francisco, California, Hevo Data also maintains an office in Bengaluru, India, enhancing its global reach and operational capabilities.
OkCredit is a financial technology company that offers a mobile-based application designed to streamline credit account management for shop owners and their customers. Founded in April 2017 by Gaurav Kumar and Aditya Prasad, the company is headquartered in Faridabad, India. The application allows merchants to easily record credit and payment transactions digitally, simplifying the process of tracking receivables and payables. By digitizing these transactions, OkCredit enables businesses to move away from traditional paper-based accounting methods, thereby reducing the burden of maintaining physical records. This innovative solution supports merchants in managing their financial operations more efficiently across the country.
Founded in 2018, Nextpls aims to revolutionize global digital financial transactions. Its flagship platform, Panda Remit, is Asia's leading digital remittance company, serving over 1.5 million customers across 40 countries with sustainable profitability. Nextpls also develops the Panda Platform for banks and enterprises, laying the groundwork for efficient international financial interactions.
FalconX
Funding Round in 2019
FalconX is a cryptocurrency brokerage and digital asset trading platform founded in 2018. It provides trading solutions that give institutions reliable execution and cost efficiency in cryptocurrency markets. The platform uses data science to eliminate slippage and hidden fees, along with blockchain technology and machine learning to route mid-to-large size trades across multiple liquidity sources. FalconX offers trading, credit, and clearing services to hedge funds, proprietary trading firms, and other institutional clients seeking transparent, scalable digital asset execution.
Blend Labs
Series E in 2019
Founded in 2012, Blend Labs designs and develops digital lending platforms that streamline mortgage, consumer loan, and deposit account applications. Serving over 300 financial institutions, including Wells Fargo and U.S. Bank, the company processes billions in loans daily, helping millions of consumers access credit.
OkCredit is a financial technology company that offers a mobile-based application designed to streamline credit account management for shop owners and their customers. Founded in April 2017 by Gaurav Kumar and Aditya Prasad, the company is headquartered in Faridabad, India. The application allows merchants to easily record credit and payment transactions digitally, simplifying the process of tracking receivables and payables. By digitizing these transactions, OkCredit enables businesses to move away from traditional paper-based accounting methods, thereby reducing the burden of maintaining physical records. This innovative solution supports merchants in managing their financial operations more efficiently across the country.
Brigit develops a financial platform offering tools for cash advances, credit building, and financial management. Its tools help individuals track bills and budgets, understand spending habits, and access credit with lower interest costs.
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.
Carta is a software company that operates a SEC-registered transfer agent and equity management platform for private companies. The platform helps private firms manage cap tables, corporate governance, 409A valuations, and compliance, issue stock electronically, and share equity information among shareholders, employees, auditors, and counsel. It digitizes stock certificates, stock options, warrants, and derivatives to provide a real-time view of ownership and enables employees to track vesting and exercise rights. Carta serves venture-backed startups, pre-IPO companies, and other private enterprises in the United States and internationally. Founded in 2012 and headquartered in Palo Alto, California, the company maintains additional offices in the United States, Brazil, and Canada.
Setu is a financial technology company focused on accelerating economic growth by enhancing access to formal finance. It provides developers with a low-cost, modular API infrastructure that allows clients to quickly create and implement fintech products or services. By bridging the gap between technology and banking systems, Setu aims to make financial services more accessible to a broader audience.
Affirm is a financial technology company that offers consumer installment loans at the point of sale through its Buy with Affirm platform. Shoppers can select Affirm at checkout and pay for purchases in fixed monthly installments with real-time decisioning and upfront, transparent terms, avoiding hidden fees. The company provides a digital and mobile‑first platform that includes a point‑of‑sale payment solution for merchants and a consumer app, and it partners with thousands of merchants across categories such as home, travel, electronics, apparel, and beauty. Revenue comes from merchant networks and related services, including virtual card networks, with the majority of business generated in the United States, and ongoing activity in Canada and other regions. Founded in 2012 and headquartered in San Francisco with an additional office in Chicago, Affirm aims to offer an accessible alternative to traditional credit that improves budgeting and financial clarity for consumers.
RedCarpetUp.com
Venture Round in 2019
RedCarpet lends to customers in India to finance their online purchases - ecommerce, travel, etc.
RedCarpetUp lends to customers in India that banks cannot see.
In India, credit and finance companies are able to service less than 10% of the customer base because there is no data, no widespread credit bureaus to profile and score customers. RedCarpet has access to much more data, including data on your mobile phone. They use this data to service customers who never had any access to credit before.
Today their customer segment is young, future-prime students in colleges who use RedCarpetUp to find credit to fund online purchases - ecommerce, travel, etc. Tomorrow they hope to unlock credit to all of India.
Alpaca is an embedded financial technologies platform that provides real-time market data, crypto and stock investing, and end-to-end brokerage infrastructure via modern APIs. It serves hundreds of global applications and businesses, with tens of thousands of active developers.