Silicon Valley Bank

MoneyLion, Inc. is a mobile banking and financial membership platform based in Sandy, Utah, established in 2013. The company provides a comprehensive digital financial solution that includes mobile banking, lending, and investment services. Utilizing analytics and machine learning, MoneyLion offers personalized financial advice and underwriting, enabling users to gain a complete understanding of their personal finances. Its all-in-one mobile banking membership features managed investment accounts, checking accounts, and cashback rewards, fostering good financial habits and encouraging better financial outcomes through a system of rewards and incentives. This approach allows MoneyLion to deliver convenient and low-cost access to financial services tailored to the needs of its customers.

Dub is a provider of a copy-trading platform that connects retail and professional investors. Its platform enables users to mirror and invest in fund-like portfolios, allowing them to replicate the strategies of experienced investors, hedge funds, and elected officials. By facilitating this innovative investment practice, Dub helps users access improved investment ideas and potentially enhance their returns. Additionally, experienced investors can monetize their expertise by attracting followers who seek to benefit from their investment decisions. The company operates through an affiliated broker-dealer, which is registered with the Securities and Exchange Commission and a member of FINRA, ensuring compliance and security in its operations.

To accelerate the transition to a more sustainable future, we provide fast, affordable, and fully-digital financing for EVs by working with mission-aligned financial institutions and business partners.

Founded in 2012, Forum Capital Group is a global private equity firm focused predominantly on investments for high net worth individuals.

Plum Fintech Limited, based in London and founded in 2016 by Victor Trokoudes and Alex Michael, develops the Plum app, an artificial intelligence-based money tracking application that integrates with messaging platforms. The app automates personal finance tasks, enabling users to save effortlessly, manage their spending, and invest easily. Plum offers a range of financial products designed to help customers grow their wealth over time, including pensions and tax-efficient investment options. With a user base of over 2 million people across Europe, Plum has expanded its services to 10 countries and operates with a team of more than 200 employees across its offices in London, Athens, and Nicosia.

Divido is a global white label consumer lending platform that enables financial institutions and multinational retailers to enhance their sales and customer experience by offering financing options at the point of purchase. Founded in 2014 and headquartered in London, Divido's omnichannel platform facilitates transactions online, in-store, and via mobile, allowing consumers to spread the cost of significant purchases through installments. The platform integrates seamlessly with multiple lenders, making it accessible across various countries with a single integration. With over 1,000 partners, including notable brands such as BMW and Lenovo, Divido aims to create new revenue streams for merchants and lenders by providing instant credit options to both consumers and corporate clients. The company has expanded its operations to nine countries, reflecting its growth and commitment to improving the retail finance landscape.

Boston Private Financial Holdings, Inc. is a bank holding company that operates through Boston Private Bank & Trust Company, providing a diverse range of banking and wealth management services primarily to high net worth individuals, families, and institutions. The company is structured into two main segments: Private Banking and Wealth Management & Trust. Its Private Banking services include various deposit products, personal loans such as residential mortgages and home equity loans, and commercial loans for businesses. In addition, the Wealth Management segment offers financial planning, tax planning, investment strategies, and trust services. Boston Private has a strong presence in key markets, operating offices in Boston, Miami, New York, Los Angeles, and San Francisco. Founded in 1987 and headquartered in Boston, Massachusetts, the company aims to deliver high-quality financial solutions tailored to the unique needs of its clients.

Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, Upgrade provides access to personal loans and the Upgrade Card, offering consumers affordable credit options. The Upgrade Card combines the benefits of traditional credit cards with the responsible lending characteristics of installment loans, available at numerous retail locations in the U.S. In addition to lending services, Upgrade offers free credit monitoring, alerts, and educational tools designed to help consumers understand and manage their finances effectively. By combining financial products with educational resources, Upgrade aims to promote responsible credit use among mainstream consumers.

Delphia Inc., based in Toronto, Canada, specializes in developing artificial intelligence-driven surveys that assist individuals in making informed decisions across various domains, including careers, education, finances, and health. Founded in 1993, the company emphasizes the importance of data in fostering capital formation and economic empowerment. Delphia creates products designed to incentivize the sharing of proprietary data, aiming to provide users with a competitive advantage in financial markets. By actively managing personal data, Delphia seeks to unlock innovative avenues for wealth creation for both individual and institutional investors.

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.

Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, Upgrade provides access to personal loans and the Upgrade Card, offering consumers affordable credit options. The Upgrade Card combines the benefits of traditional credit cards with the responsible lending characteristics of installment loans, available at numerous retail locations in the U.S. In addition to lending services, Upgrade offers free credit monitoring, alerts, and educational tools designed to help consumers understand and manage their finances effectively. By combining financial products with educational resources, Upgrade aims to promote responsible credit use among mainstream consumers.

Personal Capital Corporation is a digital wealth management company that offers financial advisory services and software designed to help individuals manage their finances effectively. Founded in 2009 and based in Redwood Shores, California, the company provides a suite of tools that allows users to monitor their income, spending, and investment performance in one place. With over 2.5 million customers, Personal Capital combines advanced software capabilities with personalized guidance from registered investment advisors, helping clients analyze cash flow, assess risks, and develop customized financial strategies. The company aims to transform financial management through technology, enabling individuals to gain a comprehensive understanding of their financial situations.

Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed with scale in mind, Agreement Express enables organizations of all sizes to provide an incredible customer experience, while collecting and processing infinite amounts of customer data. Agreement Express enables top merchant acquirers, wealth management firms, and insurance companies to open client accounts faster than their competition at less than half the cost, with an intuitive, digital experience. Global Fortune 500 companies are using the product every day to grow their businesses, such as Global Payments, Vantiv Integrated Payments, Holliswealth, NBCN, and HUB International.