BankTech Ventures

BankTech Ventures, established in 2021 and headquartered in Sandy, Utah, is a venture capital investment firm focused on supporting technology companies that serve community banks and their customers. The firm aims to drive banks' competitiveness and growth through innovative technological solutions.

Charles Potts

General Partner

17 past transactions

Torpago

Venture Round in 2024
Torpago is a financial technology company that delivers a corporate card and expense management platform for businesses. The offering includes physical and virtual cards linked to spend management software, allowing employees to spend with controlled limits while finance teams set policies and automate expense workflows. The platform is designed to simplify corporate expenses and improve spend visibility for enterprises. Torpago was founded in 2019 and is headquartered in San Francisco, California.

Monit

Venture Round in 2024
Monit is a financial intelligence platform designed to support small and medium-sized business owners by providing them with real-time insights and personalized recommendations to enhance their financial performance. It seamlessly connects to various accounting platforms, allowing users to manage cash flow and identify savings opportunities without the need for spreadsheets. The platform offers clear visualizations of current and projected financial metrics, including cash flow, revenue, and profitability. Monit is offered free of charge to small businesses through partnerships with banks and other enterprises, which aim to foster the success and well-being of their customers. By facilitating digital and financial engagement, Monit helps business owners make informed decisions and plan for the future effectively.

Adlumin

Series B in 2023
Founded in 2016, Adlumin operates a security automation platform designed to detect threats, malfunctions, and IT failures. Its platform collects and analyzes data from various sources, offering features like One-Touch Compliance Reporting for financial auditors. The company empowers organizations with advanced technology and expert guidance for proactive cybersecurity and efficient IT operations.

BillGO

Series B in 2023
BillGO is a fintech company that provides a comprehensive bill management and payments platform aimed at improving the consumer experience in managing financial obligations. The platform addresses the challenges of a decentralized bill payment system by enabling users to view, manage, and pay their bills from a single, consolidated location in real time. It offers features such as bill reminders and flexible payment options, which empower consumers to meet their financial commitments more efficiently. By partnering with financial institutions, fintechs, and billers, BillGO enhances the ability of these organizations to engage with their customers through a secure and user-friendly online payment system. This innovative approach not only facilitates easier bill payment but also contributes to improving overall financial wellness for users.

Revio

Series A in 2023
Revio is a financial services company based in St. Louis, Missouri, that focuses on developing an artificial intelligence-driven platform aimed at community banks and credit unions. The platform offers a range of solutions, including client management, loan and deposit management, and automated regulatory reporting. By leveraging advanced analytics and cloud-based systems, Revio enables financial institutions to operate more efficiently and securely, facilitating the identification of customer needs hidden within core transaction data. This approach allows community banks and credit unions to implement targeted cross-selling strategies, ultimately helping them generate additional revenue and streamline operations. Founded in 2015, Revio addresses the complexities of managing financial systems and contracts, making it easier for smaller institutions to thrive in a competitive environment.

PortX

Series B in 2023
PortX’s Fintech Hub is the Integration-Platform-as-a-Service focused on financial services infrastructure that allows open access to core data and simplifies integrations to third-party applications like fintechs. Access to data and the freedom to connect with partners enables rapid project delivery, agile innovation cycles, and optimal user experiences. PortX facilitates interoperability between internal systems and services such as online banking, credit checks, mortgage and loan applications, and more, allowing for a real-time 360-degree view of account holder data. Financial institutions can empower their teams to connect to fintech partners and real-time payment networks like Zelle®, ACH, FedNow, and others. For more information, please visit portx.io and connect on LinkedIn.

Vero Technologies

Series A in 2023
Vero Technologies is a commercial lending platform that specializes in end-to-end inventory loan management software tailored for small and medium-sized businesses (SMBs). Founded in 2020 and based in New York, the company integrates technology and services to assist financial institutions, wholesalers, and dealers in managing inventory loans efficiently. Its platform facilitates underwriting, funding, risk assessment, and portfolio management, allowing bank and credit union partners to provide floor plan financing without the need for additional systems or personnel. Additionally, Vero Technologies empowers SMB business owners with tools to manage their treasury and capital outflow effectively, enabling them to scale their lending programs through an automated funding system.

Micronotes

Series C in 2023
Micronotes Inc., established in 2008 and based in Boston, Massachusetts, operates as a digital marketing SaaS company specializing in cross-sell technology solutions for financial institutions. The company offers an AI-enabled cloud-based platform that enhances customer engagement through automated digital interviews, leveraging machine learning to analyze customer data and deliver tailored product offers across various digital channels. Their suite of tools includes Cross-Sell Engine, Social Media Targeting, Mobile-SMS Referrals, Net Promoter Score Measurement, and predictive analytics for anticipating customer needs.

Finosec

Seed Round in 2023
Founded in 2018, Finosec specializes in simplifying information security management for financial institutions. Its platform automates labor-intensive tasks such as access rights management, employee training, and cyber hygiene monitoring, enabling senior management to understand and quantify risk posture.

Equabli

Seed Round in 2023
Equabli streamlines complex debt recovery processes into a centralized service. It integrates directly with businesses to manage delinquencies and defaults throughout their lifecycle.

Torpago

Venture Round in 2023
Torpago is a financial technology company that delivers a corporate card and expense management platform for businesses. The offering includes physical and virtual cards linked to spend management software, allowing employees to spend with controlled limits while finance teams set policies and automate expense workflows. The platform is designed to simplify corporate expenses and improve spend visibility for enterprises. Torpago was founded in 2019 and is headquartered in San Francisco, California.

Fintel Connect

Seed Round in 2022
Founded in 2018, Fintel Connect operates a customer acquisition platform designed to connect consumers with safe, informative, and transparent financial products. Based in Vancouver, Canada, the company aims to maximize performance marketing efforts for both brands and publishers while providing fair access to digital growth opportunities.

PortX

Series A in 2022
PortX’s Fintech Hub is the Integration-Platform-as-a-Service focused on financial services infrastructure that allows open access to core data and simplifies integrations to third-party applications like fintechs. Access to data and the freedom to connect with partners enables rapid project delivery, agile innovation cycles, and optimal user experiences. PortX facilitates interoperability between internal systems and services such as online banking, credit checks, mortgage and loan applications, and more, allowing for a real-time 360-degree view of account holder data. Financial institutions can empower their teams to connect to fintech partners and real-time payment networks like Zelle®, ACH, FedNow, and others. For more information, please visit portx.io and connect on LinkedIn.

Beauceron Security

Venture Round in 2022
Founded in 2015, Beauceron Security offers a SaaS platform that simplifies the measurement, management, and monitoring of human-centric cyber risks. Its comprehensive solution includes cybersecurity education, social engineering simulations, executive surveys, dashboards, business process assessments, and technology gap analysis.

PortX

Series A in 2022
PortX’s Fintech Hub is the Integration-Platform-as-a-Service focused on financial services infrastructure that allows open access to core data and simplifies integrations to third-party applications like fintechs. Access to data and the freedom to connect with partners enables rapid project delivery, agile innovation cycles, and optimal user experiences. PortX facilitates interoperability between internal systems and services such as online banking, credit checks, mortgage and loan applications, and more, allowing for a real-time 360-degree view of account holder data. Financial institutions can empower their teams to connect to fintech partners and real-time payment networks like Zelle®, ACH, FedNow, and others. For more information, please visit portx.io and connect on LinkedIn.

Adlumin

Series B in 2021
Founded in 2016, Adlumin operates a security automation platform designed to detect threats, malfunctions, and IT failures. Its platform collects and analyzes data from various sources, offering features like One-Touch Compliance Reporting for financial auditors. The company empowers organizations with advanced technology and expert guidance for proactive cybersecurity and efficient IT operations.
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