Portage

Alpaca is a developer-focused financial technology platform that provides an embedded brokerage infrastructure for accessing financial markets through modern application programming interfaces (APIs). The platform enables users to trade stocks and cryptocurrencies, offering real-time market data and tools for algorithmic trading. With its developer-friendly approach, Alpaca supports a wide range of applications and businesses worldwide, attracting tens of thousands of developers who utilize its services to create and enhance investing applications. The company has raised over $100 million in funding from prominent investors, reflecting its strong position in the financial technology landscape.

Bloomo Securities is a software company that specializes in the development of smart and fun investment apps.

Midas is Turkey’s largest retail investing app, offering Turkish and U.S. equities at low commissions. We provide the most seamless user experience for investing in equities.

Belong, a revolutionary wealth-building platform. Belong strives to make wealth-building opportunities available to a broader market, with a concentration on professionally employed millennials.

Agio Ratings Ltd specializes in providing services that enable firms involved in trading and investing in digital assets to safeguard their capital, underwrite credit, and ensure long-term success. The company focuses on the financial services sector, catering to the needs of businesses navigating the complexities of digital asset management. With a team of experts, Agio Ratings Ltd offers insights and solutions designed to enhance the security and profitability of digital asset investments. The company operates with a commitment to delivering valuable services to its clients, leveraging technology and industry knowledge to address the unique challenges of the digital asset market.

ZILO is a technology company dedicated to transforming the global asset management sector through innovative software solutions. The company aims to revolutionize fund administration by replacing outdated systems with modern, efficient technology designed to streamline operations. ZILO's platform facilitates digital processing of transactions in compliance with regulatory standards, supports various operational tasks, and generates detailed audit reports. By unifying transfer agency, fund platforms, and fund accounting into a single solution, ZILO helps clients reduce operational costs and enhance user experience. Founded by experienced professionals with a history of innovation in the financial technology sector, ZILO is committed to creating sustainable value for firms and their customers while striving to become a market leader in global asset management.

KOHO Financial is a Toronto-based company founded in 2014 that offers an application-based banking platform designed to simplify financial management for users. The platform facilitates day-to-day banking operations while providing a range of tools, including goal setting, cash flow projections, group spending features, and detailed spending insights. These resources enable users to effectively manage their expenses and banking activities from their mobile devices, enhancing their overall financial management experience.

Lopay is a fintech company that focuses on developing payment tools designed to empower small businesses globally. The platform offers various payment applications, allowing businesses to accept payments through their mobile devices, payment stickers, or card readers. This functionality enables independent and small businesses to conduct cashless transactions more efficiently and at a lower cost. Additionally, Lopay provides its users with instant access to their earned funds, enhancing overall financial control and flexibility for these enterprises.

ThetaRay Ltd. specializes in big data analytics solutions that leverage artificial intelligence and machine learning to combat financial crime. The company offers a range of software solutions focused on anti-money laundering and fraud detection, including tools for transaction monitoring, digital banking, and ATM threat detection. Its AI-driven platform automatically scans for illicit activities, helping financial institutions and other sectors identify anomalies, manage risks, and improve operational efficiency. Additionally, ThetaRay provides cybersecurity solutions and predictive analytics to enhance protection against emerging threats. Founded in 2012 and headquartered in Hod HaSharon, Israel, the company has expanded its presence with offices in New York, London, Mexico City, and Singapore, serving a diverse clientele that includes financial institutions, industrial manufacturers, and critical infrastructure providers.

Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.

Liquidly is a financial technology company focused on enhancing liquidity for illiquid assets. By operating a marketplace tailored for private markets, Liquidly provides a robust technological infrastructure that facilitates the buying and selling of these assets. This platform aims to streamline the process for investors, offering them greater access to opportunities that were previously difficult to navigate due to the inherent lack of liquidity in certain markets. Through its innovative solutions, Liquidly seeks to bridge the gap between investors and illiquid asset opportunities.

Kontempo is a prominent B2B payments platform tailored for the industrial sector in Mexico. It offers software solutions for wholesalers, manufacturers, and distributors, enabling them to provide flexible payment options such as credit and installment plans to their customers. By utilizing advanced APIs and AI-driven risk models, Kontempo allows businesses to process more credit for a wider range of clients while minimizing financial risk and the need for additional capital. The platform also facilitates alternative payment methods, including buy now, pay later and interest-free installments, helping suppliers enhance sales and improve cash flow for their small business customers.

Pearler is an investment platform based in Sydney, Australia, founded in 2018. It aims to simplify the investing process for individuals seeking financial independence by providing a user-friendly app. The platform allows users to invest in international stocks and exchange-traded fund portfolios with low brokerage fees. Pearler offers features such as auto-investing, strategy comparison, and progress tracking towards financial goals, making it a comprehensive resource for personal finance and long-term investing. By fostering a supportive community, Pearler seeks to empower ordinary individuals to become successful long-term investors.

getquin is a comprehensive platform designed to assist individuals in tracking their net worth and managing their investment portfolios. It allows users to monitor and analyze a variety of assets in one centralized location, facilitating informed investment decisions. The platform also fosters interaction among a community of investors, enabling users to share insights and strategies. By providing tools for continuous oversight of investments, getquin aims to enhance the investment experience and promote better financial outcomes for its users.

TheGuarantors is a FinTech company that provides risk and financial solutions tailored for the real estate sector. Its platform offers an innovative rental coverage service that allows tenants to replace traditional security deposits with a small annual fee, thereby making renting more affordable and accessible. This solution not only helps tenants free up capital but also offers landlords the protection they require during the leasing process. By leveraging data and industry expertise in real estate and finance, TheGuarantors enhances the efficiency of leasing transactions, benefiting landlords, brokers, and renters alike. The company has received recognition for its growth and impact within the industry, appearing on notable lists such as The Inc. 5000 and Forbes' Best Startup Employers.

Tallied is a fintech infrastructure company that specializes in providing a comprehensive cloud-native, API-driven platform for credit card program management. It offers a complete solution for building, launching, and scaling both consumer and corporate credit card programs. The platform includes features such as application processing, credit underwriting, issuance processing, and digital programmable rewards, facilitating efficient cardholder servicing. By delivering an integrated infrastructure, Tallied enables fintechs, banks, vertical SaaS companies, marketplaces, and other financial institutions to securely launch and manage credit card programs effectively.

Haruko is a financial technology company that offers a comprehensive platform for institutional investors seeking to navigate the digital assets landscape. Founded by experienced traders and engineers, Haruko aims to bridge the gap between traditional finance and the rapidly evolving blockchain environment. The platform provides centralized and decentralized finance portfolio management, capturing detailed risk metrics and real-time pricing analytics that integrate seamlessly with client systems. This enables investors to manage digital asset investments alongside traditional asset classes. Haruko's services include historical portfolio valuations, in-depth insights at the protocol level, activity monitoring, and automation of blockchain transactions, ensuring that institutions can trade digital assets with the visibility, security, and compliance they require.

LoanStreet Inc. operates an integrated online platform that simplifies the sharing, managing, and originating of loans for credit unions, banks, and direct lenders. Founded in 2013 and based in New York, the company provides a marketplace that facilitates the efficient syndication of loans of any size. LoanStreet automates and standardizes the entire loan process, allowing lenders and investors to buy, sell, and manage loans directly through its platform. The service includes features such as real-time reporting, standardized agreements, and enhanced balance sheet management, which help users optimize capital and reduce administrative costs. By offering deep insights into loan distribution and performance, LoanStreet enables financial institutions to grow and diversify their portfolios effectively.

KOHO Financial is a Toronto-based company founded in 2014 that offers an application-based banking platform designed to simplify financial management for users. The platform facilitates day-to-day banking operations while providing a range of tools, including goal setting, cash flow projections, group spending features, and detailed spending insights. These resources enable users to effectively manage their expenses and banking activities from their mobile devices, enhancing their overall financial management experience.

Tuum is a cloud-native banking platform that is spearheading the next generation of digital innovation in the financial services industry. Built around a microservices architecture, the platform consists of flexible and independent modules covering all retail and business banking capabilities. The platform is API-based for quick and easy integration and can run on all major cloud providers, as well as on private clouds. Founded by a team of banking and technology experts in 2019, Tuum combines technological excellence with in-depth banking knowledge and packages it into a sophisticated, cutting-edge platform. Tuum currently employs over 60 people with offices in Tallinn, Berlin and Malaga.

Mirza operates a FinTech platform focused on providing tax-efficient employer stipends to caregivers. The platform's tools facilitate family financial planning and childcare funding, supporting corporate policies related to parental leave, fertility options, and modern parenting advice. By integrating these services, Mirza aims to help working professionals achieve their financial goals while balancing their caregiving responsibilities.

Alpaca is a developer-focused financial technology platform that provides an embedded brokerage infrastructure for accessing financial markets through modern application programming interfaces (APIs). The platform enables users to trade stocks and cryptocurrencies, offering real-time market data and tools for algorithmic trading. With its developer-friendly approach, Alpaca supports a wide range of applications and businesses worldwide, attracting tens of thousands of developers who utilize its services to create and enhance investing applications. The company has raised over $100 million in funding from prominent investors, reflecting its strong position in the financial technology landscape.

Banks don’t help us save. Moneyworld does. Moneyworld is a mix between a video game and a digital bank — and brings fun, prizes, and a sense of community to the usually lonely act of saving towards a goal. Have you ever wanted to replace your bank manager with a cute talking cat named Joony? Now is your chance! Earn a return on your savings just by exploring the sights and sounds of Moneyworld, and interacting with its inhabitants. Saving can now be fun and games.

Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.

Hellas Direct is a Cyprus-based digital-first insurance company that leverages advanced technology and artificial intelligence to offer competitive pricing on car, motorcycle, and home insurance. The company operates as a full-stack insurer, utilizing algorithms and analytics to streamline the insurance process and compare various offers, thereby simplifying the experience for clients. Backed by prominent investors such as Portag3 and the International Finance Corporation, Hellas Direct seeks to transform the traditional insurance value chain by emphasizing operational excellence and customer-centric solutions.

Synctera Inc. provides digital banking solutions that connect traditional banking operations with innovative financial technology. Incorporated in 2020 and based in San Carlos, California, the company offers a platform that facilitates the launch of FinTech and embedded banking products for businesses of all sizes. Synctera's technology infrastructure includes robust APIs, which enable companies to efficiently introduce and expand services such as debit cards, bank accounts, charge cards, lines of credit, and money movement. Additionally, the platform supports regional and community banks in navigating regulatory compliance and managing partnerships with FinTech firms. Synctera's comprehensive offerings include PII encryption, secure login, authentication, endpoint protection, and penetration testing, ensuring that businesses can implement banking services effectively and securely.

Hapi is a stock trading app tailored for consumers in Latin America, offering a platform that aims to democratize access to the stock market. It allows users to register quickly, transfer funds for investment, and trade stocks and exchange-traded funds (ETFs) in real-time without incurring any commissions or minimum investment requirements. In addition to traditional stock trading, Hapi has expanded its services to include the ability to buy, hold, and sell cryptocurrencies. With a focus on simplicity and ease of use, Hapi seeks to empower individuals to manage their investments and track their returns effectively.

Borrowell Inc., founded in 2014 and based in Toronto, Canada, is a financial technology company that specializes in providing credit education and personal financial services. The company offers free credit scores, credit monitoring, and personalized financial product recommendations through its online marketplace-lending platform. Borrowell helps Canadians access various financial products, including personal loans, credit cards, and mortgages, while also providing tools for debt management and financial improvement. By integrating innovative digital solutions such as personalized credit coaching and AI-driven recommendations, Borrowell aims to enhance the financial well-being of its customers and promote responsible borrowing practices.

Albert Corporation is a financial technology company established in 2015 and based in Culver City, California. The company offers a mobile application that provides financial advisory services designed to make money management accessible and affordable. Users can directly communicate with financial experts to address various financial issues, build personalized financial plans, and utilize automated investing services. The platform features tools for automatic savings, financial health monitoring, budgeting, and detailed spending reports. Additionally, it offers Albert Instant, which provides advances against paychecks to help customers avoid overdrafts. Albert aggregates financial data from users' bank accounts, credit cards, loans, and investments to analyze income and expenses, enabling personalized recommendations for savings accounts and loan applications. The company is supported by several investors, including General Atlantic and QED.

Clark is a Berlin-based insurance platform founded in June 2015 by Dr. Christopher Oster and Steffen Glomb. The company aims to simplify and enhance transparency in insurance coverage by leveraging technology and industry expertise. Through its digital platform, accessible via iOS and Android applications or a website, Clark assesses users' insurance statuses and provides tailored advice. It analyzes customers' insurance situations and identifies optimization opportunities by comparing tariffs from various insurance providers. This approach enables users to manage their insurance needs more effectively, ensuring they receive comprehensive coverage at competitive prices while promoting a customer-centric experience. Clark is supported by the FinTech incubator FinLeap and the Institute for Transparency.

getquin is a comprehensive platform designed to assist individuals in tracking their net worth and managing their investment portfolios. It allows users to monitor and analyze a variety of assets in one centralized location, facilitating informed investment decisions. The platform also fosters interaction among a community of investors, enabling users to share insights and strategies. By providing tools for continuous oversight of investments, getquin aims to enhance the investment experience and promote better financial outcomes for its users.

Alpaca is a developer-focused financial technology platform that provides an embedded brokerage infrastructure for accessing financial markets through modern application programming interfaces (APIs). The platform enables users to trade stocks and cryptocurrencies, offering real-time market data and tools for algorithmic trading. With its developer-friendly approach, Alpaca supports a wide range of applications and businesses worldwide, attracting tens of thousands of developers who utilize its services to create and enhance investing applications. The company has raised over $100 million in funding from prominent investors, reflecting its strong position in the financial technology landscape.

Albert Corporation is a financial technology company established in 2015 and based in Culver City, California. The company offers a mobile application that provides financial advisory services designed to make money management accessible and affordable. Users can directly communicate with financial experts to address various financial issues, build personalized financial plans, and utilize automated investing services. The platform features tools for automatic savings, financial health monitoring, budgeting, and detailed spending reports. Additionally, it offers Albert Instant, which provides advances against paychecks to help customers avoid overdrafts. Albert aggregates financial data from users' bank accounts, credit cards, loans, and investments to analyze income and expenses, enabling personalized recommendations for savings accounts and loan applications. The company is supported by several investors, including General Atlantic and QED.

Conquest Planning is a FinTech company that is developing an innovative solution for the financial services industry.

Alpaca is a developer-focused financial technology platform that provides an embedded brokerage infrastructure for accessing financial markets through modern application programming interfaces (APIs). The platform enables users to trade stocks and cryptocurrencies, offering real-time market data and tools for algorithmic trading. With its developer-friendly approach, Alpaca supports a wide range of applications and businesses worldwide, attracting tens of thousands of developers who utilize its services to create and enhance investing applications. The company has raised over $100 million in funding from prominent investors, reflecting its strong position in the financial technology landscape.

Borrowell Inc., founded in 2014 and based in Toronto, Canada, is a financial technology company that specializes in providing credit education and personal financial services. The company offers free credit scores, credit monitoring, and personalized financial product recommendations through its online marketplace-lending platform. Borrowell helps Canadians access various financial products, including personal loans, credit cards, and mortgages, while also providing tools for debt management and financial improvement. By integrating innovative digital solutions such as personalized credit coaching and AI-driven recommendations, Borrowell aims to enhance the financial well-being of its customers and promote responsible borrowing practices.

KOHO Financial is a Toronto-based company founded in 2014 that offers an application-based banking platform designed to simplify financial management for users. The platform facilitates day-to-day banking operations while providing a range of tools, including goal setting, cash flow projections, group spending features, and detailed spending insights. These resources enable users to effectively manage their expenses and banking activities from their mobile devices, enhancing their overall financial management experience.

Hellas Direct is a Cyprus-based digital-first insurance company that leverages advanced technology and artificial intelligence to offer competitive pricing on car, motorcycle, and home insurance. The company operates as a full-stack insurer, utilizing algorithms and analytics to streamline the insurance process and compare various offers, thereby simplifying the experience for clients. Backed by prominent investors such as Portag3 and the International Finance Corporation, Hellas Direct seeks to transform the traditional insurance value chain by emphasizing operational excellence and customer-centric solutions.

Magnifi is an online investing platform that provides AI-driven assistance and investment search engine services to help both new and experienced investors navigate the complexities of investing. The platform offers a marketplace with over 15,000 investment options, including stocks, mutual funds, and ETFs, enabling users to identify and purchase investments that align with their individual goals. Magnifi's AI assistant aims to alleviate the apprehension associated with investing, facilitating informed decision-making and streamlining the processes of finding, buying, and managing investments. Additionally, users can compare and analyze different investment options side-by-side and link multiple brokerage accounts to manage their entire investment portfolio in one place.

Albert Corporation is a financial technology company established in 2015 and based in Culver City, California. The company offers a mobile application that provides financial advisory services designed to make money management accessible and affordable. Users can directly communicate with financial experts to address various financial issues, build personalized financial plans, and utilize automated investing services. The platform features tools for automatic savings, financial health monitoring, budgeting, and detailed spending reports. Additionally, it offers Albert Instant, which provides advances against paychecks to help customers avoid overdrafts. Albert aggregates financial data from users' bank accounts, credit cards, loans, and investments to analyze income and expenses, enabling personalized recommendations for savings accounts and loan applications. The company is supported by several investors, including General Atlantic and QED.

d1g1t Inc. is a Toronto-based company that specializes in developing a digital wealth management platform aimed at professional advisers and their individual investors. The platform utilizes advanced analytics and risk management tools to deliver transparent portfolio management services. Key features include client management, business growth monitoring, historical performance analysis, future risk assessment, onboarding solutions, and portfolio tracking. By offering these comprehensive tools, d1g1t enhances the adviser-client relationship through personalized interaction and supports advisers in effectively managing their business growth and investment strategies.

Built for entrepreneurs, by entrepreneurs As entrepreneurs our businesses are always in motion: starting from an idea, to making a first sale, to expanding globally. We need a financial experience that evolves with us – an experience that’s still stable and secure, but adaptive too. Banks were built for a different era of business, not for the new economy – where borders are disappearing and it’s easier than ever to start a global business. Neat believes in making international business a reality for entrepreneurs around the world. Today, Neat is a modern alternative to a bank, designed to support you wherever you go. Tomorrow, we’re a platform for doing business: building a dynamic and frictionless economy.

Built for entrepreneurs, by entrepreneurs As entrepreneurs our businesses are always in motion: starting from an idea, to making a first sale, to expanding globally. We need a financial experience that evolves with us – an experience that’s still stable and secure, but adaptive too. Banks were built for a different era of business, not for the new economy – where borders are disappearing and it’s easier than ever to start a global business. Neat believes in making international business a reality for entrepreneurs around the world. Today, Neat is a modern alternative to a bank, designed to support you wherever you go. Tomorrow, we’re a platform for doing business: building a dynamic and frictionless economy.

Albert Corporation is a financial technology company established in 2015 and based in Culver City, California. The company offers a mobile application that provides financial advisory services designed to make money management accessible and affordable. Users can directly communicate with financial experts to address various financial issues, build personalized financial plans, and utilize automated investing services. The platform features tools for automatic savings, financial health monitoring, budgeting, and detailed spending reports. Additionally, it offers Albert Instant, which provides advances against paychecks to help customers avoid overdrafts. Albert aggregates financial data from users' bank accounts, credit cards, loans, and investments to analyze income and expenses, enabling personalized recommendations for savings accounts and loan applications. The company is supported by several investors, including General Atlantic and QED.

Clark is a Berlin-based insurance platform founded in June 2015 by Dr. Christopher Oster and Steffen Glomb. The company aims to simplify and enhance transparency in insurance coverage by leveraging technology and industry expertise. Through its digital platform, accessible via iOS and Android applications or a website, Clark assesses users' insurance statuses and provides tailored advice. It analyzes customers' insurance situations and identifies optimization opportunities by comparing tariffs from various insurance providers. This approach enables users to manage their insurance needs more effectively, ensuring they receive comprehensive coverage at competitive prices while promoting a customer-centric experience. Clark is supported by the FinTech incubator FinLeap and the Institute for Transparency.

Hellas Direct is a Cyprus-based digital-first insurance company that leverages advanced technology and artificial intelligence to offer competitive pricing on car, motorcycle, and home insurance. The company operates as a full-stack insurer, utilizing algorithms and analytics to streamline the insurance process and compare various offers, thereby simplifying the experience for clients. Backed by prominent investors such as Portag3 and the International Finance Corporation, Hellas Direct seeks to transform the traditional insurance value chain by emphasizing operational excellence and customer-centric solutions.

Loot Financial Services Ltd., based in London, provides current account services and contactless Mastercard offerings. Established in 2014, Loot combines a prepaid debit card with a budgeting application that allows users to manage their finances effectively. The app offers features such as weekly budgeting data, real-time spending information, and the ability to pause or unpause the card. By automating expense tracking, Loot simplifies financial management for its users. The company is also exploring business-to-business solutions aimed at customer acquisition and loyalty enhancement, while seeking strategic investors for a global launch.

KOHO Financial is a Toronto-based company founded in 2014 that offers an application-based banking platform designed to simplify financial management for users. The platform facilitates day-to-day banking operations while providing a range of tools, including goal setting, cash flow projections, group spending features, and detailed spending insights. These resources enable users to effectively manage their expenses and banking activities from their mobile devices, enhancing their overall financial management experience.

Borrowell Inc., founded in 2014 and based in Toronto, Canada, is a financial technology company that specializes in providing credit education and personal financial services. The company offers free credit scores, credit monitoring, and personalized financial product recommendations through its online marketplace-lending platform. Borrowell helps Canadians access various financial products, including personal loans, credit cards, and mortgages, while also providing tools for debt management and financial improvement. By integrating innovative digital solutions such as personalized credit coaching and AI-driven recommendations, Borrowell aims to enhance the financial well-being of its customers and promote responsible borrowing practices.

Clark is a Berlin-based insurance platform founded in June 2015 by Dr. Christopher Oster and Steffen Glomb. The company aims to simplify and enhance transparency in insurance coverage by leveraging technology and industry expertise. Through its digital platform, accessible via iOS and Android applications or a website, Clark assesses users' insurance statuses and provides tailored advice. It analyzes customers' insurance situations and identifies optimization opportunities by comparing tariffs from various insurance providers. This approach enables users to manage their insurance needs more effectively, ensuring they receive comprehensive coverage at competitive prices while promoting a customer-centric experience. Clark is supported by the FinTech incubator FinLeap and the Institute for Transparency.

Wave makes running a small business better by providing free accounting, invoicing, affordable credit card processing (payments) and payroll. Over 3 million small business owners, in more than 200 countries around the world, rely on WaveApps to run their business. Wave was founded in 2009 and is headquartered in Toronto, Canada.

Street Context is an email intelligence software designed specifically for the fast-paced environment of global capital markets. It addresses the limitations of traditional CRMs and email marketing tools by providing timely and streamlined data, enabling buy- and sell-side teams to prioritize high-value conversations in a crowded inbox. The platform utilizes smart data technology and machine learning to effectively match clients with relevant content, enhancing engagement and overall client experience. With a focus on real-time analytics and rigorous cybersecurity, Street Context helps firms optimize their outreach efforts, ensuring that they can act quickly in a competitive landscape. Currently, 150 capital markets firms across 21 countries utilize this innovative solution to maximize productivity and maintain a steady flow of critical information in their communications.

Wealthsimple Financial Inc. provides digital investment advisory services across Canada and operates additional offices in Brooklyn, New York, and London, United Kingdom. Founded in 2014 and headquartered in Toronto, the company offers a range of financial tools designed to help individuals grow and manage their wealth. Wealthsimple builds diversified portfolios of exchange-traded funds (ETFs) on behalf of its clients, enabling them to achieve their financial goals without the high fees and account minimums typical of traditional investment management. Additionally, Wealthsimple features on-demand financial planning solutions and a hybrid savings and spending product known as Wealthsimple Cash. The company focuses on making financial advice accessible and affordable, supported by a team of experienced financial professionals. As of September 2020, Wealthsimple operates as a subsidiary of Purpose Advisor Solutions Inc.