Vestigo Ventures

Talli Digital Payments is a fintech company that offers payment-related and financial services.

Roots Automation, Inc. specializes in developing digital coworkers that automate common business tasks primarily for the insurance, healthcare, and financial sectors. Founded in 2018 and based in New York, the company offers a cognitive process automation platform that leverages robotic process automation and artificial intelligence. Its Agentic AI platform is designed to enhance operational efficiency with quick implementation and high accuracy, allowing organizations to streamline complex workflows and focus on customer service. Roots Automation's solutions include cloud-based digital coworkers and the advanced InsurGPT model, which is tailored for the insurance market and improves data extraction and inferencing while reducing errors. The company serves notable clients, including major property and casualty carriers and top brokers, helping them reduce operating costs and enhance operational capabilities.

Hatz AI helps MSPs build an AI-as-a-service business with AI applications and agents.

Cork offers cyber guarantees to MSPs that service small businesses and the independent software vendor (ISV) solutions that they manage.

Clerkie is an AI-driven financial planning platform designed to assist Americans in managing their debt and enhancing their financial literacy. The company utilizes a proprietary financial automation system that incorporates conversational AI to create detailed financial knowledge graphs. This technology allows users to easily understand their financial situations and take actionable steps toward debt management. By combining expert financial advice with automated solutions, Clerkie aims to simplify the process of addressing debt burdens, making it more accessible for individuals to implement effective financial strategies.

SaaSWorks is driving revenue performance for every Subscription and SaaS business. We are on a mission to democratize the data-driven insights and expertise required to build and manage these high-growth, high-value businesses. To date, these capabilities have been exclusive to the unicorns and deca-corns of the subscription and SaaS industry.

Retirable, Inc. is a financial services company founded in 2019 and headquartered in New York. Specializing in personalized retirement planning, the company offers tailored advice and investment strategies to assist adults in or nearing retirement. Retirable's platform is designed to prepare clients for their post-work future, providing actionable guidance to ensure financial stability and peace of mind as they transition into retirement. By focusing on the unique needs of individuals approaching retirement age, Retirable aims to help clients lead a stress-free life after their professional careers.

Roots Automation, Inc. specializes in developing digital coworkers that automate common business tasks primarily for the insurance, healthcare, and financial sectors. Founded in 2018 and based in New York, the company offers a cognitive process automation platform that leverages robotic process automation and artificial intelligence. Its Agentic AI platform is designed to enhance operational efficiency with quick implementation and high accuracy, allowing organizations to streamline complex workflows and focus on customer service. Roots Automation's solutions include cloud-based digital coworkers and the advanced InsurGPT model, which is tailored for the insurance market and improves data extraction and inferencing while reducing errors. The company serves notable clients, including major property and casualty carriers and top brokers, helping them reduce operating costs and enhance operational capabilities.

Climate Club is a carbon reduction platform that focuses on employee education, engagement, and activation. Its platform also offers actionable sustainability plans at scale and allocates and tracks sustainability goals by team and individual to help companies deliver measurable outcomes to save on carbon and operational costs.

Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs

Advocate Technologies, founded in 2020 and based in New York, specializes in providing technology-driven insurance compliance services and risk management solutions for lenders and asset managers. The firm develops analytics software that automates the collection of data from insurance processes, allowing clients to identify risk profiles and address errors directly with borrowers. This approach helps clients safeguard their loan portfolios while enhancing the accuracy of investment return forecasts and operational performance. Advocate Technologies aims to streamline insurance compliance and improve risk management for its clients in the financial sector.

Acorn Finance is a financial platform that specializes in providing affordable financing solutions for homeowners, contractors, and e-commerce businesses. Founded in 2017 by Giri Addanki, the company offers a range of loan options, including personal loans, business loans, home loans, and home improvement financing. Acorn Finance aims to make financing accessible and competitive, allowing customers to secure loans without impacting their credit scores or incurring dealer fees. By focusing on the needs of both contractors and homeowners, Acorn Finance facilitates home improvement projects and other financial needs through its user-friendly platform.

ForMotiv provides a software platform that utilizes predictive behavioral analytics to analyze end-user behavior in real-time. By measuring behavioral biometrics, the platform aims to identify potential outcomes such as fraud, delinquency, profitability, and abandonment during user interactions with digital applications. Leveraging artificial intelligence, ForMotiv collects and analyzes various behavioral data points to understand user motives and predict intentions. This insight allows organizations to tailor online experiences dynamically, adjusting the level of friction based on individual user behavior, ultimately helping to mitigate risks and combat fraud.

ZenLedger, Inc. specializes in cryptocurrency tax management software, catering to both individual investors and tax professionals. Founded in 2017 and based in Bellevue, Washington, ZenLedger provides tools that allow users to import cryptocurrency transactions, calculate gains and income, and prepare tax returns. Its platform automates the generation of essential financial documents, including profit and loss statements, capital gains reports, and income reports, thereby simplifying the tax filing process for cryptocurrency activities. By streamlining portfolio management and reducing the complexities associated with tax compliance, ZenLedger aims to enhance the overall experience for users navigating the evolving landscape of blockchain economies.

Wagmo, Inc. is a Boston-based company that specializes in providing monthly wellness insurance plans for pets. Founded in 2017, Wagmo offers a platform that reimburses pet owners for routine care services, including vaccinations, grooming appointments, and preventive medications. The company focuses on delivering preventative care by utilizing veterinary data to process reimbursements for common expenses such as exam fees and preventive treatments for fleas, ticks, and heartworm. This approach empowers pet owners to better manage and predict the costs associated with their pets' care, ensuring optimal health and well-being.

Acquire App, Inc. is a developer of a checkout solution that enhances the online shopping experience for merchants. Established in 2020 and headquartered in San Francisco, California, with an additional office in Montreal, Canada, the company offers software that facilitates one-click checkout through direct-checkout links, which can be easily embedded in emails, texts, and advertisements. Additionally, Acquire App provides a plug-in extension for e-commerce stores to streamline their checkout processes. Following operational challenges in late 2022, the company's leadership initiated an exit strategy, culminating in a transaction recorded in 2023.

Railz is a developer of an accounting data platform designed to create a comprehensive financial data network that connects financial institutions and fintechs with their small and medium-sized business (SMB) customers. The platform offers an Accounting Data-as-a-Service solution that allows users to access real-time financial data from major accounting service providers through a single API. This enables financial institutions to efficiently navigate complex data landscapes and gain insights into customer financial transactions, analytics, and reports. By optimizing conversion rates with its front-end module, Railz facilitates the seamless collection and analysis of accounting data, enhancing decision-making and operational efficiency for its clients.

Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs

Roots Automation, Inc. specializes in developing digital coworkers that automate common business tasks primarily for the insurance, healthcare, and financial sectors. Founded in 2018 and based in New York, the company offers a cognitive process automation platform that leverages robotic process automation and artificial intelligence. Its Agentic AI platform is designed to enhance operational efficiency with quick implementation and high accuracy, allowing organizations to streamline complex workflows and focus on customer service. Roots Automation's solutions include cloud-based digital coworkers and the advanced InsurGPT model, which is tailored for the insurance market and improves data extraction and inferencing while reducing errors. The company serves notable clients, including major property and casualty carriers and top brokers, helping them reduce operating costs and enhance operational capabilities.

Retirable, Inc. is a financial services company founded in 2019 and headquartered in New York. Specializing in personalized retirement planning, the company offers tailored advice and investment strategies to assist adults in or nearing retirement. Retirable's platform is designed to prepare clients for their post-work future, providing actionable guidance to ensure financial stability and peace of mind as they transition into retirement. By focusing on the unique needs of individuals approaching retirement age, Retirable aims to help clients lead a stress-free life after their professional careers.

Alloy Digital LLC is a prominent media company focused on the 12-34 demographic, recognized for its digital media and video network that creates and delivers original content across various platforms. In addition to its media operations, Alloy has developed an identity verification platform designed to enhance security and streamline fraud prevention for banks and financial institutions. This platform offers a single API and dashboard that simplifies the management of customer data, enabling organizations to automate their identity compliance and fraud decision processes. By integrating multiple data sources and providing tools for case management and reporting, Alloy supports financial institutions and FinTech companies in effectively addressing identity and compliance challenges.

Railz is a developer of an accounting data platform designed to create a comprehensive financial data network that connects financial institutions and fintechs with their small and medium-sized business (SMB) customers. The platform offers an Accounting Data-as-a-Service solution that allows users to access real-time financial data from major accounting service providers through a single API. This enables financial institutions to efficiently navigate complex data landscapes and gain insights into customer financial transactions, analytics, and reports. By optimizing conversion rates with its front-end module, Railz facilitates the seamless collection and analysis of accounting data, enhancing decision-making and operational efficiency for its clients.

TowerIQ is a broker first platform that brings transparency to insurance markets. The company seamlessly brings clients from application to binding by augmenting broker expertise with a low touch technology platform that distributes ingestible data directly to any carrier. This frees brokers and agents to focus their efforts on solving the business challenges facing the clients that allow them to win more business and improve client retention. TowerIQ was founded in 2017 and is headquartered in Boston, Massachusetts.

Curu, Inc. is a technology company based in Denver, Colorado, founded in 2016, specializing in automated credit building software. Its primary product, Curu, analyzes users' credit reports, transactions, and financial history to generate personalized action plans aimed at improving credit scores. By linking their financial accounts to a secured profile, users receive tailored recommendations to enhance their creditworthiness, thus increasing their chances of approval for various financial products such as credit cards, personal loans, and mortgages. Curu's sophisticated algorithms and innovative "Extended Approval Plan" enable lenders to expand their customer base by identifying actionable steps for applicants to meet eligibility requirements. Financial institutions partner with Curu to offer clients a solution that combines behavioral modification with a credit score improvement program, ultimately fostering new account generation and responsible credit management.

ZenLedger, Inc. specializes in cryptocurrency tax management software, catering to both individual investors and tax professionals. Founded in 2017 and based in Bellevue, Washington, ZenLedger provides tools that allow users to import cryptocurrency transactions, calculate gains and income, and prepare tax returns. Its platform automates the generation of essential financial documents, including profit and loss statements, capital gains reports, and income reports, thereby simplifying the tax filing process for cryptocurrency activities. By streamlining portfolio management and reducing the complexities associated with tax compliance, ZenLedger aims to enhance the overall experience for users navigating the evolving landscape of blockchain economies.

Acorn Finance is a financial platform that specializes in providing affordable financing solutions for homeowners, contractors, and e-commerce businesses. Founded in 2017 by Giri Addanki, the company offers a range of loan options, including personal loans, business loans, home loans, and home improvement financing. Acorn Finance aims to make financing accessible and competitive, allowing customers to secure loans without impacting their credit scores or incurring dealer fees. By focusing on the needs of both contractors and homeowners, Acorn Finance facilitates home improvement projects and other financial needs through its user-friendly platform.

Wagmo, Inc. is a Boston-based company that specializes in providing monthly wellness insurance plans for pets. Founded in 2017, Wagmo offers a platform that reimburses pet owners for routine care services, including vaccinations, grooming appointments, and preventive medications. The company focuses on delivering preventative care by utilizing veterinary data to process reimbursements for common expenses such as exam fees and preventive treatments for fleas, ticks, and heartworm. This approach empowers pet owners to better manage and predict the costs associated with their pets' care, ensuring optimal health and well-being.

Jobble puts the power of recruiting and managing an on-demand workforce in the hands of companies and agencies. You get the operational efficiencies of a staff management platform plus a professional and vetted on-demand workforce, with ratings and reviews by former employers. In just a few clicks you can handpick a workforce that best fits your needs, control costs, and manage operations.

Digital Assets Data Inc. is a financial technology and data company based in Denver, Colorado, founded in 2018. The company specializes in developing enterprise-grade software and data feeds tailored for crypto hedge funds, family offices, research firms, banks, and other market participants. It offers a range of services that provide data and information technology solutions for various crypto assets, including currencies, platforms, applications, side chains, security tokens, and initial coin offerings (ICOs). Through subscription services, Digital Assets Data enables clients to effectively track and manage investments, conduct due diligence, and make informed trading decisions, thereby enhancing transparency and intelligence in the cryptocurrency market.

Clerkie is an AI-driven financial planning platform designed to assist Americans in managing their debt and enhancing their financial literacy. The company utilizes a proprietary financial automation system that incorporates conversational AI to create detailed financial knowledge graphs. This technology allows users to easily understand their financial situations and take actionable steps toward debt management. By combining expert financial advice with automated solutions, Clerkie aims to simplify the process of addressing debt burdens, making it more accessible for individuals to implement effective financial strategies.

Cushion is a venture-backed FinTech startup that is changing the way consumers pay their recurring bills. Our goal is to help Americans pay all of their bills in full and on time while avoiding nasty fees and penalties. To bring this vision to life, we are reimagining the experience from the ground up and looking for the best of the best people to join our team as we bring our game-changing bill pay solution to the tens of millions of Americans who need it: https://angel.co/company/cushion_ai/jobs

Long Game is a company that creates a gamified personal finance application aimed at promoting responsible financial habits. The app encourages users to save money by integrating games that allow them to win cash prizes, with rewards that can reach up to $1 million. Users can build and manage their savings accounts while participating in engaging activities that also offer opportunities to win cryptocurrency. This innovative approach seeks to inspire individuals to save money consistently and provides tangible rewards for their financial discipline.

Kingfield is a financial technology company established in 2015 and based in Naples, Florida. The company focuses on enhancing transparency in financial services operations by developing next-generation technology for financial markets. Its platform addresses common custody client service issues by defining basic query types and workflows, which facilitate standardized communication and efficient issue resolution. This approach allows banks and their clients to connect and interact seamlessly, ensuring a consistent experience for both service providers and their clients.

FRST specializes in blockchain data and monitoring technology tailored for professional cryptocurrency traders. Founded in 2017 and based in Chicago, the company offers an advanced technology suite that enables traders to perceive, categorize, and act on digital asset transactions. Its platform provides unique datasets and professional-grade tools, allowing users to test trading strategies, estimate returns, and set alerts for fluctuations in cryptocurrency values. By identifying token trades before they are transferred to external parties or exchanges, FRST equips digital asset exchanges, hedge funds, compliance and KYC functions, as well as academic and government research initiatives, with critical insights necessary for informed trading decisions.

ZenLedger, Inc. specializes in cryptocurrency tax management software, catering to both individual investors and tax professionals. Founded in 2017 and based in Bellevue, Washington, ZenLedger provides tools that allow users to import cryptocurrency transactions, calculate gains and income, and prepare tax returns. Its platform automates the generation of essential financial documents, including profit and loss statements, capital gains reports, and income reports, thereby simplifying the tax filing process for cryptocurrency activities. By streamlining portfolio management and reducing the complexities associated with tax compliance, ZenLedger aims to enhance the overall experience for users navigating the evolving landscape of blockchain economies.

TowerIQ is a broker first platform that brings transparency to insurance markets. The company seamlessly brings clients from application to binding by augmenting broker expertise with a low touch technology platform that distributes ingestible data directly to any carrier. This frees brokers and agents to focus their efforts on solving the business challenges facing the clients that allow them to win more business and improve client retention. TowerIQ was founded in 2017 and is headquartered in Boston, Massachusetts.

Vault is a technology company based in Austin, Texas, that specializes in a comprehensive platform designed to address the challenges of student loan management. Founded in 2013, Vault offers an intuitive web-based tool that provides a secure experience for employees, helping them navigate their student loan debt and achieve financial freedom. The platform allows employers to contribute to their employees' debt repayment, enhancing talent acquisition and retention strategies. By simplifying repayment scenarios and assisting in the identification of suitable plans, Vault empowers both employers and employees to foster enduring relationships. Additionally, the company supports employees in managing their student debt while simultaneously building their retirement savings.

Micronotes, Inc. is a digital marketing company based in Boston, Massachusetts, specializing in SaaS solutions for financial institutions. Founded in 2008, it leverages artificial intelligence and machine learning to enhance customer engagement and improve cross-selling of financial products. The company's flagship product, Cross-Sell, is a digital interview platform that utilizes customer data to generate personalized financial service offers. Additionally, Micronotes offers tools such as Mobile-SMS, which automates the referral process through customer interviews conducted via mobile phones, and a Net Promoter Score Measurement tool to assess customer loyalty. By applying these technologies, Micronotes enables financial institutions to better understand customer needs, drive sales opportunities, and foster stronger relationships with both existing and potential clients.

Digital Assets Data Inc. is a financial technology and data company based in Denver, Colorado, founded in 2018. The company specializes in developing enterprise-grade software and data feeds tailored for crypto hedge funds, family offices, research firms, banks, and other market participants. It offers a range of services that provide data and information technology solutions for various crypto assets, including currencies, platforms, applications, side chains, security tokens, and initial coin offerings (ICOs). Through subscription services, Digital Assets Data enables clients to effectively track and manage investments, conduct due diligence, and make informed trading decisions, thereby enhancing transparency and intelligence in the cryptocurrency market.

Vestmark, headquartered in Wakefield, MA, is a prominent technology platform provider specializing in wealth management and investment advisory solutions since its establishment in 2001. The company focuses on developing software that simplifies investment management processes, enabling broker-dealers, asset managers, bank trusts, and advisors to efficiently propose and enroll accounts, construct and manage portfolios, and monitor investable assets. By utilizing a Software as a Service (SaaS) deployment model, Vestmark supports its clients in managing over 1 million accounts, which collectively represent more than $250 billion in assets under management. Through its innovative technologies, Vestmark aims to enhance the advisory solutions industry and foster its growth while providing a rewarding work environment.

LifeYield, LLC is a financial technology company that provides innovative software solutions to wealth management firms and advisors. Based in Boston, the company offers the LifeYield Advantage Suite, which includes a variety of tools designed to optimize financial health and asset management for investors. Key components of this suite are the LifeYield UMH, which integrates seamlessly into existing workflows, and tools like the LifeYield Dashboard, Cash Harvester, Payment Modeler, and Reporter. These applications enable wealth advisors to analyze client households, manage cash flow, forecast sustainable withdrawal levels, and generate detailed asset reports. By delivering a comprehensive view of investors' assets, LifeYield helps clients maximize their returns, minimize taxes, and enhance overall financial well-being. The company was founded in 2008 and has established a strategic alliance with Jackson National Life Insurance Company.

Vestmark, headquartered in Wakefield, MA, is a prominent technology platform provider specializing in wealth management and investment advisory solutions since its establishment in 2001. The company focuses on developing software that simplifies investment management processes, enabling broker-dealers, asset managers, bank trusts, and advisors to efficiently propose and enroll accounts, construct and manage portfolios, and monitor investable assets. By utilizing a Software as a Service (SaaS) deployment model, Vestmark supports its clients in managing over 1 million accounts, which collectively represent more than $250 billion in assets under management. Through its innovative technologies, Vestmark aims to enhance the advisory solutions industry and foster its growth while providing a rewarding work environment.

Netcapital is a financial technology company based in Boston, Massachusetts, established in 2014. It specializes in providing fundraising and strategic advisory services to entrepreneurs seeking to raise capital. Through its online private investment platform, Netcapital connects businesses with investors, facilitating digital capital raising while ensuring transparency in private transactions. The company simplifies investment processes by offering clear information, enabling investors to make informed decisions. Additionally, Netcapital fosters collaboration between entrepreneurs and investors, enhancing communication and encouraging innovation. Its Secondary Transfer Platform allows investors to trade shares of companies that have completed fundraising rounds, providing further liquidity options. The company also offers consulting services through Netcapital Advisors, which includes marketing strategies and equity positions in companies with disruptive technologies.

LifeYield, LLC is a financial technology company that provides innovative software solutions to wealth management firms and advisors. Based in Boston, the company offers the LifeYield Advantage Suite, which includes a variety of tools designed to optimize financial health and asset management for investors. Key components of this suite are the LifeYield UMH, which integrates seamlessly into existing workflows, and tools like the LifeYield Dashboard, Cash Harvester, Payment Modeler, and Reporter. These applications enable wealth advisors to analyze client households, manage cash flow, forecast sustainable withdrawal levels, and generate detailed asset reports. By delivering a comprehensive view of investors' assets, LifeYield helps clients maximize their returns, minimize taxes, and enhance overall financial well-being. The company was founded in 2008 and has established a strategic alliance with Jackson National Life Insurance Company.

Mirador is a leading front-end small business lending platform that assists established lenders in borrower acquisition, digital application processing, decision-making, and communication with borrowers. By providing a streamlined user experience, Mirador enhances profitability and efficiency in the lending process, enabling traditional lenders to remain competitive. The core lending platform can be augmented with additional modules for lead generation and second-look programs, allowing lenders to either implement or expand their small business loan offerings with a single partner. Lenders utilizing Mirador's platform have experienced a 69% increase in efficiency and an average reduction of $1,550 in loan origination costs, contributing to greater profitability. The platform supports a variety of small business lending products, including term loans, collateralized loans, SBA guaranteed loans, commercial real estate loans, and quick decision loans, ranging from $1,000 to over $20 million. Additionally, Mirador collaborates with banks, credit unions, non-profits, and specialty finance companies to enhance risk management and borrower experiences in small business lending.