TreasurySpring
Series B in 2023
TreasurySpring is a financial technology firm that operates an online platform connecting issuers and investors in the institutional short-term funding market. Through applied legal, financial, and operational technology, the company enables the creation, issuance, and investment in fixed-term instruments that provide short-term exposure to cash-rich clients and capital providers. The platform supports direct, segregated, and secured or unsecured exposures to government, financial institutions, and corporates, while broadening access to a wider pool of liquidity providers. TreasurySpring emphasizes regulatory compliance and aims to improve transparency, security, and efficiency in funding markets by enabling a broader set of counterparties to participate in short-term finance.
Betterment
Series F in 2021
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
StepEx
Pre Seed Round in 2021
StepEx facilitates income share agreements for education funding. Borrowers sell a portion of their future income for a set period, ensuring affordable repayments and reducing borrowing costs compared to traditional personal debt. Corporations can fund talent acquisition by supporting qualified candidates from underrepresented demographics, lowering HR recruitment costs and providing ESG investment returns. Investors gain exposure to the labor market through this non-correlated asset class.
TreasurySpring
Series A in 2021
TreasurySpring is a financial technology firm that operates an online platform connecting issuers and investors in the institutional short-term funding market. Through applied legal, financial, and operational technology, the company enables the creation, issuance, and investment in fixed-term instruments that provide short-term exposure to cash-rich clients and capital providers. The platform supports direct, segregated, and secured or unsecured exposures to government, financial institutions, and corporates, while broadening access to a wider pool of liquidity providers. TreasurySpring emphasizes regulatory compliance and aims to improve transparency, security, and efficiency in funding markets by enabling a broader set of counterparties to participate in short-term finance.
Goin
Venture Round in 2020
Goin is a mobile application that enhances users' financial health by layering innovative saving, investing, and smart-shopping tools onto traditional banking services.
Goin is a mobile application that enhances users' financial health by layering innovative saving, investing, and smart-shopping tools onto traditional banking services.
Goin is a mobile application that enhances users' financial health by layering innovative saving, investing, and smart-shopping tools onto traditional banking services.
Arthena
Seed Round in 2017
Arthena is a financial technology company that uses quantitative strategies to acquire assets. It aims to bring transparency to art investing by enabling investors to view and learn about acquired assets and artists.
Betterment
Series E in 2016
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
Betterment
Series D in 2015
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
Betterment
Series C in 2014
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
Betterment
Series B in 2012
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.
Betterment
Series A in 2010
Betterment LLC is an online financial advisory firm based in New York, founded in 2007. The company specializes in automated investing services that help individuals manage their finances through a customized and diversified portfolio. Betterment offers a range of investment options, including traditional and Roth IRAs, 401(k) accounts, and trust accounts, all of which are designed to optimize investment returns. Its services also include financial and retirement planning, tax loss harvesting, and cash management tools, such as the Two-Way Sweep feature. Betterment caters to various customer segments, including individual investors, businesses through Betterment for Business, and financial advisors via Betterment for Advisors. The firm charges a management fee for its services and focuses on providing personalized, goal-based investing solutions to enhance clients' long-term financial success.