KOHO
Venture Round in 2024
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
Carputty
Venture Round in 2024
Carputty is a consumer automotive startup that offers a flexible and transparent car loan service designed to simplify the financing process for customers. Founded in 2020 by Patrick Bayliss and Joshua Tatum, the company provides a real-time line of credit that can be utilized for refinancing, purchasing, or leasing vehicles. Carputty distinguishes itself with a proprietary predictive valuation tool that assists users in understanding the optimal times to buy or sell their vehicles, promoting the idea of viewing cars as valuable assets. By prioritizing customer empowerment and ease of use, Carputty aims to enhance the car financing experience.
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
Charlie
Debt Financing in 2023
Charlie is the new standard for 62+ banking* services. Charlie helps retirees make the most of their limited resources with features including faster access to their Social Security check, competitive earnings on deposits, no monthly fees or minimums, US-based customer service, and a simple, transparent digital experience designed for their needs. Charlie is transforming financial assistance for the 62+ community and providing peace of mind around their financial present and future. Charlie is not a bank, banking services provided by Sutton Bank; Member FDIC. To learn more, visit Charlie.com.
Carefull is a company dedicated to supporting adult children who manage their aging parents' finances. They offer digital services aimed at simplifying financial caregiving tasks and enhancing family financial decision-making.
Instant Financial
Venture Round in 2023
Instant Financial Inc. is a technology company based in Vancouver, Canada, with an additional location in Montreal, focused on providing fee-free earned wage access solutions for employees. Founded in 2015 and originally named PayHero, the company has developed a mobile application that allows workers to access their earned wages immediately after their shifts. This platform empowers employees to request pay, check their balances, and manage their finances effectively. Employers benefit from the system by streamlining payroll administration and reducing operational costs, while also enhancing employee retention and engagement. Instant Financial's solution bridges the gap between workdays and payday, contributing to financial wellness for millions of workers in the United States.
Carputty is a consumer automotive startup that offers a flexible and transparent car loan service designed to simplify the financing process for customers. Founded in 2020 by Patrick Bayliss and Joshua Tatum, the company provides a real-time line of credit that can be utilized for refinancing, purchasing, or leasing vehicles. Carputty distinguishes itself with a proprietary predictive valuation tool that assists users in understanding the optimal times to buy or sell their vehicles, promoting the idea of viewing cars as valuable assets. By prioritizing customer empowerment and ease of use, Carputty aims to enhance the car financing experience.
Greenwood
Series B in 2022
Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.
Realworld
Seed Round in 2022
Realworld operates a life management platform that consolidates finances, health, insurance, and other personal information into a single interface. The service offers a financial dashboard for tracking spending and net worth, secure smart document storage for important files, and automated calendar reminders for essential tasks. It leverages AI-driven insights to help users optimize routines, prioritize decisions, and improve personal organization. By integrating multiple aspects of daily life, Realworld aims to simplify adulthood and empower individuals to manage their information and financial decisions more efficiently.
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
SmartAsset
Series D in 2021
SmartAsset is an online platform providing consumer-focused financial information and tools. It connects consumers with financial advisors via SmartAdvisor, reaching approximately 75 million people monthly through educational content and personalized calculators. The company aims to empower users to make informed decisions about personal finance, including home buying, retirement planning, and taxes.
GreenLight
Series D in 2021
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
Greenwood
Series A in 2021
Greenwood is a fintech company offering a mobile banking platform designed for Black and Latinx individuals and business owners. It provides savings accounts, debit cards, peer-to-peer transfers, mobile deposits, community reinvestment initiatives, global ATM access, and early pay services.
KOHO Financial Inc. is a financial technology company founded in 2014 and headquartered in Toronto, Canada. The company offers a digital banking platform that provides low-cost banking services through a prepaid, reloadable Visa-backed debit card and a user-friendly mobile application. This platform enables customers to conduct day-to-day banking operations and includes features such as financial goal setting, cash flow projections, group spending management, and detailed spending insights. By equipping users with these tools, KOHO aims to simplify money management and enhance the overall banking experience for its customers.
TaxBit is a cryptocurrency tax and accounting software company that automates tax calculations and reporting for cryptocurrency transactions. Its platform allows users to link their exchanges and wallets to efficiently gather transaction data, which is then processed to generate tax forms automatically. In addition to tax automation, TaxBit offers real-time portfolio tracking and insights for tax optimization, enabling users to make informed, tax-efficient trading decisions throughout the year. The company serves both individual consumers and enterprises, providing a comprehensive solution for managing cryptocurrency tax compliance and accounting needs.
GreenLight
Series C in 2020
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
TaxBit is a cryptocurrency tax and accounting software company that automates tax calculations and reporting for cryptocurrency transactions. Its platform allows users to link their exchanges and wallets to efficiently gather transaction data, which is then processed to generate tax forms automatically. In addition to tax automation, TaxBit offers real-time portfolio tracking and insights for tax optimization, enabling users to make informed, tax-efficient trading decisions throughout the year. The company serves both individual consumers and enterprises, providing a comprehensive solution for managing cryptocurrency tax compliance and accounting needs.
GreenLight
Series B in 2019
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.
SmartPath
Series A in 2019
SmartPath, LLC is a financial wellness company based in Dunwoody, Georgia, founded in 2010 to provide accessible and reliable financial education and coaching to individuals and families. The company offers a range of programs, including webinars, live seminars, and recorded lessons, covering diverse topics such as financial strategy, budgeting, investing, and wealth building. SmartPath aims to empower clients with knowledge on crucial financial matters like homeownership, student loans, credit management, and retirement planning. By combining empathetic coaching with user-friendly digital tools, SmartPath addresses the financial challenges faced by many, particularly in the wake of economic disparities exacerbated by recent events. The company is dedicated to helping clients achieve financial well-being and navigate their financial journeys with confidence.
SmartAsset
Series C in 2018
SmartAsset is an online platform providing consumer-focused financial information and tools. It connects consumers with financial advisors via SmartAdvisor, reaching approximately 75 million people monthly through educational content and personalized calculators. The company aims to empower users to make informed decisions about personal finance, including home buying, retirement planning, and taxes.
Hurdlr develops software that tracks mileage, expenses, income streams, and tax deductions in real time, helping self-employed professionals manage finances and tax obligations. The platform automatically records business activity, generates insights and reports, and consolidates income streams in one place, enabling users to track expenses and deductions while monitoring taxes owed and when to pay. It can send tax filing and reporting information to a CPA. The company was founded in 2011 and is based in Bethesda, Maryland.
Instant Financial
Series A in 2018
Instant Financial Inc. is a technology company based in Vancouver, Canada, with an additional location in Montreal, focused on providing fee-free earned wage access solutions for employees. Founded in 2015 and originally named PayHero, the company has developed a mobile application that allows workers to access their earned wages immediately after their shifts. This platform empowers employees to request pay, check their balances, and manage their finances effectively. Employers benefit from the system by streamlining payroll administration and reducing operational costs, while also enhancing employee retention and engagement. Instant Financial's solution bridges the gap between workdays and payday, contributing to financial wellness for millions of workers in the United States.
Payrailz
Venture Round in 2017
Founded in 2016, Payrailz is a digital payments company that provides advanced bill payment and money transfer solutions for financial institutions like banks and credit unions. Its AI-driven platform offers services such as Smart Pay for electronic bill presentment and payment, Bill Pay for flexible billing management, and Person Pay for peer-to-peer transactions.
DoubleNet Pay
Seed Round in 2017
DoubleNet Pay, Inc. is a financial technology company founded in 2013 and based in Atlanta, Georgia. The company specializes in developing a financial wellness application designed to streamline emergency savings and cash flow management for employees. Their flagship product, DoubleNet, automates the tracking of employees' bill amounts and due dates, facilitating timely payments in alignment with paycheck cycles. By integrating with employer payroll systems, DoubleNet enables users to automatically allocate funds for saving while ensuring bills are paid on time. This approach aims to alleviate the financial stress many people face when unexpected expenses arise, ultimately fostering healthier financial habits and helping users maintain a clearer understanding of their disposable income at any given time. Since September 2018, DoubleNet Pay operates as a subsidiary of Purchasing Power, LLC.
LendKey Technologies
Series C in 2017
LendKey Technologies operates a cloud-based platform that enables refinancing of student loans through credit unions and community banks. It offers options for graduates to consolidate and refinance existing debt, private student loans for undergraduate and graduate students, and home improvement loans via its contractor network.
SmartAsset
Series B in 2016
SmartAsset is an online platform providing consumer-focused financial information and tools. It connects consumers with financial advisors via SmartAdvisor, reaching approximately 75 million people monthly through educational content and personalized calculators. The company aims to empower users to make informed decisions about personal finance, including home buying, retirement planning, and taxes.
LendKey Technologies
Series B in 2013
LendKey Technologies operates a cloud-based platform that enables refinancing of student loans through credit unions and community banks. It offers options for graduates to consolidate and refinance existing debt, private student loans for undergraduate and graduate students, and home improvement loans via its contractor network.
EWise
Venture Round in 2011
eWise is an international provider of personal financial management and account aggregation solutions, founded in 2000 and headquartered in Switzerland. The company specializes in developing financial service software that enables users to consolidate various financial accounts into a single interface while ensuring robust online security. eWise's Money Manager is utilized by innovative banks worldwide, including major institutions in Europe, Asia, America, and Australia. Their offerings include tools for online payment, account aggregation, security, authentication, and wealth management, catering to the needs of both consumers and financial institutions.
eWise is an international provider of personal financial management and account aggregation solutions, founded in 2000 and headquartered in Switzerland. The company specializes in developing financial service software that enables users to consolidate various financial accounts into a single interface while ensuring robust online security. eWise's Money Manager is utilized by innovative banks worldwide, including major institutions in Europe, Asia, America, and Australia. Their offerings include tools for online payment, account aggregation, security, authentication, and wealth management, catering to the needs of both consumers and financial institutions.
GreenLight
Venture Round in 2000
GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.