Portage Ventures is a venture capital firm based in Toronto, Canada, established in 2016 as the corporate venture capital arm of Sagard Holdings. The firm specializes in investing in early-stage, growth-stage, and later-stage companies within the financial technology sector. Portage Ventures is dedicated to identifying and supporting promising Canadian fintech companies that have the potential to achieve significant global impact. Through its strategic investments, the firm aims to foster innovation and development in 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.
Belong
Pre Seed Round in 2024
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.
Pearler
Seed Round in 2022
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.
Mirza
Venture Round in 2021
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
Series B in 2021
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.
Moneyworld
Seed Round in 2021
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.
Kikoff
Series B in 2021
Kikoff Inc. is a personal finance platform based in San Francisco, California, that aims to help individuals build and improve their credit scores at no cost. Founded in 2019, Kikoff offers a web and mobile application that allows users to access funds and establish a payment history by making monthly repayments. The platform is designed to maximize credit potential by providing tools that demonstrate creditworthiness, even for those without a bank account or existing credit score. Through its services, Kikoff enables users to monitor their credit scores and reports while offering a straightforward pathway to achieving their financial goals.
Borrowell
Series C in 2021
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
Series C in 2021
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.
Alpaca
Series A in 2020
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
Series B in 2020
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.
Alpaca
Series A in 2019
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
Series B in 2019
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.
magnifi
Pre Seed Round in 2019
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
Series A in 2018
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.
Albert
Seed Round in 2018
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.
Loot
Series A in 2017
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.
Stride Health
Series B in 2017
Stride Health, Inc. operates a health benefits platform tailored for independent workers and part-time employees in the United States. The company provides a range of affordable health coverage options, including dental plans, doctor visits, and prescription insurance. By simplifying the enrollment process, Stride Health enables users to quickly select their most cost-effective health plans while also offering assistance from personal advisors to help navigate any complexities. Founded in 2013 and based in San Francisco, California, Stride Health was previously known as Covered, Inc. The company's mission is to make health insurance more accessible and manageable for those who may not have traditional employment benefits.
Borrowell
Series A in 2017
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.
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