Bossa Invest

RevisaPrev is a technology company focused on retirement review and pension planning services. It employs innovative technology to assess and optimize retirement plans, helping clients recover their financial dignity and rectify errors in their retirement benefits.

Vista Fintech connects financial planners with clients using technology. Vista is a platform that manages plans and dreams, automatically updates investments, and organizes and consolidates numerous personal financial planning difficulties. They also provide patrimony, indebtedness, and financial stability.

Celero is a financial management company based in Curitiba, Brazil, founded in 2014. It offers a platform and mobile application designed to assist small and medium-sized service providers in managing their finances. The platform allows users to capture images of payment slips, invoices, and other financial documents, facilitating automatic bank reconciliation and transforming these documents into actionable payments and reports. Celero's services include tracking cash flow, approving scheduled payments, and providing comprehensive financial control through easy-to-use software. By integrating with various business technologies, Celero aims to streamline financial management processes, enabling clients to save time and improve financial oversight.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

Allara helps individuals and families achieve their life goals and retire on the date they choose with financial independence.

Mooney develops a practical financial literacy methodology. They provide financial literacy in a practical way. Thier products includes mooney lab i, mooney young, and mooney kids.

Fincent is an innovative finance firm dedicated to modernizing financial and accounting services for small and midsized businesses. By combining elements of neo-banking and software as a service, Fincent aims to serve as a comprehensive financial hub. The company offers an AI-powered finance team that operates through a centralized dashboard, facilitating a range of financial functions including bookkeeping, tax preparation, bill payment, invoicing, financial projections, budgeting, and reimbursements. This approach enables entrepreneurs to streamline their financial management processes, allowing them to concentrate on the growth of their businesses while leveraging advanced technology for efficiency and accuracy.

Afriex Inc. is a mobile payment application developer based in Oakland, California, specializing in overseas money transfer services. Founded in 2019, the company offers a digital wallet application that allows users to send and receive money globally, utilizing stablecoins to ensure fast and cost-effective remittance solutions. Afriex supports transactions to over 30 countries, enabling users to make payments and manage their finances more efficiently at current exchange rates, while also providing various withdrawal options to enhance the user experience.

TymeBank is a subsidiary of the Tyme Group, specializing in financial technology and digital banking solutions aimed at the lower-income market. The bank offers accessible financial services with a focus on minimal fees, allowing customers to open secure personal and business accounts online. TymeBank's digital platform provides a range of services, including transactional and savings accounts, with features such as free card swipes and competitive interest rates. By prioritizing affordability and convenience, TymeBank serves over 15 million customers, helping them manage their banking needs with ease and efficiency.

TymeBank is a subsidiary of the Tyme Group, specializing in financial technology and digital banking solutions aimed at the lower-income market. The bank offers accessible financial services with a focus on minimal fees, allowing customers to open secure personal and business accounts online. TymeBank's digital platform provides a range of services, including transactional and savings accounts, with features such as free card swipes and competitive interest rates. By prioritizing affordability and convenience, TymeBank serves over 15 million customers, helping them manage their banking needs with ease and efficiency.

Guiabolso is a Brazilian fintech company founded in 2014 by Thiago Alvarez and Benjamin Gleason, aimed at transforming the financial landscape through innovative technology and Open Banking solutions. With a user base of 6 million, Guiabolso offers an application that consolidates financial management, automates budgeting, and provides a curated marketplace for financial products. The platform enhances users' financial well-being by facilitating informed choices through unique segmenting and scoring capabilities. Additionally, Guiabolso stands out as the only company in Brazil with a fully operational end-to-end Open Banking solution tailored for B2B clients, offering advanced analytics and personal financial management features. By leveraging open data access, Guiabolso seeks to improve the financial lives of consumers and provide valuable insights to its corporate partners.

Alvva is a San Francisco-based startup dedicated to developing financial products aimed at enhancing the upward mobility of the over 25 million noncitizen immigrants in the United States. Recognizing that many eligible non-citizens encounter barriers such as unaffordability and limited access to traditional credit, Alvva's first offering is a credit-building loan designed to assist with the costs associated with filing immigration applications. The company employs a fintech platform that provides an electronic check compliant with USCIS specifications and aligns payment schedules with payroll cycles, allowing users to manage their immigration expenses while simultaneously building their credit history. Founded by a team with a shared immigrant experience and extensive fintech expertise, Alvva is committed to addressing the unique challenges faced by immigrants and facilitating their journey towards achieving citizenship and financial stability.

One is a financial mobile application headquartered in San Francisco, California, that offers a range of banking and fintech solutions. Founded in 2019, the company focuses on enhancing users' financial capabilities by providing services such as online payments, cash transactions, and digital wallet functionalities. The app is designed to increase users' spending power by optimizing their earnings and helping them achieve financial goals more efficiently. Additionally, One enables users to share money easily with family and friends while promoting faster growth of their finances. Through its innovative offerings, One aims to bridge financial gaps for its users.

IOUU is a Fintech company focused on transforming traditional financial services to make them more accessible and efficient. The company offers a peer-to-peer lending platform that connects businesses and individuals seeking credit with investors and lending institutions. By leveraging technology, IOUU aims to streamline access to financial services, providing a more transparent and efficient alternative to traditional loan processes. The platform emphasizes financial inclusion and personalized development, ensuring that clients can secure better credit options. Through the use of innovative solutions, including non-traditional data sources and machine learning, IOUU seeks to enhance the customer experience and promote ethical lending practices. The company's mission is to democratize finance and create lasting relationships by delivering greater value and improved opportunities in digital banking.

Foresight was originally created by Taylor Davidson in 2008 as a resource for entrepreneurs to download a simple financial model template for early-stage startups. The reason was simple: Taylor found himself continually creating new financial models for entrepreneur friends of his from scratch, and struggled to find standard templates or resources on the web. He spent one last time building a new financial model for a friend, and then turned it into a template and released it to the public on his website. After years of modifications, additions, improvements, and new models, Foresight has grown into a more complete resource for financial model templates and standards for entrepreneurs. Over 10,000 people have downloaded one of the financial models and multiple entrepreneurs have raised millions of dollars in venture funding using these templates as a base.

Altro, formerly known as Perch, is a financial technology company founded in 2019 and headquartered in Los Angeles, California. The company has developed a platform that enables users to enhance their credit scores by utilizing their recurring expenses, such as bills and subscriptions, as part of their credit history. Through its free app, Altro allows users to link these payments, helping them to recognize and leverage previously uncounted financial activities to improve their credit standing. Altro aims to empower individuals by making every payment contribute to their financial growth and creditworthiness.

Payflow is a financial technology company founded in 2020 and based in Spain, specializing in employee benefit solutions. The company offers a platform that allows employees to access their earned salaries instantly, thereby enhancing their financial well-being. This service enables organizations to provide financial flexibility to their workforce without impacting cash flow, ultimately leading to improved employee productivity and engagement. Payflow simplifies the payroll process, allowing clients to manage their teams' finances more effectively while ensuring that employees receive their benefits promptly. Backed by Rocket Internet, Payflow aims to transform the way companies approach employee compensation and financial health.

Array is a technology company that empowers digital brands, financial institutions, and fintech firms to rapidly launch consumer-focused financial products and features. Its platform enables clients to boost revenue and enhance digital engagement, while promoting financial literacy among their customers. Array's software measures and provides personalized credit and financial data, ensuring secure and customizable solutions for businesses.

Personal Finance Plans are a type of financial education Fintech that caters to both individuals (B2C) and businesses (B2B) (B2B2C). Thousands of consumers are served all around Brazil. Their team works with clients online and on a one-on-one basis to help customers plan, manage, and handle their money, whether it's to pay off debts, save, or invest.

Nelo is a Mexico City-based company that specializes in developing a mobile application for financial transactions. Founded on April 8, 2019, Nelo offers a digital payment management platform that enables users to track their financial transactions effectively. The platform allows individuals to send and request money while providing a free virtual card with no charges for account opening. This functionality facilitates real-time payment and balance tracking, empowering users to manage their funds in an affordable and secure manner.

Realworld is a developer of an application designed to simplify and automate the complexities of adulthood by providing a centralized platform for managing various aspects of life. The application serves as a comprehensive resource for users, guiding them through important decisions related to finance, health, insurance, and other essential life moments. It enables users to set up credit cards, manage student loan repayments, schedule medical appointments, select health insurance plans, and organize important documents for tasks such as applying for apartment leases. Additionally, Realworld helps users keep track of civic responsibilities by sending reminders for voter registration and local elections. Through its holistic approach, Realworld empowers individuals to navigate adulthood more effectively and make informed decisions.

Daylight is a digital banking platform based in West Hollywood, California, specifically designed for the LGBTQ+ community. Founded in 2020, Daylight offers a range of services including prepaid cards, financial tools, and advice tailored to the unique needs of its members. The platform not only facilitates smarter financial habits but also provides cashback rewards for spending at queer bars and allied businesses. By fostering a supportive community, Daylight aims to empower individuals to navigate the financial system effectively and build a secure future without compromise.

Lana is a technology company focused on providing financial services to traditionally underserved populations in Latin America, specifically in Mexico, Chile, and Peru. Through its innovative fintech application, Lana connects users, particularly those engaged in the gig economy, with essential financial tools tailored to their needs. The application facilitates automated personal financial management, enabling users to make bill payments and securely send and receive money through encrypted transactions. By addressing the specific challenges faced by these communities, Lana aims to foster greater financial inclusion and empower individuals with access to convenient and reliable financial services.

Starship is a financial technology company based in New York City, established in 2016. It focuses on creating a mobile health savings account (HSA) platform that integrates savings, investing, and health-tracking tools. The application allows users to conveniently manage their health savings through automated investing in index funds, streamlined reimbursements, and a user-friendly mobile interface. Additionally, it offers features such as receipt management, card management, and family account oversight, facilitating tax-free healthcare expenses and promoting financial wellness. Starship aims to simplify the process of saving and investing for healthcare needs, making it accessible and efficient for users.

Super.com is a financial application that focuses on helping users save money and build credit. Originally known as Snapcommerce, the company operates a platform that offers discounted everyday items and travel deals, including hotel bookings. By facilitating cashback opportunities and providing users with tools to manage their finances effectively, Super.com aims to empower consumers to make smarter purchasing decisions. The application serves as a centralized hub for users to access various deals, enabling them to maximize savings while enhancing their credit profiles through responsible spending.

Stilt Inc. is a financial technology company based in San Francisco, California, founded in 2015. It specializes in providing collateral-free personal loans to international students, graduates, immigrants, and underserved individuals in the United States who have limited or no credit history. Stilt's innovative lending platform employs both proprietary and public data sources to assess the creditworthiness of these individuals, allowing the company to offer short-term loans at competitive interest rates. By facilitating access to capital, Stilt aims to empower immigrants and non-citizens in building their credit profiles and achieving financial stability.

BukuKas is a neo-banking venture focused on integrating unbanked individuals in Southeast Asia into the financial ecosystem. Initially launched in Indonesia, the BukuKas app aims to support micro and small enterprises by digitizing traditional bookkeeping methods. The application allows business owners to easily record sales, expenses, and cash transactions using their smartphones. By simplifying cash management, BukuKas helps these enterprises enhance their profitability. Additionally, the app offers features such as transaction management, money transfer without bank fees, performance monitoring, automatic financial report generation, and stock management. Through these services, BukuKas seeks to improve cash flow management for small businesses in the region.

Fynn is a company that specializes in providing loan services tailored specifically for school students. Unlike federal loan programs or other private lenders, Fynn offers private loans with distinct terms, repayment options, and rates. The company focuses on supporting students pursuing trade and vocational education by underwriting loans based on the students' future potential. Fynn aligns its interests with both schools and students to ensure comprehensive support from enrollment through to employment, aiming to help customers achieve long-term financial stability through accessible education financing.

Finmark is a financial planning software company founded in 2020 in Raleigh, North Carolina, by Greg Lissy, Jeremy Neuberger, and Rami Essaid. The platform is designed to simplify financial management for startups by transforming complex financial concepts and calculations into an intuitive interface. This allows companies, ranging from pre-revenue to pre-IPO, to manage their runway, hiring plans, and key financial metrics with greater ease. By facilitating collaboration and reducing the resources needed for financial planning, Finmark enables startup founders to create, update, and share their financial plans effectively, positioning them for success in a competitive landscape.

Catch is a Boston-based company that designs a personal benefits platform aimed at freelancers, contractors, and workers without employer-sponsored benefits. Established in 2016, Catch provides a range of financial solutions, including tax withholding, retirement savings plans, health insurance, and student loan refinancing. The platform allows users to conduct benefit checkups, link bank accounts, and create personalized financial plans, helping individuals build a comprehensive safety net for their financial stability and security. By leveraging data-driven insights, Catch enables users to take control of their financial needs and manage their wealth effectively in an evolving work landscape.

Possible Finance is a consumer finance company dedicated to providing access to capital while promoting long-term financial health. The company focuses on helping communities break the cycle of debt and enhance economic mobility. It has developed a mobile-only financing application that allows users to secure short-term loans without undergoing a credit check. This platform offers a straightforward and affordable alternative to traditional payday loans, featuring longer repayment schedules through multiple installments. By simplifying the borrowing process, Possible Finance aims to empower individuals to manage their finances more effectively and build their credit over time.

Facet Wealth is a financial technology company that specializes in personalized financial planning services. The company offers comprehensive solutions tailored to individual needs and goals, focusing on various aspects of a client's financial life, including investments, retirement planning, and tax strategies. By leveraging advanced technology, Facet Wealth aims to streamline the financial planning process, making it more efficient and accessible for clients. The company emphasizes a holistic approach to financial advice, ensuring that all relevant factors are considered in the planning process. Through its innovative services, Facet Wealth strives to enhance the client experience and facilitate informed decision-making in personal finance.

Treasure Financial Inc., established in 2017 and headquartered in Toronto, Canada, specializes in developing a money management app tailored for children. The app, Treasure Card, is designed to educate kids about money, fostering good financial habits and understanding of key concepts such as saving, budgeting, and the difference between wants and needs. Parents can monitor and control their children's spending, set savings goals, and utilize educational resources within the app. Additionally, Treasure Card offers features like automatic savings and spending limits to help children learn about money management in a secure and controlled environment.

Neon is a Brazilian fintech company founded in 2016, offering a digital banking platform and bill payment services. With over 15 million customers and 1,600 employees, Neon provides a range of products including debit and credit cards without annual fees, personal loans, investments in CDB and CDI, cashback on debit transactions, and various payment methods. Notably, Neon For Life, an AI-driven platform, enables consumers to pay bills like rent and utilities on flexible terms, without traditional credit pitfalls. The company aims to provide accessible, abusive-fee-free financial services to Brazilian workers and micro-entrepreneurs, with a focus on simplicity and convenience.

Allya is a financial wellbeing platform designed to enhance employees' financial health by providing access to exclusive discounts and perks. The platform connects employees and companies, enabling personalized benefits through a comprehensive discount network. By developing a partnership network and benefits application, Allya facilitates meaningful connections between individuals, businesses, and partners, allowing employees to access relevant financial advantages tailored to their needs. This approach not only promotes the adoption of positive financial habits among users but also assists companies in digitizing their human resource practices. Ultimately, Allya aims to foster financial wellbeing for employees while simultaneously supporting business growth and maintaining profitability.

Dwelling is a financial services company based in Austin, Texas, founded in 2020. It operates as a tech-powered real estate brokerage that utilizes technology to connect homebuyers with optimal incentives and financial programs tailored to their individual financial situations. By combining savings strategies and financial guidance, Dwelling aims to simplify the home-buying process, helping clients save money compared to traditional savings methods. The company focuses on making home ownership more accessible and financially feasible for its users.

Super.com is a financial application that focuses on helping users save money and build credit. Originally known as Snapcommerce, the company operates a platform that offers discounted everyday items and travel deals, including hotel bookings. By facilitating cashback opportunities and providing users with tools to manage their finances effectively, Super.com aims to empower consumers to make smarter purchasing decisions. The application serves as a centralized hub for users to access various deals, enabling them to maximize savings while enhancing their credit profiles through responsible spending.

Nelo is a Mexico City-based company that specializes in developing a mobile application for financial transactions. Founded on April 8, 2019, Nelo offers a digital payment management platform that enables users to track their financial transactions effectively. The platform allows individuals to send and request money while providing a free virtual card with no charges for account opening. This functionality facilitates real-time payment and balance tracking, empowering users to manage their funds in an affordable and secure manner.

Realworld is a developer of an application designed to simplify and automate the complexities of adulthood by providing a centralized platform for managing various aspects of life. The application serves as a comprehensive resource for users, guiding them through important decisions related to finance, health, insurance, and other essential life moments. It enables users to set up credit cards, manage student loan repayments, schedule medical appointments, select health insurance plans, and organize important documents for tasks such as applying for apartment leases. Additionally, Realworld helps users keep track of civic responsibilities by sending reminders for voter registration and local elections. Through its holistic approach, Realworld empowers individuals to navigate adulthood more effectively and make informed decisions.

Array is a technology company that empowers digital brands, financial institutions, and fintech firms to rapidly launch consumer-focused financial products and features. Its platform enables clients to boost revenue and enhance digital engagement, while promoting financial literacy among their customers. Array's software measures and provides personalized credit and financial data, ensuring secure and customizable solutions for businesses.

Stilt Inc. is a financial technology company based in San Francisco, California, founded in 2015. It specializes in providing collateral-free personal loans to international students, graduates, immigrants, and underserved individuals in the United States who have limited or no credit history. Stilt's innovative lending platform employs both proprietary and public data sources to assess the creditworthiness of these individuals, allowing the company to offer short-term loans at competitive interest rates. By facilitating access to capital, Stilt aims to empower immigrants and non-citizens in building their credit profiles and achieving financial stability.

Nira is a financial technology company focused on promoting financial inclusion through accessible and transparent lending products. The company has developed a digital credit application that simplifies the process of obtaining small-sized loans. Users can easily upload necessary documents and select their desired loan amount, receiving a decision within three minutes. This streamlined approach enables individuals to gain immediate access to funds, empowering them to make choices that enhance their financial freedom. Nira aims to create an environment where users can confidently manage their financial needs with clarity and ease.

Indo is a mobile first technologically advanced neo-bank. Indo is secure, safe and offers the best interest that is available irrespective of the amount a customer would have in their indó wallets.

One is a financial mobile application headquartered in San Francisco, California, that offers a range of banking and fintech solutions. Founded in 2019, the company focuses on enhancing users' financial capabilities by providing services such as online payments, cash transactions, and digital wallet functionalities. The app is designed to increase users' spending power by optimizing their earnings and helping them achieve financial goals more efficiently. Additionally, One enables users to share money easily with family and friends while promoting faster growth of their finances. Through its innovative offerings, One aims to bridge financial gaps for its users.

Human Interest is a retirement plan provider based in San Francisco, California, founded in 2015 by Paul Sawaya and Roger Lee. The company specializes in making it easy for small and medium-sized businesses to offer retirement savings plans to their employees. Human Interest has developed an end-to-end technology platform that addresses administrative and compliance challenges, providing affordable and straightforward employee retirement plans. This platform automatically creates employee accounts and syncs deductions with payroll providers, while also offering personalized investment advice. Through these services, Human Interest has assisted thousands of businesses across America in providing retirement accounts to their employees.

IOUU is a Fintech company focused on transforming traditional financial services to make them more accessible and efficient. The company offers a peer-to-peer lending platform that connects businesses and individuals seeking credit with investors and lending institutions. By leveraging technology, IOUU aims to streamline access to financial services, providing a more transparent and efficient alternative to traditional loan processes. The platform emphasizes financial inclusion and personalized development, ensuring that clients can secure better credit options. Through the use of innovative solutions, including non-traditional data sources and machine learning, IOUU seeks to enhance the customer experience and promote ethical lending practices. The company's mission is to democratize finance and create lasting relationships by delivering greater value and improved opportunities in digital banking.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

TaxBit is a cryptocurrency tax and accounting software company that automates tax calculations and reporting for cryptocurrency transactions. Its platform allows users to link their exchanges and wallets to efficiently gather transaction data, which is then processed to generate tax forms automatically. In addition to tax automation, TaxBit offers real-time portfolio tracking and insights for tax optimization, enabling users to make informed, tax-efficient trading decisions throughout the year. The company serves both individual consumers and enterprises, providing a comprehensive solution for managing cryptocurrency tax compliance and accounting needs.

Starship is a financial technology company based in New York City, established in 2016. It focuses on creating a mobile health savings account (HSA) platform that integrates savings, investing, and health-tracking tools. The application allows users to conveniently manage their health savings through automated investing in index funds, streamlined reimbursements, and a user-friendly mobile interface. Additionally, it offers features such as receipt management, card management, and family account oversight, facilitating tax-free healthcare expenses and promoting financial wellness. Starship aims to simplify the process of saving and investing for healthcare needs, making it accessible and efficient for users.

MoneyFarm is a financial services company that offers an online wealth management platform designed to help individuals manage their investments effectively and transparently. The platform provides personalized financial advisory services, allowing users to create investment portfolios tailored to their financial goals and risk tolerance. MoneyFarm focuses on enabling customers to monitor their investments and recommending adjustments to maintain balanced portfolios. Through its innovative approach, the company aims to grow and protect wealth in a cost-effective manner.

Nira is a financial technology company focused on promoting financial inclusion through accessible and transparent lending products. The company has developed a digital credit application that simplifies the process of obtaining small-sized loans. Users can easily upload necessary documents and select their desired loan amount, receiving a decision within three minutes. This streamlined approach enables individuals to gain immediate access to funds, empowering them to make choices that enhance their financial freedom. Nira aims to create an environment where users can confidently manage their financial needs with clarity and ease.

Altruist is a company focused on enhancing the accessibility and affordability of independent financial advice. It offers a digital investment platform that streamlines operations for financial advisors, automating research and helping identify client needs. By improving efficiency, Altruist empowers advisors to reduce their fees, allowing clients to pay less while increasing their financial confidence. The company supports thousands of financial professionals, ultimately benefiting tens of millions of individuals seeking a better experience with their finances.

Kotas is a subscription-sharing platform designed to facilitate the organization and division of subscription costs among families, friends, and co-workers living at the same address. The platform enables users to efficiently manage shared expenses for various subscription services, such as streaming, by securely dividing costs and handling invoicing. By promoting collaboration in managing personal finances, Kotas provides a convenient solution for users to save money while enjoying shared subscription benefits.

Level, operating under the name Zero Financial, Inc., is a financial technology company based in San Francisco, California, that offers a modern mobile banking experience. The company's primary products include a mobile banking application, a debit card known as Zerocard, and a checking account called Zero Checking. The app provides users with real-time insights into their finances, displaying debit card purchases alongside other transactions to help manage their budgets effectively. Unlike traditional banking options, Zerocard combines the convenience of a debit card with the benefits of a credit card, offering users unlimited cash back rewards ranging from 1.0% to 3.0% on expenditures, as well as competitive annual interest rates on account balances. Level aims to eliminate common banking fees, striving to simplify personal finance management for its users.

IOUU is a Fintech company focused on transforming traditional financial services to make them more accessible and efficient. The company offers a peer-to-peer lending platform that connects businesses and individuals seeking credit with investors and lending institutions. By leveraging technology, IOUU aims to streamline access to financial services, providing a more transparent and efficient alternative to traditional loan processes. The platform emphasizes financial inclusion and personalized development, ensuring that clients can secure better credit options. Through the use of innovative solutions, including non-traditional data sources and machine learning, IOUU seeks to enhance the customer experience and promote ethical lending practices. The company's mission is to democratize finance and create lasting relationships by delivering greater value and improved opportunities in digital banking.

MoneyFarm is a financial services company that offers an online wealth management platform designed to help individuals manage their investments effectively and transparently. The platform provides personalized financial advisory services, allowing users to create investment portfolios tailored to their financial goals and risk tolerance. MoneyFarm focuses on enabling customers to monitor their investments and recommending adjustments to maintain balanced portfolios. Through its innovative approach, the company aims to grow and protect wealth in a cost-effective manner.

Gro is an app that provides financial services, digital accounts, and savings. Offer customers products with reasonable prices, diversified business models, and benefits that are very beneficial to investors. is a private asset manager that specializes in investing in funds.

Guiabolso is a Brazilian fintech company founded in 2014 by Thiago Alvarez and Benjamin Gleason, aimed at transforming the financial landscape through innovative technology and Open Banking solutions. With a user base of 6 million, Guiabolso offers an application that consolidates financial management, automates budgeting, and provides a curated marketplace for financial products. The platform enhances users' financial well-being by facilitating informed choices through unique segmenting and scoring capabilities. Additionally, Guiabolso stands out as the only company in Brazil with a fully operational end-to-end Open Banking solution tailored for B2B clients, offering advanced analytics and personal financial management features. By leveraging open data access, Guiabolso seeks to improve the financial lives of consumers and provide valuable insights to its corporate partners.

Souqalmal.com LLC FZ operates a leading financial comparison website in the Middle East, providing consumers in the UAE and Saudi Arabia with the tools to search and compare various financial products. Founded in 2012 and headquartered in Dubai, the platform offers detailed information on credit cards, personal loans, car loans, bank accounts, mortgages, and various insurance options, including car, home, travel, and SME insurance. Users can obtain real-time quotes for insurance in under 60 seconds and have their policies issued within an hour. Souqalmal.com has also expanded its services to include mobile phone and broadband plans, as well as educational options like schools and nurseries. The company has received multiple awards for its innovative approach and has grown its insurance business significantly. With backing from notable investors and a proven track record, Souqalmal.com continues to empower consumers to make informed financial decisions.

Noverde Tecnologia e Pagamentos S/A is a Brazilian company that specializes in personal loan services and the development of software for credit services. Founded in 2016 and headquartered in São Paulo, Noverde offers a platform that allows individuals to create accounts and share necessary information for loan applications. The company conducts real-time analyses to facilitate secure bank transfers for approved loans, ensuring a streamlined lending process. Noverde prioritizes the privacy of its customers by restricting the sale of personal information to third parties and enables users to track their loan progress directly through its application.

Allya is a financial wellbeing platform designed to enhance employees' financial health by providing access to exclusive discounts and perks. The platform connects employees and companies, enabling personalized benefits through a comprehensive discount network. By developing a partnership network and benefits application, Allya facilitates meaningful connections between individuals, businesses, and partners, allowing employees to access relevant financial advantages tailored to their needs. This approach not only promotes the adoption of positive financial habits among users but also assists companies in digitizing their human resource practices. Ultimately, Allya aims to foster financial wellbeing for employees while simultaneously supporting business growth and maintaining profitability.

Clarity Money, Inc. is a financial technology company based in New York, founded in 2016. The company has developed an artificial intelligence-powered application that assists individuals in managing their personal finances. The Clarity Money app offers users tools to analyze their spending, lower bills, cancel unnecessary subscriptions, transfer funds, and establish savings accounts. It also provides insights into credit scores and promotes greater transparency in financial management. By leveraging advanced data science and AI, Clarity Money aims to empower consumers to make informed financial decisions and optimize their financial well-being. In April 2018, Clarity Money became a subsidiary of Goldman Sachs Bank USA.

Mobills is a personal finance management application founded in 2013 by David Mosiah and Carlos Terceiro. It records users' transactions, presents them in visual formats like graphs and reports, and syncs data securely across devices. With over 1 million downloads on Google Play Store, Mobills helps users analyze their spending habits, set budgets, and achieve financial education goals.

GBolso is a personal finance management solution that enables users to manage receipts and payments, import bank statements, project cash flows, and analyze investments. Users can categorize the entries based on the pre-defined classifications or customize them according to the preferences. Users can also receive payment reminders via email or SMS. The solution has been featured in an article in Folha de São Paulo on personal financial management and Small Business Big Business on Startups. GBolso is based in Brazil. It is a part of the Microsoft Bizpark, Microsoft's global program that helps tech startups.