Rogo is the secure, state-of-the-art Generative AI platform purpose-built for elite financial institutions. Trusted by thousands of investment bankers, asset managers, and private equity professionals, Rogo streamlines workflows, rapidly unlocks strategic insights, and saves valuable timeāall within the industry's most rigorous security standards. Empower your team to analyze, automate, and innovate with confidence
Nomad is a fintech company that offers financial services primarily aimed at non-residents in the United States. Its platform enables users to open current accounts, transfer money, and pay bills easily. Additionally, Nomad provides a virtual card for online shopping, allowing Brazilian residents to access these financial services without incurring fees. This innovative approach facilitates hassle-free banking and financial management for individuals who may otherwise face challenges in accessing traditional financial services.
Copper Financial Network
Series C in 2022
Copper is a technology company specializing in secure digital asset custody and portfolio management for institutional investors. Established in 2001, it offers a robust infrastructure that includes a secure wallet architecture, available as a standalone application, mobile app, and browser extension for smart contract signing. Copper's ClearLoop network enables off-exchange trading and settlement at tier-1 digital asset exchanges, further enhancing the security and efficiency of asset management. The company is headquartered in Lenexa, Kansas, and operates as a broker-dealer and registered investment advisor, with its assets managed by the executive team.
Jar is an investment tech startup based in Bangalore, Karnataka, co-founded in 2021 by Nishchay AG and Misbah Ashraf. The company offers a platform designed to help users save money by automatically investing spare change from online transactions into digital gold. This innovative approach encourages users to develop a habit of daily savings through investments in digital gold, which can be easily redeemed or withdrawn via UPI at any time. By simplifying the process of saving and investing, Jar aims to make financial growth accessible to a broader audience.
Jar is an investment tech startup based in Bangalore, Karnataka, co-founded in 2021 by Nishchay AG and Misbah Ashraf. The company offers a platform designed to help users save money by automatically investing spare change from online transactions into digital gold. This innovative approach encourages users to develop a habit of daily savings through investments in digital gold, which can be easily redeemed or withdrawn via UPI at any time. By simplifying the process of saving and investing, Jar aims to make financial growth accessible to a broader audience.
Stakeshop Pty Ltd, operating under the name Stake, is an investment platform that facilitates the buying and selling of listed shares and exchange-traded funds for international investors. The platform aims to provide a straightforward and cost-effective experience, eliminating the need for cumbersome paper forms. Stake also offers a self-managed super fund (SMSF) administration service, which includes comprehensive support for compliance and administration, allowing investors to access the United States market efficiently. As an authorized representative of Sanlam Private Wealth, Stake focuses on enhancing the investing experience, although it does not account for individual investor objectives or financial circumstances.
Jar is an investment tech startup based in Bangalore, Karnataka, co-founded in 2021 by Nishchay AG and Misbah Ashraf. The company offers a platform designed to help users save money by automatically investing spare change from online transactions into digital gold. This innovative approach encourages users to develop a habit of daily savings through investments in digital gold, which can be easily redeemed or withdrawn via UPI at any time. By simplifying the process of saving and investing, Jar aims to make financial growth accessible to a broader audience.
Thndr is a financial services company established in 2020 by Seif Amr in Cairo, Egypt. It operates an app-based investment platform designed to facilitate commission-free trading for investors. The platform offers a range of features, including no account minimums, real-time market data, and easy account setup and funding processes. Users can also access the latest financial news and educational tools, empowering them to make informed investment decisions. Thndr aims to simplify the investing process and enhance financial literacy among its users.
INDmoney is a financial technology company that operates a mobile app designed for personal finance management and investment planning. The platform enables consumers to efficiently invest, save, and plan for their financial future. It offers a range of features, including artificial intelligence and machine learning-based investment strategies, tax analytics, and the management of future cash flows and liabilities. Users can manage their personal finances, invest in various markets such as Indian stocks, mutual funds, US stocks, and fixed deposits, while also accessing tax savings strategies. Additionally, INDmoney's app includes a digital banking feature, the Super Saver account, and allows customers to add family members to manage loans and investment accounts effectively. Through its comprehensive services, INDmoney aims to provide tailored recommendations that help users maximize their investment portfolios.
Upstox is a fintech company that facilitates innovative investment options for its users. It provides securities brokerage and stock trading services, empowering retail investors to participate in equity markets via its platform. The company aims to disrupt traditional brokerage practices by significantly reducing associated costs through efficient use of technology. Upstox offers a high-tech online trading platform with best-in-class services, from account opening to trade execution, along with advanced tools for informed investment decisions. Its 'zero brokerage' model is achieved by minimizing operational costs and passing on the benefits to customers. The company's goal is to become a leading low-cost brokerage provider.
Mensa Brands
Series B in 2021
Mensa Brands is a brand-building company that focuses on identifying and investing in established digital-first brands within the lifestyle, home, and beauty sectors. The company provides working capital and equity investments to direct-to-consumer startups, aiming to enhance their online presence and drive growth. By leveraging its expertise in areas such as product development, merchandising, technology, and supply chain management, Mensa Brands supports founders in achieving successful financial exits while transforming their businesses through effective partnerships.
Groww is a Bengaluru-based investment platform founded in 2017 by Lalit Keshre, Harsh Jain, Neeraj Singh, and Ishan Bansal. It offers users direct access to invest in mutual funds, gold, and US stocks via its simplified, paperless interface. The platform leverages data science to provide insights and facilitate systematic investment planning, making it accessible for new investors. Additionally, Groww allows users to apply for personal loans and pay bills through their application.
Brex
Venture Round in 2021
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
FinServ Acquisition is a blank check company established in 2019 and based in New York. The firm does not have significant operations of its own; instead, it aims to pursue a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or a similar business combination with one or more businesses. While the company has the flexibility to target various industries, it intends to primarily focus on opportunities within the financial services sector and technology services that support this industry.
Stakeshop Pty Ltd, operating under the name Stake, is an investment platform that facilitates the buying and selling of listed shares and exchange-traded funds for international investors. The platform aims to provide a straightforward and cost-effective experience, eliminating the need for cumbersome paper forms. Stake also offers a self-managed super fund (SMSF) administration service, which includes comprehensive support for compliance and administration, allowing investors to access the United States market efficiently. As an authorized representative of Sanlam Private Wealth, Stake focuses on enhancing the investing experience, although it does not account for individual investor objectives or financial circumstances.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Groww is a Bengaluru-based investment platform founded in 2017 by Lalit Keshre, Harsh Jain, Neeraj Singh, and Ishan Bansal. It offers users direct access to invest in mutual funds, gold, and US stocks via its simplified, paperless interface. The platform leverages data science to provide insights and facilitate systematic investment planning, making it accessible for new investors. Additionally, Groww allows users to apply for personal loans and pay bills through their application.
Public Holdings, Inc. is a financial technology company that offers a social investing platform, allowing users to engage in fractional trading of stocks and exchange-traded funds (ETFs). Founded in 2018 and headquartered in New York, the platform enables individuals to invest with any amount of money while fostering a community where users can connect with friends, follow trading professionals, and share investment strategies. Public provides commission-free brokerage services, making the stock market accessible to a wider audience. The company's emphasis on social interaction and community learning distinguishes it from traditional trading platforms, as users can explore interest-based themes and gain insights from experts and peers. Public Holdings, Inc. also maintains a presence in Copenhagen, Denmark.
INDmoney is a financial technology company that operates a mobile app designed for personal finance management and investment planning. The platform enables consumers to efficiently invest, save, and plan for their financial future. It offers a range of features, including artificial intelligence and machine learning-based investment strategies, tax analytics, and the management of future cash flows and liabilities. Users can manage their personal finances, invest in various markets such as Indian stocks, mutual funds, US stocks, and fixed deposits, while also accessing tax savings strategies. Additionally, INDmoney's app includes a digital banking feature, the Super Saver account, and allows customers to add family members to manage loans and investment accounts effectively. Through its comprehensive services, INDmoney aims to provide tailored recommendations that help users maximize their investment portfolios.
Upstox
Venture Round in 2019
Upstox is a fintech company that facilitates innovative investment options for its users. It provides securities brokerage and stock trading services, empowering retail investors to participate in equity markets via its platform. The company aims to disrupt traditional brokerage practices by significantly reducing associated costs through efficient use of technology. Upstox offers a high-tech online trading platform with best-in-class services, from account opening to trade execution, along with advanced tools for informed investment decisions. Its 'zero brokerage' model is achieved by minimizing operational costs and passing on the benefits to customers. The company's goal is to become a leading low-cost brokerage provider.
INDmoney
Venture Round in 2019
INDmoney is a financial technology company that operates a mobile app designed for personal finance management and investment planning. The platform enables consumers to efficiently invest, save, and plan for their financial future. It offers a range of features, including artificial intelligence and machine learning-based investment strategies, tax analytics, and the management of future cash flows and liabilities. Users can manage their personal finances, invest in various markets such as Indian stocks, mutual funds, US stocks, and fixed deposits, while also accessing tax savings strategies. Additionally, INDmoney's app includes a digital banking feature, the Super Saver account, and allows customers to add family members to manage loans and investment accounts effectively. Through its comprehensive services, INDmoney aims to provide tailored recommendations that help users maximize their investment portfolios.
Wealthfront
Series E in 2018
Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, specializing in automated wealth management services. The company focuses on helping individuals, particularly young professionals and families, build long-term wealth through a combination of diversified investing, high-yield savings, and low-cost loans. Wealthfront's mobile application functions as a robo-advisor, providing users with access to investment strategies and comprehensive financial planning services. The firm leverages in-house research to guide its investments in public equity, fixed income funds, mutual funds, and exchange-traded funds. With over 500,000 clients in the United States, Wealthfront manages more than $30 billion in assets and has received numerous accolades for its innovative financial products and services.