Companies
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Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Aiera is an adaptive deep learning platform designed to aggregate all publicly available market data, and provide quantitative analytics using AI/ML for fundamental investment strategies.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
AnChain.AI provides around-the-clock protection, securing some of the world’s largest crypto exchanges, protocols, and DApps worldwide. AnChain.AI allows the full range of industry stakeholders (i.e. operators, builders, regulators, investors) to confidently interact with the developing digital economy by providing blockchain data analytics and in-depth cryptocurrency transaction monitoring on a wide variety of public and private chains.
Sub-sector:
BankTech
Stage:
Early & Growth
Description:
Array offers embeddable consumer credit data, financial data and identity tools available via API. The data is fully structured and available in pre-built and customizable white-labeled tools.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Articul8 is a Generative AI (GenAI) enterprise software company focused on helping organizations solve the world's toughest problems. Articul8's full-stack, vertically-optimized GenAI software platform enables companies to build, deploy and manage enterprise-grade, secure GenAI applications rapidly and cost-effectively. Articul8's proprietary Gen-AI technologies are infrastructure and hardware-agnostic, and deliver lasting business value by transforming customer data into actionable insights. Our team of industry veterans and AI experts have a heritage of successfully operationalizing and deploying AI at scale across a variety of mission-critical industries.
Sub-sector:
InsurTech
Stage:
Early
Description:
Axio is a cybersecurity platform bridging corporates and insurers, delivering a comprehensive program management assessment and quantification engine.
Sub-sector:
BankTech
Stage:
Early
Description:
Banxware is a Lending as-a-Service provider that enables digital platforms such as marketplaces and other aggregators like PSPs to offer embedded financing in real time to its business customers. Banxware is the future of business lending. We are passionate about financing small businesses, the true heroes of our economy. As lending experts, we empower digital platforms to help their business customers grow. With Banxware, platforms can instantly launch tailored embedded lending solutions all across Europe. Based in Berlin, Banxware was founded in 2020 by Miriam Wohlfarth, Jens Röhrborn, Fabian Heiß and Nicolas Kipp. We are a diverse team of different backgrounds and complementary expertise, working together on a common goal: revolutionizing the payment and platform industry.
Exited
Sub-sector:
BankTech
Stage:
Early
Description:
Banyan is a proprietary API for merchants to monetize receipt data by connecting it to apps used by their customers, creating a unified, SKU-level and attribution view of a customer’s transactions across multiple merchants.
Sub-sector:
BankTech
Stage:
Early
Description:
Credit Karma for Crypto.
Sub-sector:
InsurTech
Stage:
Early
Description:
Big Ticket is building a digital infrastructure platform for the global re-insurance industry. Big Ticket is a global, neutral “API first” infrastructure connecting corporates to their brokers, insurers and the insurance ecosystem. The platform connects the industry to structured standardized data which simplifies and accelerates the renewal cycle and promotes scale, revenue growth, and margin improvement for all participants.
Sub-sector:
BankTech
Stage:
Early
Description:
Bilt Rewards provides a platform that enables renters to accumulate points through their rent payments, which can be redeemed for various rewards. The system incorporates a point-based rewards mechanism along with features for tracking rental transactions and facilitating point transfers.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Bite is an alternative investment platform for fund managers that streamlines client diligence, compliance, distribution, client onboarding and investor relations.
Sub-sector:
RiskTech & Cyber
Stage:
Early
Description:
Bits Technology connects data sources & orchestrates workflows for financial tech services, starting with Know-Your-Customer (KYC).
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Boldin (a.k.a. NewRetirement) has created a platform to enable digital financial planning and management at scale. Our vision is to help millions of people do better with their money by making financial planning accessible, aligned and affordable. We started by offering a D2C subscription solution, and today over 200,000 people with $200 Billion dollars have created their own financial plan and thousands of subscribers are managing over $21 Billion dollars of their wealth using the premium offering. We also offer an enterprise & API solution, and are currently live with MarketWatch (50 Million monthly users) and Nationwide (serving 2M users). We are in the process of rolling it out to a number of large plan sponsors and financial services firms.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Bookkeep automatically posts daily sales summary financials to accounting platforms such as QuickBooks Online or Xero and reconciles the payment deposits. We do this for all commerce apps like Square, Shopify, Amazon Seller and many many more. We’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrual-based financial reporting . When we say smarter, we mean it.
Sub-sector:
InsurTech
Stage:
Early
Description:
Boost is an industry agnostic API-driven insurance Infrastructure-as-as-Service platform for companies to execute individual insurance programs.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Braintrust is a Web3 platform connecting global companies and knowledge workers on a dynamic talent platform powered by Blockchain/DLT.
Sub-sector:
BankTech
Stage:
Early
Description:
Bridge Marketplace (“Bridge”) is a ground-up initiative aimed to democratize lending. Our goal is to provide a platform to give your business easy access to capital sourced from banks, which is often the most efficient form of long-term financing for growth. Bridge uses technology to digitize and optimize the loan search and application process while providing your business with access to some of the most competitive terms on the market from these participating banks.
Sub-sector:
B2B Payments
Stage:
Early
Description:
C14 creates seamless fiat crypto payment flow for Web3 businesses. Existing fiat crypto ramps are expensive, difficult-to-use, and support only a small fraction of potential users around the world. C14 is building the next generation of fiat crypto payment flow: a seamless, Ecommerce-like payment widget that can be embedded in websites and dApps across partner blockchain ecosystems. The C14 widget will support users in established markets as well as emerging and underserved markets around the world by integrating the most adopted payment rails in each coverage zone.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Caplight enables institutional investors to take long and short private company positions via synthetic, cash-settled derivatives.
Sub-sector:
BankTech
Stage:
Early
Description:
Redefining Banking - CapStack is the first integrated operating system for banks enabling cooperation across banks and other financial services institutions in order to drive profitability and asset diversification.
Sub-sector:
BankTech
Stage:
Early
Description:
An estimated 45 million of us are financial caregivers — adult children responsible for the financial well-being of our aging parents. We pay bills, haggle with utilities, plan for their future, and pay for things they need — all while managing our own financial and family life. Carefull is a new company building digital services for financial caregivers. Our goal is to make it easier to support our aging parents and to help families make better financial decisions together. Visit us at www.getcarefull.com to learn more.
Sub-sector:
Vertical FinTech
Stage:
Growth
Description:
Cart.com is the leading provider of commerce software, logistics and expert services for multichannel businesses. From our suite of AI-enabled ecommerce and order management software to our nationwide network of fulfillment and distribution centers, Cart.com unifies commerce data and capabilities to help B2C, D2C and B2B companies reduce cost and accelerate growth.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Certa is the AI-powered OS for enterprise third party risk (TPRM) and compliance. Purpose-built for orchestration by exception, Certa uses AI agents to manage routine tasks and surface what needs attention. Enterprises gain agility, reduce manual effort, and make better decisions across the third party lifecycle.
Sub-sector:
InsurTech
Stage:
Early
Description:
Certificial is a real-time certificate of insurance issuance and compliance monitoring platform that utilizes data from various Agency Management Systems, Agents, Brokers, and Carriers.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Cherry provides healthcare focused software solutions allowing medical practices to offer flexible payment options to end customers. Repayments can be split into small and manageable monthly payments, enabling medical practices to increase their sales.
Sub-sector:
BankTech
Stage:
Early
Description:
Chime provides a suite of financial services, including fee-free overdraft, early paycheck access, and credit improvement, facilitated by technologies such as fee-free ATMs, savings accounts, and the Chime Visa® Debit Card issued by partner banks.
Sub-sector:
BankTech
Stage:
Early
Description:
Chimney is on a mission to make homeownership easier for 80 million Americans by bringing transparency to homeowner data and more flexible access to home equity. We're the first financial platform built for homeowners - taking complex financial, credit, and property data - and turning it into a seamless digital experience with actionable recommendations and savings (think Credit Karma but for homeowners).Integrations and developer-friendly APIs make it easy to embed our technology into any digital or banking app, giving homeowners access to their data anytime, anywhere.
Sub-sector:
B2B Payments
Stage:
Growth
Description:
Circle is a global financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. Circle is the issuer of USD Coin (USDC), one of the fastest growing dollar digital currencies powering always-on internet-native commerce and payments. Today, Circle's transactional services, business accounts, and platform APIs are giving rise to a new generation of financial services and commerce applications that hold the promise of raising global economic prosperity for all through the frictionless exchange of financial value.
Sub-sector:
B2B Payments
Stage:
Early
Description:
Compra Rápida is checkout made easy. We bring a local and mobile-first purchase experience through a 1-click checkout, making it easier for merchants to sell and consumers to buy online.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Conduit’s API integration enables customers to roll out products relating to yield generation, fiat to staking, payroll into stable coin, and embedded lending.
Sub-sector:
CFO Tech Stack
Stage:
Growth
Description:
DailyPay is modernizing payroll through a platform bridging legacy payroll, time management, and HR systems to enable employers to deliver financial services to their employees, with short term lending being the starting point to a more comprehensive product roadmap.
Sub-sector:
BankTech
Stage:
Early
Description:
Debt Stream is a white label self-serve platform designed to provide businesses with end-to-end digital collections capability to support their customers.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Diadia is focused on revolutionizing the healthcare landscape by providing comprehensive, AI-driven personalized healthcare assistants and curated educational content driven by science-backed evidence.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Elevate is the only modern full administration consumer directed benefit platform.
Exited
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Embed is developing infrastructure for modern clearing & custody from the ground up. Embedded handles Securities execution, clearing, settlement and custody APIs for broker-dealers, RIAs, banks and trust companies.
Sub-sector:
RiskTech & Cyber
Stage:
Early
Description:
The Entrio platform enables Financial Institutions to gain visibility and insights on both existing and potential vendors helping reduce costs, mitigate risk, and get the most out of their enterprise stack.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Ever.green is a clean energy project funding and tax credit marketplace that empowers businesses of all sizes to participate in the clean energy transition and meet their sustainability goals. Through Ever.green, companies can commit to forward contracts for high-impact Renewable Energy Certificates (RECs) that help stand up new solar projects or purchase renewable energy tax credits and make a financial return. Ever.green's platform includes streamlined due diligence, filing, and compliance-monitoring services to reduce risks and maximize efficiency for all parties. Visit ever.green to learn more.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
FairPlay is the world's first Fairness-as-a-Service company. We help companies embed fairness considerations into their automated decision-making systems and reduce algorithmic bias.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Figure is a blockchain platform/marketplace for loan origination, equity management, private fund services, banking and payments.
Sub-sector:
RiskTech & Cyber
Stage:
Early
Description:
Digital Fraud Defense For Financial Services Firms - Grow Safely into Digital with Fiverity!
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
FNZ offers a wealth management platform that integrates modern technology with business and investment operations, enabling financial institutions to streamline their processes. This platform supports wealth managers in delivering customized investment experiences by connecting various investment products within a regulated environment.
Exited
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Friday Finance (f.k.a. Airbank) is the next-generation finance platform for founders and CFOs that puts all bank accounts and financial data into one place and helps them streamline and automate mundane tasks. It provides real-time insights into a business's cash flows and offers finance professionals better workflows for bill payments, approvals and the month-end close.
Exited
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Fuell is an all-in-one corporate card issuer and expense management solution that solves the corporate expenses problem for the underserved mid-market/SMB in Southern Europe.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Funnel is a leasing and marketing platform for multi-family, enabling owners and managers to generate more profits, efficiency, and analytical insights across their portfolio.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
GovPort is a Software-as-a-Service (SaaS) platform tailored for government contractors, offering centralized record-keeping, secure collaboration, and deliverable management while prioritizing data privacy and security to meet specific government contracting requirements.A dedicated technology platform developed specifically for GovCons, GovForce centralizes critical records, facilitates collaboration across teams, and allows GovCons to securely manage deliverables with other GovCons. Govcons should never miss on a flowdown, can organize their teaming partners, and will win without email. Easy to subscribe to, learn, and operate, GovForce is state-of-the-art Software-as-a-Service (SaaS) with only the highest levels of data privacy and security. Critical GovCon back office providers like accountants, attorneys, insurers, and others can save time and money to better serve their own GovCons.
Sub-sector:
BankTech
Stage:
Growth
Description:
Greenlight is the leading FinTech platform in Family Finance, providing a platform for parents and their Gen Z kids for checking, savings, debit, and investments. The platform is offered B2C and B2B2C through distribution partnerships with leading retail banks such as JPMorgan Chase.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Harmonic has built a Crunchbase-like company data platform with enhanced data quality and coverage by leveraging its proprietary machine learning technology.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Healthee offers an AI-powered platform that provides personalized, instant answers to employee healthcare questions, simplifying health benefits and increasing employee health and happiness. The platform utilizes AI technology to deliver quick, concise answers to health and wellness questions, guiding employees on plan options and in-network providers, and offering tailored preventive care suggestions.
Exited
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
hi.health offers people with private health insurance convenient and safe access to health care billing via app. Users can easily submit their invoices digitally and hi.health takes care of the further processing, billing and customer service providing a seamless user experience. With hi.direct, a newly launched payment solution in healthcaree-commerce, online merchants can now offer their customers payment and submission of their costs in a few clicks. hi.health operates at the intersection of digital health, fintech and insurtech. While each of these rapidly growing markets are already exciting in themselves, their combination in one product is unique.
Sub-sector:
B2B Payments
Stage:
Early
Description:
Highline is a new way to reduce credit risk and expand access. Customers can now pay bills directly from ADP, Paychex, Gusto & more. Customers gain peace of mind that payments are taken care of without worrying about bank account balances. The gainfully employed deserve access to credit, and Highline technology now makes that possible.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
We’re excited to announce the official launch of Holdings, the financial management platform for businesses to diversify, protect, and grow their holdings. Our first product is a cash account provided in partnership with Evolve Bank & Trust, Member FDIC, that works alongside your primary bank account. It provides up to $3M in FDIC insurance—12x the average, while also providing a 3.5% annual yield. We offer Same-Day liquidity by ACH, unlike the traditional 3-5 day wait for yield-generating accounts. Companies with less than $50M in cash deserve access to the same assets and financial strategies that the largest institutions use to diversify and manage risk. We want to level the financial playing field for every business.
Sub-sector:
RiskTech & Cyber
Stage:
Early
Description:
Hummingbird is a platform for organizing and automating the work of compliance & risk teams – by combining data, workflows, and automation, Hummingbird is the missing orchestration layer for financial ops teams.
Sub-sector:
InsurTech
Stage:
Early
Description:
Infras (formerly iLife Technologies) provides Headless Connectivity Infrastructure that lets insurance carriers power any distributor UI—without rebuilding. Carriers want to support every distributor’s unique user interface but are stuck with one-off projects that are costly to maintain and difficult to reuse across channels. Infras solves this by transforming back-end business logic into reusable, headless UI components. Carriers can support any distributor experience without rebuilding from scratch. With Infras, carriers reduce support costs by 6x, accelerate time to market by 7x, and handle 5x more distributor deals—all while improving data quality and distributor satisfaction.
Exited
Sub-sector:
RiskTech & Cyber
Stage:
Early
Description:
JumpWire is enforcing Data Security Without Changing a Line of Code. It provides an integration platform that connects internal databases to critical third-party vendors. The company provides a data mesh that connects databases to APIs, turning integrations into automation. JumpWire installs inside the clients' cloud to keep data private and secure.
Sub-sector:
BankTech
Stage:
Early
Description:
Kard is a rewards API platform that makes it easy for financial institutions to create their own customized rewards program.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Kenobi is a groundbreaking tool for SDRs, BDRs, and GTM teams.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Open banking for business users is primitive. Koxa's software fixes that, providing a massively improved Treasury Open Banking experience. Koxa is an API platform that connects accounting software — like NetSuite, Workday, Sage Intacct, Microsoft Dynamics GP as well as vertical specific solutions — to corporate bank accounts. Effectively, Koxa (on behalf of its bank partners) extends the functionality of a bank's online treasury portal directly into the user's accounting software. This creates a more streamlined user experience and strengthens the partnership between the bank and the bank's corporate customer. It also drives significant efficiency, accuracy, compliance, and user satisfaction benefits. Historically there hasn't been an easy way for CFOs, Treasurers, and Controllers to make this seemingly simple connection. Koxa fixes that. Koxa partners with banks to connect the bank's corporate customers with our software and the world-class Treasury Open Banking experience they want, with the security, identity and access management, permissioning and approvals these customers require.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Liminal specializes in providing comprehensive security solutions for generative AI, focusing on empowering CIOs and CISOs to regain control over AI data privacy, security, and sovereignty. The company's technology is designed to deliver simple, secure, and trusted protection for AI systems, utilizing advanced methods to ensure data privacy and security.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
More than $100 billion in family and philanthropic giving capacity is created each year. But flaws in the current process impose over a billion in annual costs in order to access it. We are building the first product for wealth managers to automate the complex, and inefficient estate planning process Luminary is backed by venture capital firm 8VC. The company was founded in 2022 and is led by David Barnard (CEO), former Head of Private Wealth at AllianceBernstein, and Joe Lonsdale (Chair), managing partner at 8VC and co-founder of Addepar and Palantir, among other companies.
Sub-sector:
InsurTech
Stage:
Early
Description:
Machine Cover provides the technology needed to offer parametrics into the insurance and near-insurance marketplaces.
Sub-sector:
BankTech
Stage:
Early & Growth
Description:
Maxwell is a digital platform for mortgage lenders to collaborate w. homebuyers, automating the end-to-end point-of-sale and fulfillment value chain.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Mechanical Orchard is a GenAI-native technology company that modernizes critical legacy applications using an iterative, AI-enhanced, reverse-engineering and replication approach, enabling companies to adapt quickly to competitive threats and market opportunities with minimal risk. Their method involves replicating, testing, evolving, and managing critical systems in the cloud, leveraging battle-tested product, software engineering, and DevOps practices to create secure, reliable, and scalable applications for Global 2000 customers.
Sub-sector:
B2B Payments
Stage:
Early
Description:
LatAm B2B Banking-as-a-Service infrastructure allow anyone to embed payment and financial services.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Middleware is a real-time cloud native observability platform that brings all metrics, logs, and traces in one unified timeline to debug issues faster.
Sub-sector:
BankTech
Stage:
Early
Description:
mistho.io offers the first open payroll API for Europe, that enables consumers to easily access and share their salary and employment information with third parties such as banks, insurance companies, lenders and others at the click of a button. Our goal is to help businesses build the best consumer experiences in the fintech world that require income information. As a first step, we are now enabling businesses to easily integrate the Mistho app into their existing flow for income verification. Remember the last time you searched for a flat to rent, wanted to lease a car or applied for a loan? At some point during your search you were asked to share your last three months of payslips. You probably had to upload them to a platform or send them via e-mail to your agent. In some cases, you might even have needed to ask your HR department to help you out. Mistho helps exactly here - by offering a digital, directly embedded income verification tool that asks the end consumer to do no more than log in to their payroll portal.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Mojo has built a stock market for professional athletes where fans can buy and sell players at specific values based on their on-field performances, enabling clients to build gaming destinations. Led by visionary founders Vinit Bharara, Marc Lore, Alex Rodriguez, and Bart Stein.
Sub-sector:
BankTech
Stage:
Early
Description:
MoneyKit is building a platform for a ‘Universal Financial Profile’, a single connection to ‘the world’s money’: banking, investments, payroll, liabilities, & payments.
Sub-sector:
B2B Payments
Stage:
Early
Description:
Navro aims to offer marketplaces the ability to offer all payment methods through one ecosystem, one API, one contract. Offer every online payment and payout methods combined with the infrastructure to manage them across borders.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
neo.tax uncovers expenses related to developing a new product and unlocks tax credits in minutes, filing your R&D Tax Credit and putting money in your pocket through refunded payroll taxes. Backed by former IRS agents who check every single one.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Netomi is an advanced AI/ML deep learning platform to address the challenges of customer service.
Exited
Sub-sector:
Enterprise AI Enablement
Stage:
Early & Growth
Description:
Neuro-ID is a behavioral analytics to manage fraud detection and funnel friction/product marketing analytics.
Exited
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Numbrs is an asset management and digital banking platform for the EU market.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Developer of an embedded working capital platform intended for use in various businesses.
Sub-sector:
Enterprise AI Enablement
Stage:
Growth
Description:
Ocrolus is a human-in-the-loop fintech infrastructure platform intended to automate back-office tasks with precision. The company's platform uses artificial intelligence and crowdsourcing to automate financial review processes, analyze documents with accuracy and speed, delivering highly accurate data verification, enhanced fraud detection and cash-flow analytics to lenders, enabling financial services companies to make high-quality decisions, in an automated and efficient way, with trusted data.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
OneVest is a financial technology company on a mission to power the world’s wealth. The company offers a comprehensive all-in-one wealth management platform that enables enterprises to expand their product capabilities, enhance distribution, and streamline front, middle, and back office operations while extending innovative investor and advisor experiences.
Exited
Sub-sector:
Enterprise AI Enablement
Stage:
Growth
Description:
Onfido is is the leader in digital ID, providing 3 layers of verification: government issued ID, biometric scan, and voice patterning/recognition. Companies use the Onfido API to mitigate fraud/regulatory risk, manage hiring diligence, expedite KYC/AML requirements, and conduct ongoing cybersecurity checks on customer and employee access.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
OpenYield is a next generation bond marketplace for retail brokerages and advisors. We provide an equity-like market for bonds powered by algo liquidity providers. OpenYield enables wealth platforms to revamp their fixed income experience and reduce costs.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Opto Investments has a mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our investment platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies that help their clients build long term wealth.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
At Parcha, we're building enterprise-grade AI agents that supercharge your business. We are starting with fintech companies, supporting their Operations and Compliance teams.
Sub-sector:
B2B Payments
Stage:
Early
Description:
Our mission at Pay.com is to create an all-inclusive economy. We help big entrepreneurs to move big payments. And micro-merchants to realize their biggest dreams.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early & Growth
Description:
Pipe is an advanced API financing platform that automates the financing process for SaaS companies and delivers account level visibility and instant liquidity without the need to take on any debt or dilution.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Playter helps fund the global community of startups and scaleups by helping them convert any invoice into Buy Now, Pay Later. Playter is the growth platform that helps amazing businesses scale quicker, reduce their burn rate, increase their runway and take control of all payment terms regardless of the supplier. Join the BNPL revolution where revolution.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Pliant provides a digital credit card platform designed for businesses, offering customizable physical and virtual cards that facilitate real-time transaction monitoring and integration with existing financial systems. The platform features adjustable spending limits, automated accounting processes, and complies with industry security standards.
Sub-sector:
BankTech
Stage:
Early
Description:
Polly's platform offers a cloud-based network that seamlessly connects buyers and sellers of mortgage loans through API integration, thereby increasing liquidity, automating capital markets functions, and enabling mortgage lenders to effortlessly share their "for sale" pipeline and, in turn, receive loan-level pricing and other settlement data upon loan commitment.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Pontoro is is transforming infrastructure finance by enabling broader investor participation in private assets. Infrastructure assets are largely inaccessible to a broad spectrum of institutional investors that cannot invest directly in illiquid loans Pontoro is building a digital platform that will address this challenge by connecting institutional investors with banks that have existing project loan assets, thus providing new access and liquidity for this illiquid, yet desirable, asset class.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Poolside is developing advanced AI technology specifically for software development, utilizing large language models and Reinforcement Learning from Code Execution Feedback to empower developers and improve the capabilities of AI in the field of software development.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Portao (São Paulo, Brazil) is a corporate card and expense management platform for Enterprise LatAm.
Exited
Sub-sector:
BankTech
Stage:
Early
Description:
Power is building a platform that helps medium-to-large-sized brands to issue co-branded credit cards to their customers.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
PTO Exchange helps companies and employees transform the value of paid time off. PTO Exchange enables users to trade unused time off for goods and services, such as contributing to your retirement account, donating to a non-profit, paying off your student loan, cashing out your leave, or sharing some of your time with a fellow employee.
Sub-sector:
BankTech
Stage:
Early
Description:
Quilo is a SaaS based, API driven platform that empowers community financial institutions (CFIs) to offer stress-free installment loans with instant access to funds. Quilo can be used by users too for new purchases (online and in store) or to pay off a portion or entire balance of major credit cards.
Sub-sector:
RiskTech & Cyber
Stage:
Early
Description:
Refine Intelligence brings a new paradigm to fighting financial crime: Catching the Good Guys. Our unique technology maps the life stories behind financial transactions, creating a baseline of good behavior. Each incoming AML alert is benchmarked by our AI against this baseline, quickly separating explainable false positives from unknown anomalies. Financial Crime teams use this to automatically clear alerts, provide the evidence to regulators, reduce caseload and improve risk management posture. The result: a true game changer in fighting financial crime.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Relativity6. Accurate Industry Classification. Founded at MIT in 2016, Relativity6 is a data science organization driven to provide actionable context with billions of external data points. Our AI-powered API provides fast, reliable, validated industry classification. For better commercial underwriting, segmentation, and everything else.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Reveni provides instant refunds to merchants, and their customers. Once a customer completes the ‘Return’ workflow, their money is instantly returned to their method of payment. This turns returns from a poor customer experience, into one that generates value for both consumers & merchants alike.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Rosaly allows you to automatically manage requests for a down payment on salary and to provide your employees with a financial management system, while keeping control and without impact on your cash flow.
Exited
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Salt is the first ever workers reward program that gives you the power to earn more than your paycheck. Salt represents the most valuable thing you have - your time. For each hour you work, you earn Salt which enables you to enjoy memorable experiences, share your gratitude with others, and build asset ownership over time. The mission of Salt Labs is to enable hourly workers to own the long-term value of their work.
Sub-sector:
Vertical FinTech
Stage:
Early & Growth
Description:
SamCart is the first e-commerce platform, built from the ground up, for direct-to-consumer brands – embedding the platform, payments, lending, insurance, and other core financial products.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Sanlo is an embeddable financing platform for the gaming industry.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Growing companies have very specific financial needs. At Scaleup Finance, we’re here to meet them. We are a team of experienced finance specialists with start-ups and growing companies as our specialty. We provide CFO-as-a-service and a new digital CXO cockpit that will transform the financial management in small companies. Whatever stage your company is in, we can help you improve the financial management and administration. With the finances safely controlled, you can focus on areas that add more value to your business - and you find more interesting! It's time to go Scaleup!
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Selfbook is a light-touch transaction platform allowing hotels to accept one-tap payments directly on their websites, simplifying the direct booking experience.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
The Billing and Payments stack for B2B companies. Sequence helps you design and iterate on billing and payment flows so you can stay focused on your mission. We want to empower operators to build, scale and iterate, expand seamlessly into new markets and product verticals, and have a real time pulse on their business.
Sub-sector:
BankTech
Stage:
Early
Description:
Series Financial is building the modern global investment bank. We provide digital and crypto-enabled banking & full-stack financial services designed specifically for institutional asset managers and their teams.
Exited
Sub-sector:
BankTech
Stage:
Early
Description:
SoFi (NYSE: SOFI) is one of the leading consumer US FinTechs with full stack product offerings across lending (student loans, personal loans, mortgages), banking (checking, savings, and credit), wealth management, digital assets, and insurance. SoFi acquired Galileo in 2020, providing a vertically integrated platform to support embedded banking and b2b payments.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Standard Metrics is an automated data platform that enables financial transparency between private companies and investors.
Sub-sector:
InsurTech
Stage:
Early
Description:
Stere.io is building the “GrubHub of Insurance Programs”: Digital ecosystem designed to tackle speed-to-market and capacity sourcing for managing general agencies (MGAs), insurtechs and embedded insurance programs.
Sub-sector:
B2B Payments
Stage:
Growth
Description:
SumUp is a leading global provider of mobile point-of-sale (mPOS), point-of-sale (POS) and SMB-banking software. The Company’s suite of devices offers SMBs the ability to accept magstripe, chip, and contactless payments. Through their device engagement, SumUp has been able to build out a closed-wall ecosystem where SMBs can leverage the Company’s banking software to run invoices, track working capital, KPIs, and build loyalty programs.
Sub-sector:
BankTech
Stage:
Early
Description:
Synctera is a FinTech platform intended to connect traditional banking operations with financial technology innovations.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Talos provides an institutional technology infrastructure that supports the full lifecycle of digital assets trading, from price discovery to execution through to settlement.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Tap is the first marketplace for private fund secondaries. Securities offered through Finalis Securities LLC Member FINRA/SIPC. Tap and Finalis Securities LLC are separate, unaffiliated entities.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Ternary creates cloud cost management, and optimization tools at the intersection of Finance and Engineering, with features based on FinOps Principles, starting from Google Cloud Platform and expanding to serve AWS, Azure, etc.
Sub-sector:
RiskTech & Cyber
Stage:
Growth
Description:
Thoropass (f.k.a. Laika) is an enterprise-ready compliance platform that lets growing companies compete on the same level as any large organization. We help companies design stage-appropriate controls, obtain infosec certifications/audits like SOC 2 or ISO 27001, stay compliant with regulations like HIPAA and GDPR, and build trust with enterprise customers for whom security is a fundamental "must have" requirement.
Sub-sector:
CFO Tech Stack
Stage:
Early
Description:
Trovata is a cash management platform that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Logistics is one of the single largest industries in the world ($8-12T globally, $2T in the US). A single percent of improvement drives profound change to every corner of the world -- from the cost of our goods, to the livelihoods of local communities, to even the impact on our environment. At TruckSmarter, we believe that to transform the industry, we must focus first on truck drivers. Trucks move 71% of freight in America & represent nearly 6% of the American workforce. However, despite the industry being one of the greatest levers of innovation throughout history, it is still deeply fragmented & structurally misaligned. Our mission is to empower truck driver's lives &, by doing so, build the future of the industry.
Sub-sector:
Enterprise AI Enablement
Stage:
Early
Description:
Truewind is AI-powered Bookkeeping and Financial Modeling for Startups. Through a combination of artificial intelligence and concierge service, we deliver a delightful financial back office experience to fast-growing companies. Reliable bookkeeping, detailed financial models, built exclusively for startups. We are a San Francisco-based startup backed by Y Combinator.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Turbine Finance (f.k.a. Causeway Finance) will provide liquidity on appreciated LPAs, by lending at ~20-40% LTV based on AI driven underwriting. Turbine Finance partners with GPs and embeds in the funds flow, leading to fractionalized sale of existing positions at a GP discretion.
Sub-sector:
Enterprise AI Enablement
Stage:
Growth
Description:
Unqork is a “no code” enterprise application platform that helps large companies build, deploy, and manage complex applications without writing a single line of code. The company enables enterprises to accelerate DevOps, cloud migration, proprietary application and integration framework development faster, with higher quality, and lower upfront/ongoing costs than conventional approaches.
Sub-sector:
BankTech
Stage:
Early
Description:
Vaya is an embedded lending provider, which enables digital platforms to offer credit to their SMB customers.
Sub-sector:
InsurTech
Stage:
Early
Description:
Vellum is a reinsurance software platform seeking to transform how reinsurers and insurers manage reinsurance capacity within the $500B+ market. Vellum will provide a data and analytics platform for carriers and reinsurers that empowers them to better identify and manage risks in their portfolio, driving improved returns and reduced operational cost.
Sub-sector:
BankTech
Stage:
Early
Description:
Venn (f.k.a. Vault) is building the smartest bank account for Canadian startups and SMBs. Canadian businesses want freedom, trust, and support for their business, especially in the early days. We are fixing this. Vault is the first all-in-one business account that trusts Canadian business owners and will allow them to get up and running in
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Growth
Description:
Vestwell is digital retirement platform designed to create a retirement plan for employees. The company's platform offers automated retirement investing options for ria's depending on the rules and regulations and other defined contributions to companies and their employees, enabling advisers to engage with their clients with compliance and automation.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
VRGL provides institutional-grade analytics and automated data extraction to empower wealth management firms to accelerate the Client Acquisition, Proposal Management & Retention process (“CAPM & R”). By giving clients a complete view of their consolidated investment picture, VRGL enables advisors to quickly demonstrate how and why they add value. VRGL scores a client’s entire portfolio across 5 pillars: performance, risk, diversification, taxes and fees. This quantitative scoring system presented at the front end of conversations decreases the time and cost associated with lengthy prospecting so advisors can accelerate time to new revenue and retention of existing AUM. Founded by pioneers of the institutional wealth management industry, VRGL’s technology lets advisors seamlessly aggregate all client investment data and provides a no-touch analytics package allowing the advisor to contextualize their own investment offerings and advice.
Sub-sector:
Vertical FinTech
Stage:
Early
Description:
Wholesail is a technology startup that builds software to connect wholesalers and their buyers. The company’s first product is an automated invoicing, payment and communication platform that integrates with the accounting systems of wholesale sellers to allow them to get paid faster and decrease losses.
Sub-sector:
B2B Payments
Stage:
Early
Description:
Yaspa uses open banking to create powerful tools that streamline every aspect of your payment operations, including payment acceptance, payouts, and reconciliation of funds.
Exited
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
Yieldx is an end-to-end digital platform with smart workflows, AI-powered analytics and a reimagined user experience for financial professionals and investors in the fixed income markets.
Sub-sector:
Asset/Wealth Mgmt. & Capital Mkt.
Stage:
Early
Description:
What's the social impact of your investments? YourStake (yourstake.org) lets you know if the companies you invest in are profiting off of climate change, promoting racial/gender equality, or fueling animal cruelty. Our software solution provides investment advisors with social impact data, analytics, and visualizations to guide their clients towards more impactful investment portfolios. We are a mission-driven, 2-year-old startup based in Brooklyn, NY that is bringing the impact investing movement to scale.