Utila is an institutional digital asset operations platform that enables organizations to securely manage and transact across digital assets. It is chain-agnostic and non-custodial, providing an enterprise-grade wallet powered by multiparty computation key management and a granular policy engine. The platform supports asset management across multiple blockchains, wallets, and teams from a single interface, with robust APIs and integrations for developers to build customized offerings on top of the multi-chain wallet infrastructure. Utila aims to simplify institutional crypto operations while prioritizing security and usability.
Tenet operates a climate-focused financing marketplace that specializes in home and auto loans, particularly for electric vehicles. The platform aims to facilitate a transition to sustainable living by offering innovative and accessible financing options. By helping consumers save money while pursuing their climate goals, Tenet supports the adoption of electric vehicles and tracks carbon emission savings and vehicle performance. Additionally, the company provides institutional investors with access to high-quality environmental, social, and governance (ESG) assets, promoting a financial system that aligns with positive environmental impact.
IMTC
Venture Round in 2022
IMTC is a SaaS-based enterprise fintech company that transforms how asset and wealth management firms handle fixed income assets for their clients. Its cloud-native platform offers comprehensive analytics and portfolio management applications, enabling investment management firms to improve operational efficiency and optimize performance.
Addition Wealth
Seed Round in 2022
Addition Wealth is a digital platform that empowers employees to make informed financial decisions. It combines online tools, educational resources, expert content, and access to financial professionals, making personalized financial advice accessible to all employees. The company partners with employers to improve their workforce's financial well-being.
Catch
Venture Round in 2021
Catch is a Boston-based company that designs a personal benefits platform aimed at freelancers, contractors, and workers without employer-sponsored benefits. Established in 2016, Catch provides a range of financial solutions, including tax withholding, retirement savings plans, health insurance, and student loan refinancing. The platform allows users to conduct benefit checkups, link bank accounts, and create personalized financial plans, helping individuals build a comprehensive safety net for their financial stability and security. By leveraging data-driven insights, Catch enables users to take control of their financial needs and manage their wealth effectively in an evolving work landscape.
Jiko is a fintech company that offers debit cards and a digital money platform designed to combine everyday payments with treasury-based investing. Its debit product includes cash back on purchases, single-use virtual cards, and no minimum balance, delivered through a mobile app. Jiko positions itself as a bank-like service built on safe assets, notably U.S. Treasury bills, enabling users to hold cash and earn yield while maintaining liquidity. The platform supports direct investing in treasury bills and provides an embedded finance API that facilitates sending, receiving, and spending money digitally, effectively serving as a financial portal for users to manage and grow their money. The company focuses on safety and speed, integrating banking and brokerage functions to custody cash in Treasuries and offer scalable, accessible financial services.
Acorns
Venture Round in 2019
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.
Summit Wealth Systems
Seed Round in 2019
Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth managers to manage and improve their client relationships. By developing each firm's own private tech stack, the company uses cloud-native technologies to enable advisors to design their own personalized, modern, mobile, and desktop applications. Summit combines personalized wealth modeling, financial planning, and advisor-client collaboration tools with portfolio management and performance reporting capabilities to provide advisors and their clients with a more humanized wealth experience.
Catch is a Boston-based company that designs a personal benefits platform aimed at freelancers, contractors, and workers without employer-sponsored benefits. Established in 2016, Catch provides a range of financial solutions, including tax withholding, retirement savings plans, health insurance, and student loan refinancing. The platform allows users to conduct benefit checkups, link bank accounts, and create personalized financial plans, helping individuals build a comprehensive safety net for their financial stability and security. By leveraging data-driven insights, Catch enables users to take control of their financial needs and manage their wealth effectively in an evolving work landscape.
SigFig is a wealth management company that focuses on providing personalized investment advice to investors of all wealth levels. Founded in 2007 and headquartered in San Francisco, the company leverages a blend of design, data science, and technology to empower users with the information and guidance necessary for achieving their financial goals. Through partnerships with major financial institutions, SigFig enhances the investment management process by offering accessible and affordable guidance tailored to individual needs. Its enterprise technology is designed to be secure, scalable, and compliant, allowing partners to accelerate their time to market. Additionally, SigFig's innovation initiatives support product development and client engagement, further solidifying its commitment to improving the investment experience for both investors and financial advisors.
Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.