MoneyView
Venture Round in 2024
MoneyView is a financial management application designed to help users track and organize expenses, bills, and account balances. It utilizes SMS data to derive financial information, providing users with real-time visibility of their finances. In addition to expense management, MoneyView offers services related to personal loans, allowing users to check their loan eligibility and access low-interest loans through a completely paperless process. The platform emphasizes user-friendly financial management by enabling customers to track their spending while offering flexible repayment terms on loans. Through these comprehensive services, MoneyView aims to enhance users' overall financial awareness and facilitate better money management.
Monzo
Venture Round in 2024
Monzo is a digital bank that operates primarily through its mobile application, offering a range of banking services including current, savings, and business accounts, as well as overdrafts and loans. It provides real-time spending updates, categorized transactions, budgeting tools, and instant transaction notifications. Monzo's unique features include 'Pots', sub-accounts for saving towards specific goals, and Monzo Plus, a premium subscription service offering additional benefits. The company, founded in 2015 and based in London, aims to serve customers who prefer managing their finances digitally, without the need for physical branches.
Anyfin AB is a financial technology company based in Stockholm, Sweden, founded in 2017. It offers a loan refinancing platform that helps users improve the terms and rates of their existing loans. The company utilizes artificial intelligence and mobile technology, allowing users to refinance by simply taking a photo of their loan statements. By leveraging consumer data and payment history, Anyfin aims to help clients, particularly those with good credit ratings, reduce their interest costs without extending their repayment periods. The company focuses on providing fair and transparent financial services, initially addressing high interest and fees associated with loans and credit cards. Since its inception, Anyfin has expanded its offerings to include tools for tracking subscriptions and budgeting, enhancing users' overall financial management and encouraging better financial futures.
Shivalik Small Finance Bank
Venture Round in 2022
Shivalik Small Finance Bank is a technology-driven financial institution that aims to serve small and underserved customer segments by offering digitally focused and affordable banking products. Utilizing a cloud-based architecture powered by Infosys Finacle Core Banking and Digital Banking Suite, the bank delivers services with agility and efficiency. It is integrated with all retail payment platforms, including UPI, IMPS, NEFT, and RTGS, and is a direct member of the National Financial Switch. As of March 31, 2021, Shivalik Small Finance Bank had a deposit base of Rs 1245 Crores and total advances of Rs 805 Crores, serving over 4.5 lakh unique customers, including 15,000 self-help groups. The bank operates through 31 branches and over 250 banking agents across Uttar Pradesh, Madhya Pradesh, Delhi, and Uttarakhand. Additionally, it acts as a corporate agent for various insurance products from reputable companies such as New India Assurance and Bajaj Allianz.
Copper Financial Network
Series C in 2022
Copper is a technology company specializing in secure digital asset custody and portfolio management for institutional investors. Established in 2001, it offers a robust infrastructure that includes a secure wallet architecture, available as a standalone application, mobile app, and browser extension for smart contract signing. Copper's ClearLoop network enables off-exchange trading and settlement at tier-1 digital asset exchanges, further enhancing the security and efficiency of asset management. The company is headquartered in Lenexa, Kansas, and operates as a broker-dealer and registered investment advisor, with its assets managed by the executive team.
Jify is a fintech company dedicated to enhancing employee financial wellness by offering access to earned salaries and a suite of money management tools. The platform is designed to promote financial resilience among workers by allowing them to access their earnings in real-time. Jify's services include features for budgeting, tracking expenses, and providing financial education and coaching. By enabling employees to instantly manage their pay, Jify aims to foster long-term financial health and stability within the workforce.
MoneyView
Series D in 2022
MoneyView is a financial management application designed to help users track and organize expenses, bills, and account balances. It utilizes SMS data to derive financial information, providing users with real-time visibility of their finances. In addition to expense management, MoneyView offers services related to personal loans, allowing users to check their loan eligibility and access low-interest loans through a completely paperless process. The platform emphasizes user-friendly financial management by enabling customers to track their spending while offering flexible repayment terms on loans. Through these comprehensive services, MoneyView aims to enhance users' overall financial awareness and facilitate better money management.
Monzo is a digital bank that operates primarily through its mobile application, offering a range of banking services including current, savings, and business accounts, as well as overdrafts and loans. It provides real-time spending updates, categorized transactions, budgeting tools, and instant transaction notifications. Monzo's unique features include 'Pots', sub-accounts for saving towards specific goals, and Monzo Plus, a premium subscription service offering additional benefits. The company, founded in 2015 and based in London, aims to serve customers who prefer managing their finances digitally, without the need for physical branches.
Monarch Money
Series A in 2022
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. The platform aims to help consumers plan and manage their financial lives and adds all the transactions, across all bank accounts and credit cards, into one list, and creates a budget to understand where the money is going.
FlyFin AI
Seed Round in 2021
FlyFin AI is a consumer-focused startup that specializes in automating financial management, particularly for freelancers and self-employed individuals. The company has developed a tax optimization platform that simplifies the tax filing process by utilizing artificial intelligence to identify potential tax deductions. FlyFin's technology seamlessly integrates with various expense accounts, significantly reducing the workload associated with tax preparation. By offering intuitive expense tracking, automated tax calculations, and personalized tax advice, FlyFin enables users to maximize their deductions and save valuable time in managing their finances.
Anyfin AB is a financial technology company based in Stockholm, Sweden, founded in 2017. It offers a loan refinancing platform that helps users improve the terms and rates of their existing loans. The company utilizes artificial intelligence and mobile technology, allowing users to refinance by simply taking a photo of their loan statements. By leveraging consumer data and payment history, Anyfin aims to help clients, particularly those with good credit ratings, reduce their interest costs without extending their repayment periods. The company focuses on providing fair and transparent financial services, initially addressing high interest and fees associated with loans and credit cards. Since its inception, Anyfin has expanded its offerings to include tools for tracking subscriptions and budgeting, enhancing users' overall financial management and encouraging better financial futures.
Monarch Money
Seed Round in 2021
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. The platform aims to help consumers plan and manage their financial lives and adds all the transactions, across all bank accounts and credit cards, into one list, and creates a budget to understand where the money is going.
Rocket Money
Series D in 2021
Rocket Money, formerly known as Truebill, Inc., is a financial management application that helps users track and manage their subscriptions and recurring bills. Launched in 2015 and based in San Francisco, the platform allows users to connect their bank accounts or credit card statements to gain a comprehensive view of their spending. Users can easily identify unwanted subscriptions and cancel them with just a few clicks. Additionally, Rocket Money monitors financial statements, providing monthly digests and important alerts about changes in payment amounts. This service aims to enhance users' financial health by optimizing spending and reducing unnecessary expenses.
Monzo is a digital bank that operates primarily through its mobile application, offering a range of banking services including current, savings, and business accounts, as well as overdrafts and loans. It provides real-time spending updates, categorized transactions, budgeting tools, and instant transaction notifications. Monzo's unique features include 'Pots', sub-accounts for saving towards specific goals, and Monzo Plus, a premium subscription service offering additional benefits. The company, founded in 2015 and based in London, aims to serve customers who prefer managing their finances digitally, without the need for physical branches.
Monzo is a digital bank that operates primarily through its mobile application, offering a range of banking services including current, savings, and business accounts, as well as overdrafts and loans. It provides real-time spending updates, categorized transactions, budgeting tools, and instant transaction notifications. Monzo's unique features include 'Pots', sub-accounts for saving towards specific goals, and Monzo Plus, a premium subscription service offering additional benefits. The company, founded in 2015 and based in London, aims to serve customers who prefer managing their finances digitally, without the need for physical branches.
Anyfin AB is a financial technology company based in Stockholm, Sweden, founded in 2017. It offers a loan refinancing platform that helps users improve the terms and rates of their existing loans. The company utilizes artificial intelligence and mobile technology, allowing users to refinance by simply taking a photo of their loan statements. By leveraging consumer data and payment history, Anyfin aims to help clients, particularly those with good credit ratings, reduce their interest costs without extending their repayment periods. The company focuses on providing fair and transparent financial services, initially addressing high interest and fees associated with loans and credit cards. Since its inception, Anyfin has expanded its offerings to include tools for tracking subscriptions and budgeting, enhancing users' overall financial management and encouraging better financial futures.
Skeps
Funding Round in 2020
Skeps is a technology company that provides a modular suite of products aimed at merchants and lenders to enhance the identification of credit solutions for customers. Founded in 2018 and headquartered in the U.S. with offices in India, Skeps utilizes private blockchain technology to facilitate the simultaneous evaluation of multiple financing options, thereby reducing declines and improving the overall customer experience. The company's offerings are designed to be integrated into the client's environment, providing access to rich data that enables the creation of highly customized customer offers while adhering to privacy guidelines. By focusing on point-of-sale financing, Skeps helps businesses offer payment flexibility, allowing them to stay competitive in a rapidly evolving digital landscape.
Monzo is a digital bank that operates primarily through its mobile application, offering a range of banking services including current, savings, and business accounts, as well as overdrafts and loans. It provides real-time spending updates, categorized transactions, budgeting tools, and instant transaction notifications. Monzo's unique features include 'Pots', sub-accounts for saving towards specific goals, and Monzo Plus, a premium subscription service offering additional benefits. The company, founded in 2015 and based in London, aims to serve customers who prefer managing their finances digitally, without the need for physical branches.
Anyfin AB is a financial technology company based in Stockholm, Sweden, founded in 2017. It offers a loan refinancing platform that helps users improve the terms and rates of their existing loans. The company utilizes artificial intelligence and mobile technology, allowing users to refinance by simply taking a photo of their loan statements. By leveraging consumer data and payment history, Anyfin aims to help clients, particularly those with good credit ratings, reduce their interest costs without extending their repayment periods. The company focuses on providing fair and transparent financial services, initially addressing high interest and fees associated with loans and credit cards. Since its inception, Anyfin has expanded its offerings to include tools for tracking subscriptions and budgeting, enhancing users' overall financial management and encouraging better financial futures.
Skeps is a technology company that provides a modular suite of products aimed at merchants and lenders to enhance the identification of credit solutions for customers. Founded in 2018 and headquartered in the U.S. with offices in India, Skeps utilizes private blockchain technology to facilitate the simultaneous evaluation of multiple financing options, thereby reducing declines and improving the overall customer experience. The company's offerings are designed to be integrated into the client's environment, providing access to rich data that enables the creation of highly customized customer offers while adhering to privacy guidelines. By focusing on point-of-sale financing, Skeps helps businesses offer payment flexibility, allowing them to stay competitive in a rapidly evolving digital landscape.
MoneyView
Series C in 2018
MoneyView is a financial management application designed to help users track and organize expenses, bills, and account balances. It utilizes SMS data to derive financial information, providing users with real-time visibility of their finances. In addition to expense management, MoneyView offers services related to personal loans, allowing users to check their loan eligibility and access low-interest loans through a completely paperless process. The platform emphasizes user-friendly financial management by enabling customers to track their spending while offering flexible repayment terms on loans. Through these comprehensive services, MoneyView aims to enhance users' overall financial awareness and facilitate better money management.
Monzo is a digital bank that operates primarily through its mobile application, offering a range of banking services including current, savings, and business accounts, as well as overdrafts and loans. It provides real-time spending updates, categorized transactions, budgeting tools, and instant transaction notifications. Monzo's unique features include 'Pots', sub-accounts for saving towards specific goals, and Monzo Plus, a premium subscription service offering additional benefits. The company, founded in 2015 and based in London, aims to serve customers who prefer managing their finances digitally, without the need for physical branches.
Anyfin AB is a financial technology company based in Stockholm, Sweden, founded in 2017. It offers a loan refinancing platform that helps users improve the terms and rates of their existing loans. The company utilizes artificial intelligence and mobile technology, allowing users to refinance by simply taking a photo of their loan statements. By leveraging consumer data and payment history, Anyfin aims to help clients, particularly those with good credit ratings, reduce their interest costs without extending their repayment periods. The company focuses on providing fair and transparent financial services, initially addressing high interest and fees associated with loans and credit cards. Since its inception, Anyfin has expanded its offerings to include tools for tracking subscriptions and budgeting, enhancing users' overall financial management and encouraging better financial futures.
Quiklo is a micro-lending platform that specializes in providing collateral-free loans for education to individuals lacking traditional credit histories or CIBIL scores. The company has developed a proprietary Credit Risk Engine that utilizes over 1,000 data points, including information from non-traditional and alternate sources, to create a comprehensive underwriting and management strategy. Quiklo aims to serve a segment of the population that is often overlooked but equally aspirational and creditworthy as those with established credit profiles. By leveraging advanced technology, Quiklo facilitates quick loan approvals, enabling students to explore various educational financing options and receive funding within a day.
Quiklo is a micro-lending platform that specializes in providing collateral-free loans for education to individuals lacking traditional credit histories or CIBIL scores. The company has developed a proprietary Credit Risk Engine that utilizes over 1,000 data points, including information from non-traditional and alternate sources, to create a comprehensive underwriting and management strategy. Quiklo aims to serve a segment of the population that is often overlooked but equally aspirational and creditworthy as those with established credit profiles. By leveraging advanced technology, Quiklo facilitates quick loan approvals, enabling students to explore various educational financing options and receive funding within a day.
MoneyView
Venture Round in 2016
MoneyView is a financial management application designed to help users track and organize expenses, bills, and account balances. It utilizes SMS data to derive financial information, providing users with real-time visibility of their finances. In addition to expense management, MoneyView offers services related to personal loans, allowing users to check their loan eligibility and access low-interest loans through a completely paperless process. The platform emphasizes user-friendly financial management by enabling customers to track their spending while offering flexible repayment terms on loans. Through these comprehensive services, MoneyView aims to enhance users' overall financial awareness and facilitate better money management.
Quiklo is a micro-lending platform that specializes in providing collateral-free loans for education to individuals lacking traditional credit histories or CIBIL scores. The company has developed a proprietary Credit Risk Engine that utilizes over 1,000 data points, including information from non-traditional and alternate sources, to create a comprehensive underwriting and management strategy. Quiklo aims to serve a segment of the population that is often overlooked but equally aspirational and creditworthy as those with established credit profiles. By leveraging advanced technology, Quiklo facilitates quick loan approvals, enabling students to explore various educational financing options and receive funding within a day.
MoneyView
Venture Round in 2015
MoneyView is a financial management application designed to help users track and organize expenses, bills, and account balances. It utilizes SMS data to derive financial information, providing users with real-time visibility of their finances. In addition to expense management, MoneyView offers services related to personal loans, allowing users to check their loan eligibility and access low-interest loans through a completely paperless process. The platform emphasizes user-friendly financial management by enabling customers to track their spending while offering flexible repayment terms on loans. Through these comprehensive services, MoneyView aims to enhance users' overall financial awareness and facilitate better money management.
MoneyView
Venture Round in 2014
MoneyView is a financial management application designed to help users track and organize expenses, bills, and account balances. It utilizes SMS data to derive financial information, providing users with real-time visibility of their finances. In addition to expense management, MoneyView offers services related to personal loans, allowing users to check their loan eligibility and access low-interest loans through a completely paperless process. The platform emphasizes user-friendly financial management by enabling customers to track their spending while offering flexible repayment terms on loans. Through these comprehensive services, MoneyView aims to enhance users' overall financial awareness and facilitate better money management.
LearnVest
Series D in 2014
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.
LearnVest
Series C in 2013
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.
Prosper Marketplace
Series A in 2013
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Lenddo International, established in 2011, operates an online platform enabling users to leverage their social network reputation for accessing local financial services. Headquartered in Hong Kong with offices in the Philippines, Colombia, and New York, Lenddo serves customers in Colombia and the Philippines, offering loans for education, debt consolidation, appliances, medical expenses, home improvements, or small businesses. It uses data from users' online social connections to assess creditworthiness, making financial services more accessible. As of October 2017, Lenddo operates as a subsidiary of EFL Global Ltd.
LearnVest
Series B in 2011
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.
Prosper Marketplace
Series E in 2011
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Prosper Marketplace
Series D in 2010
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
LearnVest
Series A in 2010
LearnVest, Inc. is a personal finance and lifestyle company focused on empowering women to manage their finances effectively. Launched in 2009 and based in New York, LearnVest offers a comprehensive website and mobile application that provide valuable resources, tools, and support tailored to women's financial needs. Users can access informative articles, interactive checklists, and financial planning services, which include budgeting, expense tracking, and strategies for managing various financial obligations, such as student loans. The platform enables users to classify transactions, build custom budgets, and connect with financial planners through a subscription model. By fostering a collaborative community, LearnVest aims to educate women on personal finance while addressing everyday financial challenges in an engaging and accessible manner.
Prosper Marketplace
Venture Round in 2010
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Prosper Marketplace
Series C in 2007
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Prosper Marketplace
Series B in 2006
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Prosper Marketplace
Series A in 2005
Prosper Marketplace Inc. is a peer-to-peer online credit marketplace based in San Francisco, California, founded in 2005. The company facilitates connections between individuals seeking consumer loans and those willing to invest in these loans, including both individuals and institutions. Prosper’s platform offers a range of fixed-rate, amortizing, and unsecured personal loans, all characterized by transparency, low fees, and no prepayment penalties. By utilizing a data-driven underwriting model, Prosper enables borrowers to access affordable loans while providing investors with the opportunity to earn competitive returns. The marketplace aims to create financial benefits for both borrowers and investors in a straightforward and efficient manner.
Monarch Money is a subscription-based platform that provides a personal finance program to track expenses. The platform aims to help consumers plan and manage their financial lives and adds all the transactions, across all bank accounts and credit cards, into one list, and creates a budget to understand where the money is going.