American Express, established in 1850, is a global financial services company headquartered in New York. It specializes in charge and credit card payment products, travel services, and expense management tools for consumers and businesses worldwide. The company operates through three segments: Global Consumer Services, Global Commercial Services, and Global Merchant and Network Services. American Express Ventures, its strategic investment arm, invests in innovative startups to enhance the company's core capabilities and accelerate growth in consumer commerce and B2B services, with a focus on mobile, consumer payments, marketplaces, lending, loyalty, and digital marketing products, as well as B2B services like business payments and process automation.
Vice President and General Manager of Global Merchant Services Asia
Anatoly Kvitnitsky
Director / Principal
Margaret Lim
Managing Director
Brett Mooney
President and CEO of Amex Bank of Canada and Amex Canada
Mona Pezeshki
Investment Manager
Ope Runsewe
Managing Director
Parin Shah
Investment Director
Anirudh Singh
Investment Manager
Matt Sueoka
Vice President and Head of Digital Strategy and Strategic Partnerships
Michal Edelman Tepper
Investment Manager
Kevin Tsang
Managing Director
205 past transactions
Blackbird
Series B in 2025
Blackbird Labs is a web3 hospitality technology platform founded in 2022 by Ben Leventhal and based in New York, United States. The company focuses on directly connecting restaurants with their customers through loyalty and membership services. By leveraging innovative software solutions, Blackbird Labs aims to enhance the dining experience, facilitating meaningful and ongoing interactions between restaurants and their guests. The platform is designed to transform how hospitality businesses engage with their clientele, ultimately elevating customer satisfaction and loyalty.
Center
Acquisition in 2025
Center is a software company that provides solutions to help businesses manage employee spending and improve operational efficiency. Its primary offering, Center Expense, is an integrated corporate card and expense management system designed for small and medium-sized enterprises. This solution enables companies to gain visibility into their spending, streamline operations, and enhance compliance. Additionally, Center offers web development, cloud, and project management services, aiming to deliver real-time insights to finance teams for informed decision-making.
Moderne
Series B in 2025
Moderne is a developer of a code refactoring platform that focuses on automating the maintenance and improvement of software code. With the increasing complexity and volume of code, including the prevalence of third-party components, Moderne's platform addresses challenges in software maintenance by automating updates and repairs. It helps clients manage codebases of hundreds of millions of lines, enabling them to swiftly implement fixes for security defects, upgrade existing code, and enhance overall code quality. By improving visibility into the source code running in production environments, Moderne assists organizations in eliminating vulnerable patterns and ensuring their applications remain secure and efficient.
Torch
Venture Round in 2025
Torch Dental offers an all-in-one technology platform that addresses the supply ordering and inventory management needs of dental practices. By digitizing and optimizing traditional manual processes, Torch Dental simplifies the ordering experience for dental professionals. This allows dentists to dedicate more time to patient care rather than administrative tasks. The company's focus is on enhancing operational efficiency within dental practices, ultimately benefiting both practitioners and their patients.
BILT
Series B in 2024
BILT is a mobile application that offers 3D interactive instructions for product assembly and installation. Launched in 2015 and based in Grapevine, Texas, BILT enhances the user experience by providing step-by-step guidance, including necessary tools and parts overview. The app also allows consumers to review products and assign a Net Promoter Score (NPS) based on their experiences. This innovative approach has been shown to improve NPS, star ratings, product registrations, and brand loyalty while simultaneously reducing return rates, customer support inquiries, assembly time, and errors. Additionally, BILT supports manufacturers in their sustainability initiatives by minimizing the use of paper instructions and registration cards. The application also equips brands with valuable analytics, transforming the way companies engage with their consumers.
Ideal Data Labs
Seed Round in 2024
We are a group of highly skilled AI entrepreneurs building the next generation of ultra smart AI tools while keeping ourselves on top of AI R&D! We also provide consulting services for a few select clients on our portfolio, but that's a secondary business stream.
Cardless
Venture Round in 2024
Cardless offers a platform that enables businesses to create and manage integrated credit card experiences. The service streamlines application processing, customer support, and account management, ensuring a user-friendly experience. It connects customers with brands, allowing users to track purchases, make payments, and choose rewards. Additionally, Cardless provides brands with the ability to reward loyal customers through points that can be redeemed for experiences, merchandise, and exclusive offers. This dual focus on customer engagement and financial management helps clients effectively oversee their financial accounts while enhancing brand loyalty.
MindTrip
Seed Round in 2024
Mindtrip is a technology company that specializes in AI-driven travel assistance. It offers a platform that provides personalized travel experiences, allowing users to ask questions in natural language to receive tailored suggestions for places to visit, real-time availability data, and organized itineraries.
Sedric.ai
Series A in 2024
Sedric is a compliance excellence platform tailored for fintech companies, focusing on enhancing risk management and regulatory compliance. Utilizing AI for real-time monitoring and analysis, Sedric captures and assesses customer interactions across various channels, including voice, chat, email, and social media. This technology allows compliance teams to swiftly implement new laws and regulations, prioritizing high-value events that could impact the business. By extracting nuanced language understanding and contextual signals, Sedric helps clients identify and mitigate potential compliance and privacy violations, ultimately reducing regulatory threats and monitoring costs while fostering business growth.
Hip Mobility
Venture Round in 2024
HQ delivers the technology that powers ground transportation with our unparalleled ride booking, billing, and payment platform. HQ caters to a wide range of mobility services, from private taxis and chauffeured cars to ride-sharing and corporate shuttles. It was founded in 2021 and is located in New York, New York.
Superlogic
Venture Round in 2024
Superlogic is a developer of a blockchain-based platform focused on the music industry, specializing in Non-Fungible Tokens (NFTs). The platform allows users to purchase NFTs at low costs or even for free, while promoting environmentally, socially, and governance-friendly business practices. Superlogic targets conscious music consumers and facilitates transactions using credit or debit cards in various currencies, including fiat, cryptocurrencies, and stablecoins. This innovative approach aims to enhance accessibility and engagement within the music community.
DUST Identity
Series B in 2023
DUST Identity, Inc. specializes in developing an authentication system that employs nano-diamonds to create an unclonable identity layer on various objects for supply chains. This technology, known as DUST, links physical items to their digital records, allowing for secure verification and authentication. The company also offers an optical scanner and a cloud-based infrastructure that facilitates access to object identity and provenance information. Founded in 2011 and headquartered in Framingham, Massachusetts, with an additional office in Princeton, New Jersey, DUST Identity aims to ensure that trusted data and verifiable products can be traced throughout their lifecycle, thus enhancing safety and reliability in product sourcing, testing, and certification.
Candex
Series B in 2023
Candex Ltd. is a provider of recruitment and fintech solutions that streamline procurement processes for large organizations. Based in San Francisco, the company offers a comprehensive platform that facilitates the management of recruitment supply chains and vendor payments. Candex's offerings include a sourcing and vendor management tool, as well as a web-based platform that integrates seamlessly with existing e-procurement systems and requires no extensive setup. This platform enables businesses to efficiently manage payments to a wide range of small suppliers, simplifying tax and regulatory compliance across borders and currencies. By handling the complexities of vendor management, Candex allows clients to focus on their core operations, ultimately achieving greater efficiency and reducing friction in their procurement activities. Established in 2010, Candex continues to evolve its solutions to meet the needs of organizations worldwide.
Handle
Venture Round in 2023
Handle, Inc. is a software company that specializes in managing personal workflows through an integrated application. The software facilitates collaboration across to-do lists, emails, and calendars to streamline task management. Handle's technology is particularly focused on the construction industry, providing solutions for credit and finance teams within Fortune 500 material suppliers and contractors. The platform addresses challenges such as late payments and access to capital by automating tasks related to lien management, deadline tracking, and document management. This enables clients to expedite payments to contractors and suppliers. Founded in 2011 and based in La Jolla, California, Handle was previously known as handl, inc. before rebranding in 2012.
Sensible Weather
Venture Round in 2023
Sensible Weather is a climate risk technology company focused on mitigating the impact of adverse weather on travelers and travel partners. It provides a partner-branded Weather Guarantee service that automatically reimburses travelers when their experiences are disrupted by bad weather. Utilizing its proprietary climate data and risk analytics platform, Sensible Weather calculates Weather Guarantee pricing in real-time, which not only enhances the travel experience but also generates additional revenue for its partners. The company's insights offer valuable climate information and change projections, enabling users to stay informed about weather conditions and make better decisions for their travel and event planning.
Odeko
Series D in 2023
Odeko, Inc. is a software company that specializes in inventory and supply chain management solutions tailored for coffee retailers, including cafes and bakeries. Founded in 2019 and based in New York, Odeko’s platform provides tools for inventory tracking, order fulfillment, and customer engagement, helping small business owners streamline their operations. The software utilizes data analytics and artificial intelligence to analyze sales trends and create automated ordering models, which assist retailers in reducing waste and increasing sales. By integrating with various payment systems and delivery services, Odeko enhances the operational efficiency of its clients, enabling them to compete effectively in the market.
Rock The Bells
Series B in 2023
Rock The Bells is a multifaceted hip-hop brand dedicated to celebrating and amplifying classic hip-hop culture. The company operates an online store that offers exclusive merchandise and curated news, while also organizing festivals that honor legendary artists. By fostering a vibrant community of hip-hop enthusiasts, Rock The Bells ignites passion for the genre's golden age through iconic collaborations and engaging experiences.
Junior Achievement USA
Grant in 2023
Junior Achievement USA is a youth organization. They are either part of a district or school for educational materials or part of a business. They provide services to the business community, educators, and volunteers. They support the business community. They conduct programs for entrepreneurship and financial literacy. They invited representatives of local programs to participate in contests. The volunteers teach local middle school students about business and personal finance.
Shef
Series B in 2023
Shef, Inc. is a homemade food marketplace that connects local cooks with consumers seeking authentic, home-cooked meals. Founded in 2019 and headquartered in Redwood City, California, the platform allows users to order meals prepared by certified chefs from various cultural backgrounds. Operating in seven major markets, including San Francisco, New York, Seattle, Chicago, and Los Angeles, Shef aims to empower local cooks to earn a meaningful income while offering consumers access to healthy and affordable dining options. The company focuses on promoting economic empowerment and cultural inclusivity through its diverse meal offerings.
Trust & Will
Venture Round in 2023
Trust & Will is an online platform that simplifies estate planning by providing attorney-approved, legally valid documents tailored to individual state guidelines. Founded in 2017 and headquartered in San Diego, California, the company has assisted hundreds of thousands of members in creating estate plans or settling the estates of their loved ones. The platform offers an easy, fast, and secure way to establish wills, trusts, and other legal documents, allowing clients to save on legal fees while ensuring their wishes are properly documented. Trust & Will employs bank-level encryption to protect customer data and adheres to high security standards, including SOC 2 and HIPAA compliance. The company is recognized as the official estate planning benefit provider for AARP members and collaborates with various leading financial institutions to promote its mission of helping families leave their legacies.
Nipendo
Acquisition in 2023
Nipendo Ltd. operates a cloud-based platform designed to enhance communication and collaboration between buyers and suppliers, catering primarily to large and medium-sized businesses. Founded in 2003 and based in Netanya, Israel, the company focuses on automating purchase-to-pay and accounts payable processes. Its platform employs machine learning and AI technologies to streamline supply chain operations, enabling features such as process governance, audit compliance, and automated invoice reconciliation. By offering a scalable trading-partner network, Nipendo facilitates electronic procurement and invoicing, thereby removing barriers to widespread deployment. The company’s solutions also include supply chain financing and dynamic discounting, aimed at optimizing financial transactions between enterprises and their suppliers.
Selfbook
Venture Round in 2022
Selfbook provides a technology-driven payment platform that simplifies and secures the hotel booking process. By enabling one-tap payments, the platform supports all major credit and debit cards, as well as digital wallets and alternative payment methods. Selfbook aims to remove barriers to direct bookings, allowing hotels to enhance their booking flow and increase revenue. The solution unifies the payment process and connects with existing reservation systems, making it easier for hotels to capture mobile bookings and improve conversion rates. Ultimately, Selfbook equips hotels with modern e-commerce tools to streamline the direct booking experience for both businesses and customers.
Candex
Series A in 2022
Candex Ltd. is a provider of recruitment and fintech solutions that streamline procurement processes for large organizations. Based in San Francisco, the company offers a comprehensive platform that facilitates the management of recruitment supply chains and vendor payments. Candex's offerings include a sourcing and vendor management tool, as well as a web-based platform that integrates seamlessly with existing e-procurement systems and requires no extensive setup. This platform enables businesses to efficiently manage payments to a wide range of small suppliers, simplifying tax and regulatory compliance across borders and currencies. By handling the complexities of vendor management, Candex allows clients to focus on their core operations, ultimately achieving greater efficiency and reducing friction in their procurement activities. Established in 2010, Candex continues to evolve its solutions to meet the needs of organizations worldwide.
DataGrail
Series C in 2022
DataGrail, Inc. is a privacy management platform provider that helps companies comply with various privacy laws and regulations. Founded in 2018 and based in San Francisco, California, the company's platform allows seamless integration with sales, marketing, and support systems, as well as third-party applications. DataGrail enables organizations to manage personal data effectively by offering complete control over communication preferences and streamlining data export and deletion requests. This functionality reduces the risk of human error and manual processing, making it easier for legal, security, and executive teams to uphold privacy standards. Trusted by notable brands such as Salesforce and MyFitnessPal, DataGrail has established itself as a key player in the privacy management landscape.
Cardless
Venture Round in 2022
Cardless offers a platform that enables businesses to create and manage integrated credit card experiences. The service streamlines application processing, customer support, and account management, ensuring a user-friendly experience. It connects customers with brands, allowing users to track purchases, make payments, and choose rewards. Additionally, Cardless provides brands with the ability to reward loyal customers through points that can be redeemed for experiences, merchandise, and exclusive offers. This dual focus on customer engagement and financial management helps clients effectively oversee their financial accounts while enhancing brand loyalty.
Wonder
Series B in 2022
Wonder is a technology company that specializes in gaming and food delivery services. It offers an all-in-one gaming platform for Android mobile devices, enabling users to play, stream, and share games across various devices. Additionally, Wonder operates a food delivery service using trucks that function as mobile restaurants. Customers order food through a mobile app, and the Wonder trucks drive to a location near the user's home to prepare and deliver fresh meals on-site.
Klasha
Seed Round in 2022
Klasha is a global technology company established in 2021 by Jess Anuna, focused on facilitating seamless financial transactions to and from emerging markets. The company offers a platform and APIs that enable businesses to collect and send payments, as well as hold various currencies, including exotic and hard currencies. Klasha's infrastructure supports enterprise-level clients in managing their cross-border payments efficiently. By allowing international merchants to accept payments from Africa using local payment methods, Klasha enhances the ease of online transactions for customers, enabling them to transact conveniently from their homes. With the capability to handle over 120 currencies, Klasha aims to save merchants both time and money in their payment processes.
Bodeswell
Acquisition in 2022
BodesWell specializes in self-service financial planning software aimed at financial institutions, enabling them to offer planning benefits to individuals who do not have access to an advisor. The company's automated tools assist users in tracking budgets and managing investments, focusing on financial milestones such as purchasing a home, funding education, and preparing for retirement. By integrating BodesWell's solutions into existing online platforms, established financial services companies can effectively reach and support underserved customers. In June 2022, BodesWell was acquired by American Express, further enhancing its capacity to deliver comprehensive financial planning resources.
Trellis Technologies
Venture Round in 2022
Trellis makes insurance easy by meeting consumers where they are–and helping them find the right personal insurance to meet their needs. Powered by consumer-permissioned data, Trellis Connect is a property and casualty pre-fill solution that delivers a simplified user experience, unlocks the full value of data in personal insurance accounts, and protects users’ security and privacy. Trellis Technologies was established in 2019 by Daniel Demetri in San Francisco, California.
Glean AI
Seed Round in 2022
Glean AI is a New York-based company that provides an all-in-one spend management solution tailored for small and mid-market businesses. Utilizing advanced artificial intelligence, Glean analyzes expense drivers and offers detailed insights that are frequently missed by finance teams and budget owners. Its platform not only automates financial processes but also delivers line-item level data analysis, empowering finance teams to achieve significant cost savings. By streamlining invoice payments and reducing manual work, Glean enhances overall financial efficiency, allowing companies to better manage their spending.
Airbase
Venture Round in 2022
Airbase, Inc. is a software development company based in Burlingame, California, founded in 2016. It specializes in spend management software that integrates various financial processes, including accounts payable automation, expense management, vendor payments, and reporting. The platform offers a comprehensive solution that combines pre-approval workflows, physical and virtual corporate cards, and automated accounting functions. This all-in-one approach aims to provide growing companies with enhanced control and visibility over their spending, streamline payment processes, and simplify purchasing for employees.
Finmark
Seed Round in 2022
Finmark is a financial planning software company based in Raleigh, North Carolina, founded in 2020 by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups, enabling them to efficiently handle their runway, hiring plans, and cash flow. By transforming complex financial concepts into an intuitive interface, Finmark allows companies to easily create, update, and share their financial metrics. This functionality supports startups at various stages, from pre-revenue to pre-IPO, facilitating team alignment, collaboration, and cost reduction. Through its user-friendly approach, Finmark empowers founders and firms to build and manage their financial strategies effectively.
Pinwheel
Series B in 2022
Pinwheel is the market-leading payroll data connectivity platform. Fintechs and financial institutions alike trust Pinwheel to access the data and controls within traditional and non-traditional payroll platforms to update direct deposits, streamline income and employment verification, improve underwriting, power earned wage access, and build innovative new products. With consumer permissioning, Pinwheel connects to the majority of these providers, covering over 1,400+ platforms and nearly 80% of anyone receiving a paycheck in the US, to enable market-leading fintechs, like Block (formerly Square), to easily access and update the payroll data of more than 100 million US-based employed people. Pinwheel is the only provider that handles both direct deposit switching and the provision of income and employment data to be Consumer Reporting Agency (CRA) compliant with the Fair Credit Reporting Act (FCRA). To learn more, visit www.pinwheelapi.com.
Philanthropi
Venture Round in 2021
Philanthropi is a technology-driven company founded in 2018 and based in Philadelphia, Pennsylvania, that focuses on enhancing philanthropic efforts for organizations. It operates a philanthropic marketplace designed to engage users in charitable activities by providing tools to visualize and measure the impact of their contributions. The platform encourages everyday acts of philanthropy, facilitating both internal and external charitable giving. By leveraging technology, Philanthropi aims to create a social environment that educates and motivates individuals to actively participate in their communities and understand the significance of their charitable actions.
Skipify
Series A in 2021
Skipify is a California-based technology company focused on enhancing the e-commerce experience by reducing friction in the shopping process. The company offers a platform that integrates with existing email providers, allowing shoppers to make purchases directly from blog posts, reviews, and product links. This innovation streamlines the checkout process by connecting shoppers with their payment options, rewards, and points, thereby minimizing abandoned carts and improving overall customer satisfaction. Additionally, Skipify's solution supports merchants in strengthening their relationships with customers and increasing affiliate and partner conversion rates.
Firework
Venture Round in 2021
Firework provides video commerce solutions designed for websites, applications, and retail environments. The company operates a storytelling platform that facilitates live streaming videos directly on websites. This platform includes features such as in-video shopping, lead generation, and live-streaming events. Additionally, it allows brands to import and edit videos, enhancing their ability to engage and convert visitors on their websites. Through these offerings, Firework aims to enrich the online shopping experience and drive customer interaction.
Spotnana
Series A in 2021
Spotnana is a travel platform that aims to modernize the infrastructure of the travel industry, enhancing the experience for both corporations and consumers. Its innovative Travel-as-a-Service platform simplifies and reduces costs associated with travel, while also modernizing the way travel suppliers manage and sell their inventory. By doing so, Spotnana enables companies to offer superior global travel experiences to their customers, fostering transparency and trust in the travel process. The platform is designed to connect people and make travel more accessible and efficient for everyone.
Plaid
Series D in 2021
Plaid Inc. is a technology company that facilitates the connection between consumers' bank accounts and applications, aiming to democratize financial services through advanced technological solutions. Founded in 2012 and headquartered in San Francisco, it provides a comprehensive suite of APIs that enable developers to create financial products connecting users with traditional financial institutions. Plaid's offerings include tools for accessing transaction history and balance data, authenticating bank accounts for payments, verifying identities, and confirming real-time account balances and income. These products support various applications in personal finances, consumer payments, lending, banking, and business finance. With a focus on enhancing both consumer experiences and developer capabilities, Plaid serves a diverse range of clients, including Fortune 50 companies, positioning itself as a vital infrastructure provider in the digital financial landscape.
Lockstep
Series A in 2021
Lockstep is a financial platform designed to enhance the efficiency of accounting departments by automating interactions with vendors and customers. The platform addresses the challenges of manual data entry, which often leads to errors and inefficiencies in managing accounts receivable and accounts payable. By creating trusted connections between accounting systems, Lockstep enables seamless sharing of accounting data among B2B trading partners. This automation helps to keep financial records synchronized, accelerates payment processes, and improves overall cash flow. Additionally, it allows accounting teams to focus on more strategic tasks, ultimately transforming the way they manage their financial operations.
FalconX
Series C in 2021
FalconX, Ltd. is a cryptocurrency brokerage and digital asset trading platform founded in 2018 and based in San Mateo, California. The company specializes in blockchain technology and fintech, offering clients access to cryptocurrency markets for trading, credit, and clearing. FalconX utilizes data science and machine learning to ensure reliable execution of mid-to-large size trades, smart routing prices across multiple liquidity sources. This approach helps eliminate slippage and hidden fees, making it an attractive option for hedge funds, proprietary trading firms, and other institutional clients seeking efficient and cost-effective trading solutions.
Bodeswell
Convertible Note in 2021
BodesWell specializes in self-service financial planning software aimed at financial institutions, enabling them to offer planning benefits to individuals who do not have access to an advisor. The company's automated tools assist users in tracking budgets and managing investments, focusing on financial milestones such as purchasing a home, funding education, and preparing for retirement. By integrating BodesWell's solutions into existing online platforms, established financial services companies can effectively reach and support underserved customers. In June 2022, BodesWell was acquired by American Express, further enhancing its capacity to deliver comprehensive financial planning resources.
Codat
Series B in 2021
Codat Limited is a London-based company that specializes in financial and accounting software integrations. Established in 2016, Codat operates a universal API platform that facilitates real-time connectivity for software providers and financial institutions. This enables them to create integrated products tailored for small business customers. The platform simplifies the extraction of data from various sources, such as cloud accounting packages and payment terminals, and supports data mapping to improve operational efficiency. By handling the complexities of integrations, Codat allows its clients to concentrate on enhancing their offerings. The company serves a diverse range of sectors, including banking, insurance, and e-commerce, and has a presence in New York, New York. Codat is supported by notable investors, including Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
Trulioo
Series D in 2021
Trulioo is a global leader in identity verification, offering an electronic platform that enables businesses to instantly verify identities, documents, and corporate credentials online. The company's services facilitate compliance with cross-border anti-money laundering and know-your-customer regulations by assessing the risks associated with digital identities. Trulioo combines traditional methods of identity confirmation with social networking technologies to provide a robust solution for verifying identities in the online environment. Through its digital identity network, Trulioo helps businesses mitigate risks while ensuring secure transactions and accurate identity verification.
Extend
Series C in 2021
Extend Inc., established in 2019 and based in San Francisco, specializes in providing extended warranties and protection plans for a wide array of products such as electronics, appliances, furniture, and more. The company offers these services both online and offline, with plans underwritten by various insurance companies. Extend differentiates itself through its API-first approach, enabling merchants to integrate its platform into their existing eCommerce solutions seamlessly. Its intelligent decision engine employs machine learning to optimize warranty offers in real-time, enhancing conversions and revenue generation for merchants. Additionally, Extend stores purchase details and facilitates the claim process, ensuring a smooth customer experience throughout.
Skipify
Series A in 2021
Skipify is a California-based technology company focused on enhancing the e-commerce experience by reducing friction in the shopping process. The company offers a platform that integrates with existing email providers, allowing shoppers to make purchases directly from blog posts, reviews, and product links. This innovation streamlines the checkout process by connecting shoppers with their payment options, rewards, and points, thereby minimizing abandoned carts and improving overall customer satisfaction. Additionally, Skipify's solution supports merchants in strengthening their relationships with customers and increasing affiliate and partner conversion rates.
Candex
Series A in 2021
Candex Ltd. is a provider of recruitment and fintech solutions that streamline procurement processes for large organizations. Based in San Francisco, the company offers a comprehensive platform that facilitates the management of recruitment supply chains and vendor payments. Candex's offerings include a sourcing and vendor management tool, as well as a web-based platform that integrates seamlessly with existing e-procurement systems and requires no extensive setup. This platform enables businesses to efficiently manage payments to a wide range of small suppliers, simplifying tax and regulatory compliance across borders and currencies. By handling the complexities of vendor management, Candex allows clients to focus on their core operations, ultimately achieving greater efficiency and reducing friction in their procurement activities. Established in 2010, Candex continues to evolve its solutions to meet the needs of organizations worldwide.
Halo Investing
Series C in 2021
Halo Investing, Inc. is a financial technology company based in Chicago, Illinois, that operates a multi-issuer platform focused on structured notes. Founded in 2015, the company aims to democratize access to structured notes, a sophisticated investment product typically available only to ultra-high-net-worth individuals. Halo provides advisory services to investment management firms, offering predefined investment strategies, customized note calendars, and portfolio diversification solutions tailored for financial advisors. Its platform enables clients to analyze, purchase, and manage structured notes throughout their lifecycle, enhancing efficiency for both investors and issuing banks. Additionally, Halo Investing manages securities and investment portfolios for individuals, pension plans, and profit-sharing plans.
Orum.io
Series A in 2021
Orum is a financial technology company that provides a platform designed to facilitate real-time money movement and instant payment solutions. Founded in 2019 and headquartered in New York, Orum leverages machine learning and proprietary data science to enhance financial transactions. Its flagship product, Foresight, is an automated programming interface that predicts fund availability and assesses transaction risks, allowing banks and financial institutions to move money instantaneously. By offering a single API integration, Orum enables businesses across various industries to embed its infrastructure, optimizing payment processes for speed, cost, and risk management. The company's innovative approach supports the development of new financial products while ensuring seamless transaction experiences.
Philanthropi
Convertible Note in 2021
Philanthropi is a technology-driven company founded in 2018 and based in Philadelphia, Pennsylvania, that focuses on enhancing philanthropic efforts for organizations. It operates a philanthropic marketplace designed to engage users in charitable activities by providing tools to visualize and measure the impact of their contributions. The platform encourages everyday acts of philanthropy, facilitating both internal and external charitable giving. By leveraging technology, Philanthropi aims to create a social environment that educates and motivates individuals to actively participate in their communities and understand the significance of their charitable actions.
FalconX
Venture Round in 2021
FalconX, Ltd. is a cryptocurrency brokerage and digital asset trading platform founded in 2018 and based in San Mateo, California. The company specializes in blockchain technology and fintech, offering clients access to cryptocurrency markets for trading, credit, and clearing. FalconX utilizes data science and machine learning to ensure reliable execution of mid-to-large size trades, smart routing prices across multiple liquidity sources. This approach helps eliminate slippage and hidden fees, making it an attractive option for hedge funds, proprietary trading firms, and other institutional clients seeking efficient and cost-effective trading solutions.
Codat
Venture Round in 2021
Codat Limited is a London-based company that specializes in financial and accounting software integrations. Established in 2016, Codat operates a universal API platform that facilitates real-time connectivity for software providers and financial institutions. This enables them to create integrated products tailored for small business customers. The platform simplifies the extraction of data from various sources, such as cloud accounting packages and payment terminals, and supports data mapping to improve operational efficiency. By handling the complexities of integrations, Codat allows its clients to concentrate on enhancing their offerings. The company serves a diverse range of sectors, including banking, insurance, and e-commerce, and has a presence in New York, New York. Codat is supported by notable investors, including Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
Codat
Convertible Note in 2021
Codat Limited is a London-based company that specializes in financial and accounting software integrations. Established in 2016, Codat operates a universal API platform that facilitates real-time connectivity for software providers and financial institutions. This enables them to create integrated products tailored for small business customers. The platform simplifies the extraction of data from various sources, such as cloud accounting packages and payment terminals, and supports data mapping to improve operational efficiency. By handling the complexities of integrations, Codat allows its clients to concentrate on enhancing their offerings. The company serves a diverse range of sectors, including banking, insurance, and e-commerce, and has a presence in New York, New York. Codat is supported by notable investors, including Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
Melio
Series C in 2021
Melio is a fintech company that provides small businesses with a digital platform for managing business-to-business payments and receivables. Its services are designed to streamline the payment process, allowing businesses to transfer and receive payments more efficiently. The platform features an integrated accounts payable and receivables dashboard that enhances oversight and control over cash flow, helping to reduce or eliminate late payment costs. By simplifying the payment workflow, Melio enables small businesses to focus on customer engagement rather than administrative tasks, ultimately improving cash flow and minimizing time and costs associated with managing supplier payments.
Dastkar
Grant in 2021
Dastkar is a private not-for-profit NGO established in 1981, working to support traditional Indian craftspeople, many of them women and village-based, with the objective of helping craftspeople regain their place in the economic mainstream, in a country where the craft sector is second only to agriculture in providing employment.
Engine by MoneyLion
Series B in 2020
Engine by MoneyLion is a financial technology company that specializes in embedded finance and marketplace platforms for financial services. The company offers a comprehensive suite of tools, including a search, comparison, and recommendation engine for various financial products, as well as tools for offer management and optimization. These services empower businesses to integrate financial products into their operations, enabling them to deliver personalized financial offers to their clients. Additionally, Engine by MoneyLion provides a diverse range of financial services, including loans, credit, insurance, and savings account solutions.
FalconX
Venture Round in 2020
FalconX, Ltd. is a cryptocurrency brokerage and digital asset trading platform founded in 2018 and based in San Mateo, California. The company specializes in blockchain technology and fintech, offering clients access to cryptocurrency markets for trading, credit, and clearing. FalconX utilizes data science and machine learning to ensure reliable execution of mid-to-large size trades, smart routing prices across multiple liquidity sources. This approach helps eliminate slippage and hidden fees, making it an attractive option for hedge funds, proprietary trading firms, and other institutional clients seeking efficient and cost-effective trading solutions.
Truework
Series B in 2020
Truework is a platform that facilitates the verification of income and employment for banks, lenders, and other entities. By integrating with human resources and payroll systems, as well as sectors like lending and housing, the platform automates the processing of employment and income requests. This capability allows financial institutions and background check providers to efficiently approve or deny requests for verification. Truework emphasizes consumer control over personal data, positioning itself as a key player in the financial services and fintech sectors. Its API-enabled solution streamlines the verification process, enhancing efficiency for users in need of reliable employment and income information.
Boom Supersonic
Venture Round in 2020
Boom Supersonic is a commercial airplane manufacturer focused on developing supersonic airliners. Founded with the goal of overcoming challenges to supersonic passenger flight, Boom aims to make high-speed travel affordable for business travelers and eventually accessible to everyone. The company's flagship aircraft, Overture, is designed to fly at Mach 2.2, significantly reducing travel time. Boom Supersonic prioritizes advanced aerodynamics, engine technology, and sustainability, with a focus on accommodating next-generation sustainable alternative fuels.
Menlo Security
Series E in 2020
Menlo Security, Inc. is a cybersecurity company based in Mountain View, California, that specializes in providing a cloud-based isolation platform designed to protect organizations from cyberattacks. Founded in 2012, the company offers solutions that eliminate the threat of malware from websites, documents, and emails by executing all web content in the cloud. This approach allows users to safely interact with online content without the risk of exposure to malicious threats. Menlo Security serves a diverse clientele, including Fortune 500 companies and financial institutions, through a network of resellers in North America and internationally. The company has expanded its operations across regions including EMEA, Australia, New Zealand, Japan, APAC, and DACH.
Better.com
Series D in 2020
Better.com democratized the home-financing ecosystem, replacing it with a digitized process that eliminates commissions, fees, unnecessary steps, and time-wasting branch appointments. In addition to providing mortgage rates in seconds, Better.com’s platform offers a digital marketplace featuring competitive quotes from an array of insurance providers for the seamless purchase of a homeowner's insurance policy and instant access to leading real estate agents across the country. To date, Better.com has done $7.9B in home loans and $1B in insurance.
EverC
Series B in 2020
EverC Ltd. specializes in cloud-based cyber risk intelligence and merchant fraud detection solutions. The company provides tools such as MerchantView, which helps acquiring banks and payment service providers manage fraud and cyber risks associated with merchants, and MarketView, which monitors illicit listings in online marketplaces. EverC's offerings also include professional services for detecting violating merchants, verifying transaction laundering, and providing compliance consultancy and analytical reports. Founded in 2007 and headquartered in New York, with additional offices in Shanghai and Tel Aviv, EverC aims to enhance the safety and transparency of the e-commerce ecosystem. The company's automated, AI-driven platform swiftly identifies and mitigates risks, including high-risk merchants and online money laundering, thereby supporting sustainable growth for global payment providers and marketplaces.
Melio
Series C in 2020
Melio is a fintech company that provides small businesses with a digital platform for managing business-to-business payments and receivables. Its services are designed to streamline the payment process, allowing businesses to transfer and receive payments more efficiently. The platform features an integrated accounts payable and receivables dashboard that enhances oversight and control over cash flow, helping to reduce or eliminate late payment costs. By simplifying the payment workflow, Melio enables small businesses to focus on customer engagement rather than administrative tasks, ultimately improving cash flow and minimizing time and costs associated with managing supplier payments.
Finix
Series B in 2020
Finix is a developer of a B2B payment processing platform that enables businesses to own, manage, and monetize their payment systems. The platform features a modular, workflow-driven architecture and a real-time interface that allows users to track transactions, consolidate data from various payment processors, and underwrite merchant accounts. This capability supports banks, acquirers, and enterprises in facilitating quick and secure push payments over debit cards and enables them to send money globally. By providing these tools, Finix aims to enhance the payment processing experience for its clients.
Kabbage
Acquisition in 2020
Kabbage, Inc. is a financial technology company that provides small businesses with automated access to funding through its online lending platform. Founded in 2008 and headquartered in Atlanta, Georgia, Kabbage simplifies the loan application process, allowing businesses to apply online and receive approval in minutes. The platform leverages various data sources, including revenue, accounting, and business transactions, to assess a company's financial health and determine appropriate credit lines, which can reach up to $250,000. Kabbage also offers a mobile application that enables users to manage their accounts and withdraw funds conveniently. In addition, the Kabbage Card allows businesses to make purchases directly from their credit lines at point-of-sale locations. Over the years, Kabbage has expanded its services to support both online and brick-and-mortar businesses and has gained recognition for its innovation in the lending industry.
FalconX
Convertible Note in 2020
FalconX, Ltd. is a cryptocurrency brokerage and digital asset trading platform founded in 2018 and based in San Mateo, California. The company specializes in blockchain technology and fintech, offering clients access to cryptocurrency markets for trading, credit, and clearing. FalconX utilizes data science and machine learning to ensure reliable execution of mid-to-large size trades, smart routing prices across multiple liquidity sources. This approach helps eliminate slippage and hidden fees, making it an attractive option for hedge funds, proprietary trading firms, and other institutional clients seeking efficient and cost-effective trading solutions.
Splyt
Series B in 2020
Splyt is a B2B mobility marketplace established in 2015 and headquartered in London, England. The company connects institutional supply and demand for ground-based transport by providing access to mobility inventory through a single API. This approach allows demand-side partners to utilize transportation services without the need to download or register with multiple suppliers, streamlining the process for users. Splyt’s focus is on simplifying mobility solutions for businesses, enhancing their operational efficiency and service offerings.
BioCatch
Series C in 2020
BioCatch is a pioneering company specializing in behavioral biometrics, which focuses on analyzing the digital behavior of online users to enhance fraud detection and prevention. By leveraging advanced cognitive science and machine learning, BioCatch provides insights that help financial institutions identify potential risks associated with user interactions while maintaining privacy. The company's technology is designed to combat increasingly sophisticated fraud tactics, including social engineering scams, and to streamline the digital banking experience from account creation to login and beyond. With over a decade of experience and a robust portfolio of patents, BioCatch is committed to driving innovation in the field of digital security, enabling clients to effectively combat fraud while fostering a trusted online environment.
Albert
Series B in 2020
Albert Corporation is a financial technology company established in 2015 and based in Culver City, California. The company offers a mobile application that provides financial advisory services designed to make money management accessible and affordable. Users can directly communicate with financial experts to address various financial issues, build personalized financial plans, and utilize automated investing services. The platform features tools for automatic savings, financial health monitoring, budgeting, and detailed spending reports. Additionally, it offers Albert Instant, which provides advances against paychecks to help customers avoid overdrafts. Albert aggregates financial data from users' bank accounts, credit cards, loans, and investments to analyze income and expenses, enabling personalized recommendations for savings accounts and loan applications. The company is supported by several investors, including General Atlantic and QED.
Melio
Series B in 2020
Melio is a fintech company that provides small businesses with a digital platform for managing business-to-business payments and receivables. Its services are designed to streamline the payment process, allowing businesses to transfer and receive payments more efficiently. The platform features an integrated accounts payable and receivables dashboard that enhances oversight and control over cash flow, helping to reduce or eliminate late payment costs. By simplifying the payment workflow, Melio enables small businesses to focus on customer engagement rather than administrative tasks, ultimately improving cash flow and minimizing time and costs associated with managing supplier payments.
Glean AI
Venture Round in 2020
Glean AI is a New York-based company that provides an all-in-one spend management solution tailored for small and mid-market businesses. Utilizing advanced artificial intelligence, Glean analyzes expense drivers and offers detailed insights that are frequently missed by finance teams and budget owners. Its platform not only automates financial processes but also delivers line-item level data analysis, empowering finance teams to achieve significant cost savings. By streamlining invoice payments and reducing manual work, Glean enhances overall financial efficiency, allowing companies to better manage their spending.
Flow Commerce
Series B in 2019
Flow Commerce, Inc. is a technology company that specializes in cross-border e-commerce solutions. Founded in 2015 and headquartered in Hoboken, New Jersey, with an additional office in Dublin, Ireland, Flow provides a comprehensive platform that simplifies international selling for e-commerce businesses. Its services enable merchants to configure their cross-border supply-chain requirements efficiently, making it easier to capture global demand for their products. The platform addresses various aspects of international transactions, including multi-currency pricing, shipping logistics, payment processing, and tax calculations, while utilizing artificial intelligence to streamline operations. Flow's solution is versatile, catering to businesses of all sizes and can be implemented as a complete system or as modular components, ensuring a seamless experience for both merchants and consumers in the global marketplace.
Voca.ai
Convertible Note in 2019
Voca.ai specializes in developing AI-based voice assistants that automate and enhance customer conversations across various industries. The company utilizes advanced speech-to-intent algorithms and machine learning to comprehend the full intent of customer interactions, recognizing different tones and vocal nuances. This technology enables Voca Agents to engage in natural, intelligent, and empathetic spoken dialogues, ensuring a seamless customer experience. By automating a wide range of workflows, including both inbound and outbound calls, Voca.ai allows human agents to focus on more creative tasks, promoting improved customer and employee experiences. With straightforward integration and self-optimizing algorithms, Voca's solutions can be quickly implemented, providing businesses with the ability to scale their customer service operations efficiently.
Candex
Convertible Note in 2019
Candex Ltd. is a provider of recruitment and fintech solutions that streamline procurement processes for large organizations. Based in San Francisco, the company offers a comprehensive platform that facilitates the management of recruitment supply chains and vendor payments. Candex's offerings include a sourcing and vendor management tool, as well as a web-based platform that integrates seamlessly with existing e-procurement systems and requires no extensive setup. This platform enables businesses to efficiently manage payments to a wide range of small suppliers, simplifying tax and regulatory compliance across borders and currencies. By handling the complexities of vendor management, Candex allows clients to focus on their core operations, ultimately achieving greater efficiency and reducing friction in their procurement activities. Established in 2010, Candex continues to evolve its solutions to meet the needs of organizations worldwide.
Next Insurance
Series C in 2019
Next Insurance Inc. is an online insurance agency that specializes in providing various insurance products and services tailored for small businesses. Founded in 2015 and based in Palo Alto, California, the company offers business, general liability, professional liability, commercial auto, and workers’ compensation insurance. By leveraging technology, Next Insurance eliminates the need for agents and reduces costs, enabling it to offer competitive pricing. The company's services cater to a diverse range of sectors, including construction, fitness, cleaning, beauty, therapy, entertainment, and education. Additionally, Next Insurance prioritizes timely claims processing, often investigating claims within 48 hours to ensure transparency and efficiency for its clients.
MishiPay
Series A in 2019
MishiPay Limited is a company that has developed a mobile self-checkout solution aimed at enhancing the in-store shopping experience. Founded in 2015 and headquartered in London, with an additional office in Bangalore, India, MishiPay's technology allows shoppers to easily pick up products, scan barcodes using their smartphones, and make payments directly through the app. This innovation eliminates the need for traditional checkout lines, enabling customers to complete transactions quickly and efficiently. MishiPay serves a diverse range of retail sectors, including fashion, consumer electronics, DIY, sports, and specialty retailers, thereby addressing the needs of modern consumers seeking convenience and speed in their shopping experience.
Drum
Seed Round in 2019
Drum is a gig economy platform designed to enhance the lives of users by streamlining the process for businesses to establish a sales force. Scheduled for launch in the third quarter of 2019, the platform enables businesses to mobilize sales efforts more efficiently than traditional advertising methods. Additionally, Drum provides a creator platform that allows individuals to manage their own stores, engage with followers, and monetize their content. Through in-app analytics, creators can sell both digital and physical products directly on their profile pages, allowing them to concentrate on their creative pursuits while maximizing their earning potential.
Trulioo
Series C in 2019
Trulioo is a global leader in identity verification, offering an electronic platform that enables businesses to instantly verify identities, documents, and corporate credentials online. The company's services facilitate compliance with cross-border anti-money laundering and know-your-customer regulations by assessing the risks associated with digital identities. Trulioo combines traditional methods of identity confirmation with social networking technologies to provide a robust solution for verifying identities in the online environment. Through its digital identity network, Trulioo helps businesses mitigate risks while ensuring secure transactions and accurate identity verification.
Engine by MoneyLion
Corporate Round in 2019
Engine by MoneyLion is a financial technology company that specializes in embedded finance and marketplace platforms for financial services. The company offers a comprehensive suite of tools, including a search, comparison, and recommendation engine for various financial products, as well as tools for offer management and optimization. These services empower businesses to integrate financial products into their operations, enabling them to deliver personalized financial offers to their clients. Additionally, Engine by MoneyLion provides a diverse range of financial services, including loans, credit, insurance, and savings account solutions.
Abra
Convertible Note in 2019
Abra is a cryptocurrency platform established in 2014, designed to provide a straightforward and secure environment for individuals and businesses to buy, trade, and borrow against cryptocurrencies. Based in the United States and operational in over 150 countries, Abra facilitates easy conversion between cryptocurrencies and various local fiat currencies. The platform serves a diverse clientele, including high-net-worth individuals, family offices, registered investment advisors, and institutions, offering customizable services that allow users to manage their crypto portfolios effectively. With over two million customers and $9 billion processed in transactions, Abra has positioned itself as a trusted solution in the cryptocurrency market, earning recognition as one of the top five crypto wallets. The company is supported by prominent investors, reinforcing its commitment to creating an open and accessible global financial system.
DataGrail
Series A in 2019
DataGrail, Inc. is a privacy management platform provider that helps companies comply with various privacy laws and regulations. Founded in 2018 and based in San Francisco, California, the company's platform allows seamless integration with sales, marketing, and support systems, as well as third-party applications. DataGrail enables organizations to manage personal data effectively by offering complete control over communication preferences and streamlining data export and deletion requests. This functionality reduces the risk of human error and manual processing, making it easier for legal, security, and executive teams to uphold privacy standards. Trusted by notable brands such as Salesforce and MyFitnessPal, DataGrail has established itself as a key player in the privacy management landscape.
Menlo Security
Series D in 2019
Menlo Security, Inc. is a cybersecurity company based in Mountain View, California, that specializes in providing a cloud-based isolation platform designed to protect organizations from cyberattacks. Founded in 2012, the company offers solutions that eliminate the threat of malware from websites, documents, and emails by executing all web content in the cloud. This approach allows users to safely interact with online content without the risk of exposure to malicious threats. Menlo Security serves a diverse clientele, including Fortune 500 companies and financial institutions, through a network of resellers in North America and internationally. The company has expanded its operations across regions including EMEA, Australia, New Zealand, Japan, APAC, and DACH.
Resy, American Express Global Dining Network
Acquisition in 2019
Our mission is to power the world’s best restaurants, using technology to imagine the future of hospitality. We serve 5,000 restaurants globally. Our customers discover the amazing world of restaurants thanks to our content-rich website and innovative mobile app. Our diners are insiders, and we love having them at the table.
Clip
Series C in 2019
Clip is transforming card acceptance in Mexico by providing portable card-reading hardware and a digital payment platform that enables businesses to accept all credit and debit cards, including contactless payments. The company's solutions allow businesses to turn smartphones or tablets into card terminals, facilitating seamless transactions without the need for complicated paperwork or monthly fees. By focusing on empowering Mexican businesses, Clip helps them increase sales and grow by offering a user-friendly application that simplifies payment acceptance. This approach positions Clip as a vital ally for merchants seeking efficient and accessible payment solutions.
Pilot
Series B in 2019
Pilot provides bookkeeping, tax, and CFO services tailored for growing businesses. The company utilizes an artificial intelligence platform that delivers accurate financial reports and automated accrual basis bookkeeping. This technology enables businesses to generate on-demand, error-free reports, significantly reducing the time, cost, and labor typically associated with conventional outsourced bookkeeping practices.
Abra
Series B in 2019
Abra is a cryptocurrency platform established in 2014, designed to provide a straightforward and secure environment for individuals and businesses to buy, trade, and borrow against cryptocurrencies. Based in the United States and operational in over 150 countries, Abra facilitates easy conversion between cryptocurrencies and various local fiat currencies. The platform serves a diverse clientele, including high-net-worth individuals, family offices, registered investment advisors, and institutions, offering customizable services that allow users to manage their crypto portfolios effectively. With over two million customers and $9 billion processed in transactions, Abra has positioned itself as a trusted solution in the cryptocurrency market, earning recognition as one of the top five crypto wallets. The company is supported by prominent investors, reinforcing its commitment to creating an open and accessible global financial system.
LoungeBuddy
Acquisition in 2019
LoungeBuddy, Inc. is a mobile application developer based in San Francisco, California, that provides travelers with short-term access to airport lounges worldwide. Founded in 2013, the company enables users to discover, book, and access various airport lounges, enhancing their travel experience for a one-time fee. LoungeBuddy operates as a subsidiary of American Express Travel Related Services Company, Inc. The platform addresses the issue of excess capacity in airport lounges, which can accommodate over 350 million entries annually but currently receive fewer than 250 million. This excess capacity represents a significant market opportunity. LoungeBuddy has developed a patent-pending, real-time inventory management system that allows lounge operators to optimize passenger flow and maximize revenue. The platform also supports transactions for various partners, including online travel agencies, travel management companies, and airlines, positioning LoungeBuddy as a key player in the evolving airport lounge industry.
Cloud Elements
Series C in 2019
Cloud Elements Inc. specializes in cloud-to-cloud application programming interface (API) integration and aggregation services. Founded in 2012 and based in Denver, Colorado, the company offers a comprehensive API integration platform that facilitates the connection, monitoring, and maintenance of various third-party cloud services. This platform includes features such as data transformations, API provisioning, usage monitoring, and event notifications, allowing developers to seamlessly integrate multiple applications into customer relationship management (CRM) and marketing automation systems. Additionally, Cloud Elements provides consulting services, including design assessments and application development, catering to startups, software as a service (SaaS) vendors, and enterprise departments globally.
Better.com
Series C in 2019
Better.com democratized the home-financing ecosystem, replacing it with a digitized process that eliminates commissions, fees, unnecessary steps, and time-wasting branch appointments. In addition to providing mortgage rates in seconds, Better.com’s platform offers a digital marketplace featuring competitive quotes from an array of insurance providers for the seamless purchase of a homeowner's insurance policy and instant access to leading real estate agents across the country. To date, Better.com has done $7.9B in home loans and $1B in insurance.
Pocket Concierge
Acquisition in 2019
Pocket Concierge is an online platform that facilitates restaurant reservations at select high-end dining establishments in Japan. The service aims to promote Japanese culinary culture globally while offering users an exclusive dining experience. By providing a seamless online booking and payment system accessible via mobile and web browsers, Pocket Concierge alleviates common challenges such as language and payment barriers, allowing guests to enjoy Japan's rich food culture with ease.
Albert
Series A in 2018
Albert Corporation is a financial technology company established in 2015 and based in Culver City, California. The company offers a mobile application that provides financial advisory services designed to make money management accessible and affordable. Users can directly communicate with financial experts to address various financial issues, build personalized financial plans, and utilize automated investing services. The platform features tools for automatic savings, financial health monitoring, budgeting, and detailed spending reports. Additionally, it offers Albert Instant, which provides advances against paychecks to help customers avoid overdrafts. Albert aggregates financial data from users' bank accounts, credit cards, loans, and investments to analyze income and expenses, enabling personalized recommendations for savings accounts and loan applications. The company is supported by several investors, including General Atlantic and QED.
Plaid
Series C in 2018
Plaid Inc. is a technology company that facilitates the connection between consumers' bank accounts and applications, aiming to democratize financial services through advanced technological solutions. Founded in 2012 and headquartered in San Francisco, it provides a comprehensive suite of APIs that enable developers to create financial products connecting users with traditional financial institutions. Plaid's offerings include tools for accessing transaction history and balance data, authenticating bank accounts for payments, verifying identities, and confirming real-time account balances and income. These products support various applications in personal finances, consumer payments, lending, banking, and business finance. With a focus on enhancing both consumer experiences and developer capabilities, Plaid serves a diverse range of clients, including Fortune 50 companies, positioning itself as a vital infrastructure provider in the digital financial landscape.
Decision Engines
Convertible Note in 2018
Decision Engines, Inc. is a technology company based in Palo Alto, California, that specializes in developing a cloud-based platform designed for end-to-end process automation. Founded in 2017, the company's platform enables users to autonomously design, build, and deploy bots that automate manual tasks, thereby enhancing operational efficiency. Utilizing artificial intelligence, Decision Engines' solution facilitates intelligent data extraction and decision-making, allowing organizations to focus on more critical activities. The platform is cloud-native and autoscaling, operating independently of third-party components. It integrates seamlessly with existing systems and can deliver value in a rapid deployment timeframe of approximately 90 days. By automating routine tasks, Decision Engines aims to improve workplace satisfaction and productivity.
Cloud Elements
Corporate Round in 2018
Cloud Elements Inc. specializes in cloud-to-cloud application programming interface (API) integration and aggregation services. Founded in 2012 and based in Denver, Colorado, the company offers a comprehensive API integration platform that facilitates the connection, monitoring, and maintenance of various third-party cloud services. This platform includes features such as data transformations, API provisioning, usage monitoring, and event notifications, allowing developers to seamlessly integrate multiple applications into customer relationship management (CRM) and marketing automation systems. Additionally, Cloud Elements provides consulting services, including design assessments and application development, catering to startups, software as a service (SaaS) vendors, and enterprise departments globally.
Freebird
Series A in 2018
Freebird is a mobile rebooking tool designed to assist travelers in the event of flight disruptions, such as cancellations, significant delays, or missed connections. The platform allows users to instantly book a new ticket on any airline at no additional cost, facilitating the rebooking process with just a few taps on their mobile devices. Freebird provides immediate notifications regarding flight changes, enabling travelers to bypass long lines and secure alternative arrangements quickly. This service not only enhances the traveler experience but also offers efficiency for travel agencies and corporations by saving time and resources while maintaining a commitment to traveler care.
Enigma
Series C in 2018
Enigma Technologies, Inc. is an operational data management and intelligence company based in New York. It specializes in providing a searchable database of public records, information, and documents, facilitating streamlined operations and informed decision-making for its users. The company offers a suite of products, including Enigma Data Infrastructure, which features tools for data operations and metadata enhancement, and Enigma Solutions, tailored for specific industries such as financial services, pharmacovigilance, and insurance. Enigma also provides analysis-ready public data relevant to sectors like oil and gas, healthcare, and company reference data. Additionally, Enigma operates Enigma Labs, which focuses on developing open data tools for public use, and offers an API to support developers in creating data-rich applications. The company is recognized for its contributions to small business intelligence, delivering timely and accurate insights on the identity and risk profile of small businesses, thus aiding firms in areas such as insurance risk assessment and fraud prevention. Enigma Technologies was incorporated in 2011.
Divido
Series A in 2018
Divido is a global white label consumer lending platform that enables financial institutions and multinational retailers to enhance their sales and customer experience by offering financing options at the point of purchase. Founded in 2014 and headquartered in London, Divido's omnichannel platform facilitates transactions online, in-store, and via mobile, allowing consumers to spread the cost of significant purchases through installments. The platform integrates seamlessly with multiple lenders, making it accessible across various countries with a single integration. With over 1,000 partners, including notable brands such as BMW and Lenovo, Divido aims to create new revenue streams for merchants and lenders by providing instant credit options to both consumers and corporate clients. The company has expanded its operations to nine countries, reflecting its growth and commitment to improving the retail finance landscape.
Engine by MoneyLion
Series A in 2018
Engine by MoneyLion is a financial technology company that specializes in embedded finance and marketplace platforms for financial services. The company offers a comprehensive suite of tools, including a search, comparison, and recommendation engine for various financial products, as well as tools for offer management and optimization. These services empower businesses to integrate financial products into their operations, enabling them to deliver personalized financial offers to their clients. Additionally, Engine by MoneyLion provides a diverse range of financial services, including loans, credit, insurance, and savings account solutions.
Next Insurance
Series B in 2018
Next Insurance Inc. is an online insurance agency that specializes in providing various insurance products and services tailored for small businesses. Founded in 2015 and based in Palo Alto, California, the company offers business, general liability, professional liability, commercial auto, and workers’ compensation insurance. By leveraging technology, Next Insurance eliminates the need for agents and reduces costs, enabling it to offer competitive pricing. The company's services cater to a diverse range of sectors, including construction, fitness, cleaning, beauty, therapy, entertainment, and education. Additionally, Next Insurance prioritizes timely claims processing, often investigating claims within 48 hours to ensure transparency and efficiency for its clients.
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