Sequoia Capital

NaroIQ is a company that provides an embedded investment management platform designed to enhance the investment experience for customers. The platform allows users to discover and analyze stocks by submitting their financial profiles, which helps them identify how well specific investments align with their strategies. By converting complex financial metrics into an easy-to-understand scoring system, NaroIQ effectively acts as a personal investment assistant, streamlining the decision-making process for investors. The company also builds infrastructure that allows businesses to create their own exchange-traded funds and mutual funds, alleviating the operational and regulatory burdens typically associated with fund management.

Founded in 2018, Landis is a real estate technology company based in New York. It specializes in helping renters become homeowners by allowing customers to select their dream home, rent it initially, and purchase it anytime within the first twelve months. The company also assists customers in building credit and saving for a down payment, providing a transparent process for transitioning from renting to owning.

Zamp operates an investment platform that focuses on U.S. treasury bills and offers various financial services to its users. The company facilitates the buying of treasury bills, which are backed by the U.S. government, ensuring a secure investment option. Additionally, Zamp provides services for sending and receiving payments, as well as customizable debit and credit cards. By bridging the gap between global and local banking, Zamp enables businesses to innovate and meet the growing consumer demand for digital goods, while also allowing users to gain exposure to U.S. financial markets through its portfolio offerings.

Multis, Inc., established in 2006 and headquartered in San Francisco, specializes in providing crypto banking services for businesses and entrepreneurs. Its core offering is a user-friendly wallet that facilitates crypto storage, payments to suppliers, payroll management, and interest earning. The platform also provides real-time balance monitoring, transaction tracking, multi-access to assets, recurring payments, fund transfers, trading, and crypto-to-cash conversion. Multis aims to empower the next generation of professionals in the open financial world by building a robust financial infrastructure for web3 organizations.

Otto is an AI-powered copilot for wealth managers, designed to streamline and automate essential advisory admin workflows. By handling repetitive tasks and administrative work, Otto frees up advisers and paraplanners to dedicate more time to focus on their clients.

RabbitX facilitates global investment access with zero-commission trading across stocks, fx, commodities, and digital assets. It operates on decentralized scaling technology, backed by prominent venture capital firms.

Founded in 2018, Landis is a real estate technology company based in New York. It specializes in helping renters become homeowners by allowing customers to select their dream home, rent it initially, and purchase it anytime within the first twelve months. The company also assists customers in building credit and saving for a down payment, providing a transparent process for transitioning from renting to owning.

Founded in 2018, Landis is a real estate technology company based in New York. It specializes in helping renters become homeowners by allowing customers to select their dream home, rent it initially, and purchase it anytime within the first twelve months. The company also assists customers in building credit and saving for a down payment, providing a transparent process for transitioning from renting to owning.

Empower is a fintech company dedicated to improving access to affordable credit for everyday Americans. It offers innovative features such as instant cash advances, automatic savings plans, and low-cost credit lines to help users manage their finances effectively.

Vise is a technology company that automates investment management for financial advisors through the use of artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, Vise offers a comprehensive platform that supports the entire advisor-client relationship. This includes the creation of personalized portfolios, management of those portfolios, and the provision of ongoing intelligence to ensure optimal performance. By leveraging advanced technology, Vise enables financial advisors to focus on what matters most: their client relationships, while also providing them with customized investment solutions and automated trade execution.

Vise is a technology company that automates investment management for financial advisors through the use of artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, Vise offers a comprehensive platform that supports the entire advisor-client relationship. This includes the creation of personalized portfolios, management of those portfolios, and the provision of ongoing intelligence to ensure optimal performance. By leveraging advanced technology, Vise enables financial advisors to focus on what matters most: their client relationships, while also providing them with customized investment solutions and automated trade execution.

Vise is a technology company that automates investment management for financial advisors through the use of artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, Vise offers a comprehensive platform that supports the entire advisor-client relationship. This includes the creation of personalized portfolios, management of those portfolios, and the provision of ongoing intelligence to ensure optimal performance. By leveraging advanced technology, Vise enables financial advisors to focus on what matters most: their client relationships, while also providing them with customized investment solutions and automated trade execution.

Empower is a fintech company dedicated to improving access to affordable credit for everyday Americans. It offers innovative features such as instant cash advances, automatic savings plans, and low-cost credit lines to help users manage their finances effectively.

Alto Solutions provides an online platform designed to facilitate self-directed individual retirement accounts (IRAs), enabling users to invest in a variety of alternative assets. The company offers several solutions, including Alto IRA for general investing, Checkbook+ IRA for real estate investments with check-writing control, and Alto CryptoIRA for direct cryptocurrency trading via Coinbase. Additionally, Alto Solutions provides a dashboard for managing clients, accounts, and investments, as well as assistance in determining investment eligibility and identifying financial trust companies for asset custody. The company serves wealth managers, investors, registered investment advisors, real estate owners, and entrepreneurs. Founded in 2015, Alto Solutions is based in Nashville, Tennessee.

Vise is a technology company that automates investment management for financial advisors through the use of artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, Vise offers a comprehensive platform that supports the entire advisor-client relationship. This includes the creation of personalized portfolios, management of those portfolios, and the provision of ongoing intelligence to ensure optimal performance. By leveraging advanced technology, Vise enables financial advisors to focus on what matters most: their client relationships, while also providing them with customized investment solutions and automated trade execution.

ClearTax is a Bangalore-based financial technology platform that offers solutions for income tax filing, Goods and Services Tax (GST), and mutual fund investments. Founded in 2014 by Archit Gupta, Srivatsan Chari, and Ankit Solanki, ClearTax was the first company from India to receive funding from Y-Combinator. The company has attracted investment from notable figures and firms, including Max Levchin, Vijay Shekhar Sharma, Neeraj Arora, Peter Thiel's Founders Fund, Sequoia, and Ryan Peterson. ClearTax has secured significant funding, with investments totaling $62 million from various investors. The platform capitalizes on India's digitization of tax systems to streamline financial processes for individuals and businesses.

Empower is a fintech company dedicated to improving access to affordable credit for everyday Americans. It offers innovative features such as instant cash advances, automatic savings plans, and low-cost credit lines to help users manage their finances effectively.

Ant Group Co., Ltd. is a leading provider of digital payment and financial services in China, known for its flagship product, Alipay, a widely used digital payments platform. Established in 2000 and headquartered in Hangzhou, the company offers a variety of financial solutions, including Yu'e Bao, an online cash management platform that invests users' funds in a money market fund; Huabei, a consumer credit service facilitating buy now, pay later options; and MYbank, an online bank focused on serving small businesses and entrepreneurs. Additionally, Ant Group operates Xiang Hu Bao, a mutual aid platform for health protection, and Zhima Credit, a credit assessment service for businesses. The company aims to foster digital transformation across the service industry, ensuring that consumers and small enterprises have equal access to inclusive and sustainable financial services. In July 2020, it rebranded from Ant Small and Micro Financial Services Group Co., Ltd. to Ant Group Co., Ltd.

Empower is a fintech company dedicated to improving access to affordable credit for everyday Americans. It offers innovative features such as instant cash advances, automatic savings plans, and low-cost credit lines to help users manage their finances effectively.

ClearTax is a Bangalore-based financial technology platform that offers solutions for income tax filing, Goods and Services Tax (GST), and mutual fund investments. Founded in 2014 by Archit Gupta, Srivatsan Chari, and Ankit Solanki, ClearTax was the first company from India to receive funding from Y-Combinator. The company has attracted investment from notable figures and firms, including Max Levchin, Vijay Shekhar Sharma, Neeraj Arora, Peter Thiel's Founders Fund, Sequoia, and Ryan Peterson. ClearTax has secured significant funding, with investments totaling $62 million from various investors. The platform capitalizes on India's digitization of tax systems to streamline financial processes for individuals and businesses.

Jinfuzi is an online investment platform that provides users with access to a diverse range of financial products, including private equity, venture capital, trusts, and foreign funds. The platform is designed to assist investors in selecting investment portfolios that align with their individual return-risk preferences. Jinfuzi offers two main mobile applications: Finance Port and Snowball, which facilitate the investment process and enhance user engagement. By focusing on wealth management services, Jinfuzi aims to simplify the investment experience for its users and enable them to make informed financial decisions.

FutureAdvisor, founded in 2010 and based in Seattle, Washington, offers investment advisory services that aim to simplify wealth management for clients. The company specializes in providing personalized, data-driven recommendations to optimize retirement accounts such as 401(k)s and IRAs. FutureAdvisor's platform focuses on delivering financial projections and tailored diversification plans, helping clients make informed investment decisions. By implementing the principles of index investing in a user-friendly software format, FutureAdvisor addresses common investment challenges, such as high fees and poor performance associated with traditional mutual funds. As a subsidiary of BlackRock, FutureAdvisor continues to promote the notion that effective investing can be accessible and affordable for everyone.

Hearsay Systems, Inc. is a technology company that specializes in digital communication solutions for the financial services industry. Founded in 2009 and headquartered in San Francisco, California, with additional offices in cities such as New York and London, the company develops a client engagement platform aimed at assisting financial advisors in enhancing their business relationships. Hearsay's offerings include Hearsay Social, which automates social selling; Hearsay Sites for local website management; Hearsay Relate for SMS supervision; and the Hearsay Platform that connects various advisor engagement tools. The platform processes and prioritizes data from multiple digital channels, providing actionable insights that guide advisors in client interactions. Hearsay Systems serves a diverse range of sectors, including asset management, insurance, and wealth management, and also offers training, support, and compliance advisory services to its clients.

FutureAdvisor, founded in 2010 and based in Seattle, Washington, offers investment advisory services that aim to simplify wealth management for clients. The company specializes in providing personalized, data-driven recommendations to optimize retirement accounts such as 401(k)s and IRAs. FutureAdvisor's platform focuses on delivering financial projections and tailored diversification plans, helping clients make informed investment decisions. By implementing the principles of index investing in a user-friendly software format, FutureAdvisor addresses common investment challenges, such as high fees and poor performance associated with traditional mutual funds. As a subsidiary of BlackRock, FutureAdvisor continues to promote the notion that effective investing can be accessible and affordable for everyone.

Hearsay Systems, Inc. is a technology company that specializes in digital communication solutions for the financial services industry. Founded in 2009 and headquartered in San Francisco, California, with additional offices in cities such as New York and London, the company develops a client engagement platform aimed at assisting financial advisors in enhancing their business relationships. Hearsay's offerings include Hearsay Social, which automates social selling; Hearsay Sites for local website management; Hearsay Relate for SMS supervision; and the Hearsay Platform that connects various advisor engagement tools. The platform processes and prioritizes data from multiple digital channels, providing actionable insights that guide advisors in client interactions. Hearsay Systems serves a diverse range of sectors, including asset management, insurance, and wealth management, and also offers training, support, and compliance advisory services to its clients.

Hearsay Systems, Inc. is a technology company that specializes in digital communication solutions for the financial services industry. Founded in 2009 and headquartered in San Francisco, California, with additional offices in cities such as New York and London, the company develops a client engagement platform aimed at assisting financial advisors in enhancing their business relationships. Hearsay's offerings include Hearsay Social, which automates social selling; Hearsay Sites for local website management; Hearsay Relate for SMS supervision; and the Hearsay Platform that connects various advisor engagement tools. The platform processes and prioritizes data from multiple digital channels, providing actionable insights that guide advisors in client interactions. Hearsay Systems serves a diverse range of sectors, including asset management, insurance, and wealth management, and also offers training, support, and compliance advisory services to its clients.

FutureAdvisor, founded in 2010 and based in Seattle, Washington, offers investment advisory services that aim to simplify wealth management for clients. The company specializes in providing personalized, data-driven recommendations to optimize retirement accounts such as 401(k)s and IRAs. FutureAdvisor's platform focuses on delivering financial projections and tailored diversification plans, helping clients make informed investment decisions. By implementing the principles of index investing in a user-friendly software format, FutureAdvisor addresses common investment challenges, such as high fees and poor performance associated with traditional mutual funds. As a subsidiary of BlackRock, FutureAdvisor continues to promote the notion that effective investing can be accessible and affordable for everyone.

First Republic Bank is a U.S. financial services company that delivers private and business banking, real estate lending, and wealth management services. Operating through Commercial Banking and Wealth Management, it offers deposits and a range of lending products including residential and commercial loans, as well as trust, custody, investment management, online brokerage, financial and estate planning, and access to alternative investments. The bank provides online and mobile banking, treasury services, and personalized service to clients across major metropolitan areas through a network of offices and digital platforms. Founded in 1985 and headquartered in San Francisco, California, the company focuses on tailored financial solutions for individuals and businesses.