TTV Capital

Founded in 2000, TTV Capital is a venture capital firm based in Atlanta, Georgia. It specializes in early-stage investments in financial technology companies, focusing on sectors such as payments, banking, investing, and embedded finance.

Sean M. Banks

Partner

Krista Gammon

Business Director

Gardiner W. Garrard

Managing Partner

Mark A. Johnson

Partner

Neil Kapur

Partner

Past deals in Wealth Management

Turbine Finance

Series A in 2025
Turbine Finance provides liquidity solutions to venture funds, enabling Limited Partners (LPs) to access their investments on their own timeline, maintain exposure, and gain financial flexibility. The platform facilitates loans against existing investments, allowing LPs to manage liquidity while investing in new opportunities without impacting their ongoing portfolio.

Charlie

Series A 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.

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

Series A in 2023
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.

Streetbeat

Seed Round in 2022
Streetbeat is a technology company that offers an AI-powered investment platform for wealth managers and brokers. Its Wealth Copilot unifies portfolio management, real-time market analytics, and customer relationship management within a compliant, enterprise-perimeter system. The platform features an agentic AI architecture and a conversational user interface that delivers real-time insights, risk monitoring, and adaptive portfolio management, enabling wealth professionals to serve more clients and provide data-driven advice from real-time signals, macroeconomic analysis, and Robo Advisor capabilities. It integrates into existing dashboards or can function as a standalone terminal on desktop and mobile, ensuring secure integration into institutional workflows with emphasis on data security and compliance. The solution aims to increase client capacity, enhance advisory efficiency, and elevate investment outcomes by offering personalized strategies and up-to-date guidance, while enabling brokers to upsell AI tools and improve client service.

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.

Streetbeat

Pre Seed Round in 2021
Streetbeat is a technology company that offers an AI-powered investment platform for wealth managers and brokers. Its Wealth Copilot unifies portfolio management, real-time market analytics, and customer relationship management within a compliant, enterprise-perimeter system. The platform features an agentic AI architecture and a conversational user interface that delivers real-time insights, risk monitoring, and adaptive portfolio management, enabling wealth professionals to serve more clients and provide data-driven advice from real-time signals, macroeconomic analysis, and Robo Advisor capabilities. It integrates into existing dashboards or can function as a standalone terminal on desktop and mobile, ensuring secure integration into institutional workflows with emphasis on data security and compliance. The solution aims to increase client capacity, enhance advisory efficiency, and elevate investment outcomes by offering personalized strategies and up-to-date guidance, while enabling brokers to upsell AI tools and improve client service.

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.

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.

Blooom

Series B in 2017
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, founded in 2013. Specializing in managing individual participant accounts in employer-sponsored retirement plans such as 401(k)s and 403(b)s, it aims to provide accessible financial advice to a broad audience. The company employs financial technology to deliver investment analysis, portfolio adjustments, and risk management strategies, catering specifically to Americans who lack access to traditional financial advisors. Blooom operates as a Registered Investment Advisor, focusing on fiduciary best practices while maintaining low fees. Its mission is to assist individuals in optimizing their retirement savings and planning for their financial future in an efficient and user-friendly manner.

Interactive Advisory Software

Series B in 2011
Interactive Advisory Software is a SaaS provider specializing in comprehensive wealth management solutions for financial advisors and wealth managers. Their flagship product, Solution 360°, integrates portfolio management, financial planning, CRM, client portals, back-office services, rebalancing, and trading functionalities into a single web-based platform. This unified approach eliminates integration challenges, enabling advisors to optimize their practices, strengthen client relationships, and attract new clients more efficiently.

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

Series A in 2010
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.
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