Citi

Citi, a global financial services holding company, operates through two primary segments: Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment caters to retail customers, offering traditional banking services, Citi-branded cards, and retail services. The ICG segment serves corporate, institutional, and high-net-worth clients, providing a wide range of banking, financial, and investment services. Citi also manages approximately $4.3 billion in equity investments and committed capital through its global emerging markets private equity arm, CVCI. Additionally, Citi Ventures, the company's venture capital arm, invests in innovative ideas across sectors like fintech, data analytics, and digital assets, fostering growth and collaboration with Citi colleagues, clients, and the broader innovation ecosystem.

Avi Arnon

Senior Vice President

Krishna Balachanader

Managing Director

Thompson Barro

Senior Vice President, Venture Investing

Karine Ben-Simhon

VP Intelligence Partnerships and Innovation

Matt Carbonara

Managing Director

Kateryna Chupryna

Director

Cagla Kaymaz

Senior Vice President

Everett Leonidas

Director

Robert Li

Vice President, Citi Ventures

Gaurav Mehta

Senior Vice President

Blaze O'Byrne

Vice President, Venture Investing

Arvind Purushotham

Founder&Managing Director and Global Head

Vibhor Rastogi

Global Director, AI / ML / Data Investing at Citi Ventures

Meredith Shields

Managing Director

Ornit Shinar

Director and Head, Venture Investing

Cece Stewart

President

Kate Sullivan

COO

Avery Tiras

Equity Research Senior Associate

Luis Valdich

Managing Director, Venture Investing

Jelena Zec

Director

Past deals in New York

Capital Markets Gateway

Series C in 2025
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

Nammu21

Venture Round in 2025
Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.

Quantifind

Venture Round in 2025
Quantifind, Inc. is a data science company that specializes in creating on-demand insights platforms aimed at enhancing marketing effectiveness and detecting financial crimes such as money laundering and fraud. Founded in 2008 by two Ph.D. graduates in atomic physics, the company offers several key products, including signum Analysis, which helps users assess performance drivers for brands and competitors; signum Voice, which focuses on revenue drivers; and signum Impact, which measures the effects of sponsorships on brand awareness and sales. Additionally, Quantifind's platform integrates internal financial institution data with public domain data to identify risks, thereby assisting financial crime analysts in minimizing false positive alerts and managing risk. The company serves various sectors, including automotive, consumer packaged goods, entertainment, financial services, pharmaceuticals, retail, and telecommunications, and has established a strategic partnership with Oracle Financial Services. Quantifind is headquartered in Menlo Park, California, with additional offices in Silicon Valley, New York, and Washington, D.C.

Pylon

Venture Round in 2024
Pylon is a New York-based company that offers a mortgage-lending-as-a-service platform designed to streamline the mortgage process. The platform enables users to originate, underwrite, process, fund, and close loans through an integrated digital experience. By utilizing APIs and pre-built user interface components, Pylon provides customizable infrastructure that allows developers to seamlessly incorporate mortgage lending into their products. This approach enhances the customer experience by delivering a modern, efficient solution for managing all aspects of mortgage origination from application to closing.

Capitolis

Funding Round in 2024
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

DailyPay

Debt Financing in 2024
DailyPay is a New York City-based worktech company that provides an earned wage access solution, aiming to enhance the payment experience for employees across various sectors. By offering a digital wallet system and on-demand pay technology, DailyPay enables workers to access their earned wages before the traditional payday, allowing them to transfer funds directly to any bank account and purchase goods and services as needed. This service acts as a voluntary employee benefit, fostering stronger relationships between employers and their workforce while promoting financial well-being. DailyPay's innovative platform is designed to motivate employees to work harder and remain engaged in their jobs.

UJET

Series D in 2024
UJET, Inc. specializes in developing customer support software and platform solutions that enhance customer communications. Founded in 2015 and headquartered in San Francisco, with additional offices in New York and Seoul, the company offers a cloud contact center platform that integrates seamlessly with major customer relationship management systems like Salesforce, Zendesk, and Kustomer. UJET's platform is designed for the smartphone era, modernizing digital and in-app customer experiences while eliminating the need for customers to switch between different communication channels. By utilizing multiple voices, online messaging, and mobile features, UJET assists customer service agents in managing incoming calls and resolving issues efficiently. The incorporation of artificial intelligence across its services further automates processes and improves interaction quality. Additionally, UJET provides a wait time messaging tool that offers live updates to customers while they are on hold, enhancing overall service satisfaction.

Zeta Global Holdings

Post in 2024
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.

DailyPay

Debt Financing in 2024
DailyPay is a New York City-based worktech company that provides an earned wage access solution, aiming to enhance the payment experience for employees across various sectors. By offering a digital wallet system and on-demand pay technology, DailyPay enables workers to access their earned wages before the traditional payday, allowing them to transfer funds directly to any bank account and purchase goods and services as needed. This service acts as a voluntary employee benefit, fostering stronger relationships between employers and their workforce while promoting financial well-being. DailyPay's innovative platform is designed to motivate employees to work harder and remain engaged in their jobs.

Prevu

Series A in 2023
Prevu, Inc. is a real estate technology company based in New York, founded in 2015. It operates a digital platform designed to enhance the homebuying experience by providing users with control, transparency, and cost savings. Prevu enables homebuyers to browse listings and receive expert advice from dedicated salaried agents, facilitating a seamless end-to-end process. The platform allows buyers to receive a commission rebate based on their purchase price, thereby reducing their overall expenditures when buying or selling real estate. Through its innovative approach, Prevu aims to empower homebuyers and make the real estate transaction process more efficient and affordable.

SellersFi

Debt Financing in 2023
SellersFi is a financial technology company that specializes in providing funding and financial solutions for online marketplace sellers. Founded in 2017 and headquartered in New York, the company has developed a platform that offers automated working capital tailored specifically for e-commerce entrepreneurs. Utilizing machine-learning models, SellersFi analyzes data generated from the business activities of online sellers, enabling them to gain access to growth capital and actionable insights. This approach not only facilitates easy access to funding but also helps improve cash flow and streamline operations for e-commerce businesses.

SellersFi

Venture Round in 2023
SellersFi is a financial technology company that specializes in providing funding and financial solutions for online marketplace sellers. Founded in 2017 and headquartered in New York, the company has developed a platform that offers automated working capital tailored specifically for e-commerce entrepreneurs. Utilizing machine-learning models, SellersFi analyzes data generated from the business activities of online sellers, enabling them to gain access to growth capital and actionable insights. This approach not only facilitates easy access to funding but also helps improve cash flow and streamline operations for e-commerce businesses.

Quantifind

Venture Round in 2023
Quantifind, Inc. is a data science company that specializes in creating on-demand insights platforms aimed at enhancing marketing effectiveness and detecting financial crimes such as money laundering and fraud. Founded in 2008 by two Ph.D. graduates in atomic physics, the company offers several key products, including signum Analysis, which helps users assess performance drivers for brands and competitors; signum Voice, which focuses on revenue drivers; and signum Impact, which measures the effects of sponsorships on brand awareness and sales. Additionally, Quantifind's platform integrates internal financial institution data with public domain data to identify risks, thereby assisting financial crime analysts in minimizing false positive alerts and managing risk. The company serves various sectors, including automotive, consumer packaged goods, entertainment, financial services, pharmaceuticals, retail, and telecommunications, and has established a strategic partnership with Oracle Financial Services. Quantifind is headquartered in Menlo Park, California, with additional offices in Silicon Valley, New York, and Washington, D.C.

Nammu21

Series A in 2022
Nammu21, Inc. is a developer of a digitization and analytics platform that focuses on deconstructing, digitizing, and analyzing complex interconnected transaction documents within the finance ecosystem. Founded in 2017 and based in New York, the company aims to enable stakeholders to access, extract, and utilize data effectively, thereby generating new value. Its platform transforms intricate transaction processes into easily accessible data structures, simplifying the experience for clients navigating the financial landscape. Through its innovative tools, Nammu21 connects contemporary business practices with the digital advancements of the future.

Genesis Global

Venture Round in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Claira

Venture Round in 2022
Claira’s deal intelligence platform for finance automates your deal pipeline, deal origination and deal management while streamlining business processes, enabling deep business insights, & empowering business leaders to make more informed decisions. Whether you're working on behalf of your firm or providing advisory, consulting or legal services across multiple firms, Claira will assist you in achieving efficiency, control, compliance and risk management across a variety of finance & insurance business areas: * Private Credit Analysis; * Investment Management; * Commercial Real Estate; * Asset Management; * Capital Markets; * Commercial Real Estate; * Corporate Banking; * Credit and Lending; * Digital Assets; * Fund Administration; * Hedge Funds; * Insurance; * Investment Banking, M&A; * Investment Management; * Legal, Reg, & Compliance; * Prime Brokerage; * Private Equity, Private Placement, VC; * Real Estate; * Retail Banking; * Wealth Management; etc. Claira is pre-trained and pre-configured with insight modules that don't require your time and effort to train our models on your documents. Claira's unique approach using computational linguistics and sentence-level, deep-semantic parsing provides greater understanding and higher accuracy. Claira's answers are fully traceable and transparent because Claira understands language, just like you. For each document, Claira shows you how we concluded for you to understand and be fully confident in your actions. Claira was created by top data scientists and engineers experienced in solving complex non-finance problems alongside financial service experts on a mission to digitize traditional finance. Claira launched in 2024 and is based in New York, USA.

Blockdaemon

Venture Round in 2022
Blockdaemon Inc. is a blockchain node management platform that enables businesses, enterprises, and developers to efficiently deploy and manage blockchain applications. Founded in 2013 and headquartered in Los Angeles, California, with additional offices in New York and Ireland, the company provides tools that allow users to manage nodes across more than 30 blockchain protocols, including Bitcoin, Ethereum, and Polkadot. Blockdaemon's solution is designed to be fully portable, enabling users to easily switch between networks and chains without the need for extensive configuration. The company also supports the blockchain developer ecosystem by offering expert dev-ops advice, facilitating smoother integration and deployment in the rapidly evolving blockchain landscape.

Lev

Series B in 2022
Lev Inc is a New York-based company founded in 2019 that specializes in financial services, particularly in lending and capital management solutions for commercial real estate transactions. The company has developed a technology platform designed to digitize these transactions, utilizing machine learning and artificial intelligence to analyze historical data and lender activity. This innovative approach allows Lev to identify optimal financing scenarios and connect clients with appropriate lenders. Additionally, the platform facilitates communication and negotiation on behalf of clients, streamlining the process of securing financing for property transactions.

Fidel API

Series B in 2022
Fidel API is a financial infrastructure platform that empowers developers to create programmable experiences in real-time during payment card transactions. By integrating directly with major payment networks like Visa and Mastercard, the platform provides granular transaction data, including amount, location, date, and merchant details. This enables businesses to enhance customer engagement and marketing efforts through real-time, event-driven interactions. Fidel API's technology facilitates the development of advanced loyalty and rewards programs, as well as streamlining processes such as reimbursements and expense management. Founded in 2018 and headquartered in London, Fidel API serves a diverse clientele ranging from startups to large enterprises, including notable organizations like Google and British Airways. The company is supported by significant investors and has a global presence with offices in Lisbon and New York, along with remote employees.

ChargeAfter

Series B in 2022
ChargeAfter Ltd operates a consumer financing platform that connects merchants with a network of global lenders to provide personalized and responsible financing options at the point of sale. Founded in 2017 and headquartered in Ramat Gan, Israel, with additional offices in California and New York, the company offers a data-driven decisioning engine that facilitates real-time financing offers tailored to various consumer credit types. This approach enables approvals for nearly all customer applications, enhancing the shopping experience for consumers while allowing retailers to implement the platform quickly both online and in-store. ChargeAfter’s platform features detailed transaction reporting and white-label options, enabling merchants to seamlessly integrate multiple financing products into their sales processes. By streamlining credit distribution, ChargeAfter helps merchants boost conversion rates, increase average order values, and foster customer loyalty.

Capitolis

Series D in 2022
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

SIMON Markets

Corporate Round in 2022
SIMON Markets LLC is a financial technology company based in New York City that operates an online distribution platform aimed at financial professionals. Established in 2017, the company focuses on structured investments and offers a comprehensive digital suite of tools designed to enhance wealth management. Its platform provides on-demand education, intuitive marketplaces, real-time analytics, and lifecycle management features, which collectively simplify the complexities associated with structured investments and annuity solutions. By addressing the needs of financial professionals, SIMON aims to streamline the investment process and improve client engagement.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

AlphaSense

Series C in 2021
AlphaSense, Inc. is a market intelligence platform that specializes in information discovery for research professionals. Founded in 2007 and headquartered in New York, the company has additional offices in London, Helsinki, Pune, and other locations. Its web-based platform aggregates and indexes financially relevant data from various sources, enabling users to conduct natural language searches for critical insights across filings, research, news, and other disclosures. The platform is designed to facilitate informed decision-making by providing users with the ability to set alerts, analyze data, and navigate complex information efficiently. AlphaSense serves nearly 2,000 enterprise clients, including a significant number of financial institutions and a majority of the S&P 500, who rely on its tools to drive their business decisions.

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.

Matillion

Series E in 2021
Matillion Ltd. specializes in developing cloud data integration software solutions aimed at helping organizations optimize their data usage. The company offers a range of products, including Matillion ETL for Amazon Redshift and Snowflake, which facilitate the extraction, loading, and transformation of structured and semi-structured data in cloud environments. Additionally, Matillion Data Loader allows users to seamlessly integrate data from various sources into their cloud data warehouses. The Matillion Business Intelligence tool provides self-service reporting and analytics capabilities, while Matillion Exchange serves as a marketplace for users to share and download ETL jobs. Matillion's solutions cater to a diverse clientele, including Fortune 500 companies and mid-sized enterprises across the United Kingdom, the United States, and EMEA. Founded in 2010 and headquartered in Manchester, the company also has offices in New York, Denver, and Seattle.

Jetty

Convertible Note in 2021
Jetty Insurance Agency LLC, founded in 2015 and headquartered in New York, provides property and casualty insurance products with a focus on the real estate sector. The company aims to simplify the leasing process and enhance conversion rates for property managers while making renting more affordable and accessible for residents. Jetty's innovative platform helps property managers reduce bad debt and streamline operations, ultimately lowering the financial barriers for renters and saving them significant move-in costs.

Komgo

Series B in 2021
Komgo SA is a Swiss-based technology company that operates a distributed ledger platform aimed at digitalizing the trade and commodities finance sector. Founded in 2018 and headquartered in Geneva, the company has expanded its presence with offices in Singapore, London, New York, and Houston. Komgo's platform streamlines trade finance processes by eliminating manual and paper-based methods, thereby reducing the risk of fraud and enhancing efficiency. It provides a secure environment for peer-to-peer transactions, which allows banks, traders, and other participants to easily access the liquidity necessary for global trade. By offering innovative workflow solutions and a benchmark data reference for the industry, Komgo is committed to simplifying trade finance and creating a more transparent and efficient marketplace.

Capitolis

Series C in 2021
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

Socure

Series D in 2021
Socure Inc. is a provider of digital identity verification solutions, focusing on real-time identity authentication through its Socure ID+ platform. This predictive analytics platform utilizes artificial intelligence and machine learning to authenticate identities by analyzing a multitude of online and offline data sources, including email, phone numbers, addresses, IP addresses, and social media profiles. Socure's offerings include Aida, an AI-driven bot for validating digital identities, Docv, an omnichannel document verification solution, and Sigma Synthetic Fraud, which tackles synthetic identity fraud. The company addresses the needs of various sectors, including software, consulting, and financial firms, through compliance initiatives such as customer identification programs, know your customer requirements, and anti-money laundering measures. Founded in 2012 and headquartered in New York, Socure has established partnerships with key industry players to enhance its service delivery.

Genesis Global

Series B in 2021
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Centrical

Series C in 2021
Centrical is a technology company that specializes in employee performance management. Its platform, Employee-Centric Success, combines real-time performance tracking, continuous feedback, microlearning, and employee engagement features, all powered by AI and gamification. This creates a personalized, motivating work experience for employees and equips managers with interactive coaching tools. With offices in New York, Ra'anana, Israel, and London, Centrical supports businesses in fostering productive and engaged work environments.

Arcus Financial Intelligence

Venture Round in 2020
Arcus Financial Intelligence, Inc. is a New York-based company that develops and operates an application program interface (API) platform designed for banks and financial institutions. The platform focuses on managing consumer bills and financial data, offering real-time bill management and payment services. Users can gain insights into their family finances, including details about outstanding bills, amounts owed, and due dates. Additionally, Arcus provides a multi-rail payment platform that facilitates various payment methods, making payments more accessible for consumers. Founded in 2012 and originally known as Regalii Inc., the company rebranded to Arcus Financial Intelligence, Inc. in June 2018.

Genesis Global

Corporate Round in 2020
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Capitolis

Venture Round in 2020
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.

Socure

Series C in 2020
Socure Inc. is a provider of digital identity verification solutions, focusing on real-time identity authentication through its Socure ID+ platform. This predictive analytics platform utilizes artificial intelligence and machine learning to authenticate identities by analyzing a multitude of online and offline data sources, including email, phone numbers, addresses, IP addresses, and social media profiles. Socure's offerings include Aida, an AI-driven bot for validating digital identities, Docv, an omnichannel document verification solution, and Sigma Synthetic Fraud, which tackles synthetic identity fraud. The company addresses the needs of various sectors, including software, consulting, and financial firms, through compliance initiatives such as customer identification programs, know your customer requirements, and anti-money laundering measures. Founded in 2012 and headquartered in New York, Socure has established partnerships with key industry players to enhance its service delivery.

Capital Markets Gateway

Series B in 2020
Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

UJET

Series C in 2020
UJET, Inc. specializes in developing customer support software and platform solutions that enhance customer communications. Founded in 2015 and headquartered in San Francisco, with additional offices in New York and Seoul, the company offers a cloud contact center platform that integrates seamlessly with major customer relationship management systems like Salesforce, Zendesk, and Kustomer. UJET's platform is designed for the smartphone era, modernizing digital and in-app customer experiences while eliminating the need for customers to switch between different communication channels. By utilizing multiple voices, online messaging, and mobile features, UJET assists customer service agents in managing incoming calls and resolving issues efficiently. The incorporation of artificial intelligence across its services further automates processes and improves interaction quality. Additionally, UJET provides a wait time messaging tool that offers live updates to customers while they are on hold, enhancing overall service satisfaction.

Nylas

Series B in 2020
Nylas Inc., established in 2013 and headquartered in San Francisco, develops a communications platform-as-a-service (CPaaS) that facilitates seamless connectivity between applications and email, calendar, and contact services. The company's flagship product, Nylas, enables businesses worldwide to automate manual tasks, create personalized experiences, and gain insights from communication data. It offers bi-directional sync with major providers like Gmail, Outlook.com, Microsoft Exchange, Office 365, and IMAP, supporting embedded calendar features and recurring events. Nylas operates additional locations in New York and Denver.

Rupert.

Pre Seed Round in 2020
Rupert Inc. is a data operation platform founded in 2019 and headquartered in New York, New York. The company focuses on enhancing business analyst services by addressing inefficiencies in data processing. Its platform automates work processes, allowing users to streamline their tasks and access contextual data for informed decision-making. Rupert's no-code alert builder enables data teams of all sizes to create custom alerts without the need for engineering support, facilitating seamless integration with various data stacks. By simplifying the analytics process, Rupert aims to help organizations achieve meaningful insights and drive business outcomes more efficiently.

Komgo

Venture Round in 2020
Komgo SA is a Swiss-based technology company that operates a distributed ledger platform aimed at digitalizing the trade and commodities finance sector. Founded in 2018 and headquartered in Geneva, the company has expanded its presence with offices in Singapore, London, New York, and Houston. Komgo's platform streamlines trade finance processes by eliminating manual and paper-based methods, thereby reducing the risk of fraud and enhancing efficiency. It provides a secure environment for peer-to-peer transactions, which allows banks, traders, and other participants to easily access the liquidity necessary for global trade. By offering innovative workflow solutions and a benchmark data reference for the industry, Komgo is committed to simplifying trade finance and creating a more transparent and efficient marketplace.

Aiera

Series A in 2020
Aiera, Inc. is a New York-based company that operates an event intelligence and insights platform aimed at enhancing investment strategies for institutional investors. Founded in 2017, Aiera utilizes adaptive deep learning and advanced linguistic techniques to provide real-time analysis and monitoring of public earnings calls, financial disclosures, and various market events. The platform offers users the ability to receive timely alerts, including buy, sell, and hold recommendations, as well as target price updates for tracked equities and crypto assets. Additionally, Aiera’s solutions include automation capabilities for workflows and document discovery, enabling investment professionals to leverage data and insights efficiently. By integrating predictive modeling and self-learning models, Aiera supports investment managers in achieving informed decision-making within a secure and scalable infrastructure.

Digital Asset

Series C in 2019
Digital Asset is a New York-based company that specializes in distributed ledger technology aimed at enhancing financial processes. Founded in 2014 by Don Wilson, Eric Saraniecki, Sunil Hirani, and Yuval Rooz, the company provides a platform known as Daml, which allows organizations to create multi-party solutions that integrate previously isolated systems into cohesive networks. This technology eliminates latency and reduces errors by ensuring consistent data across various stakeholders. Digital Asset primarily serves sectors such as financial services, healthcare, and insurance, and has collaborated with five of the top ten stock exchanges. The company is supported by a range of strategic investors, including prominent firms like Salesforce, Samsung, and J.P. Morgan, positioning it as a leader in the development of tools for secure and efficient asset tracking and settlement.

Cashforce

Series A in 2019
Cashforce BV, established in 2013, is a Belgian-based company with global offices, specializing in smart cash flow management and forecasting. Its platform integrates with various ERPs and banking systems, enabling users to predict cash inflows and outflows, identify potential shortages or surpluses, and simulate multiple cash flow scenarios. Cashforce serves diverse sectors, including wholesale, transportation, and manufacturing, and has a strategic alliance with Treasury Intelligence Solutions GmbH.

Fidel API

Series A in 2019
Fidel API is a financial infrastructure platform that empowers developers to create programmable experiences in real-time during payment card transactions. By integrating directly with major payment networks like Visa and Mastercard, the platform provides granular transaction data, including amount, location, date, and merchant details. This enables businesses to enhance customer engagement and marketing efforts through real-time, event-driven interactions. Fidel API's technology facilitates the development of advanced loyalty and rewards programs, as well as streamlining processes such as reimbursements and expense management. Founded in 2018 and headquartered in London, Fidel API serves a diverse clientele ranging from startups to large enterprises, including notable organizations like Google and British Airways. The company is supported by significant investors and has a global presence with offices in Lisbon and New York, along with remote employees.

Bloomberg Second Measure

Series A in 2019
Bloomberg Second Measure is a technology company that provides performance analytics services by analyzing billions of anonymized purchase transactions. The firm assists major brands and investment firms in addressing real-time inquiries related to company performance and consumer behavior. By leveraging this vast dataset, Bloomberg Second Measure enables businesses to identify rapidly growing companies, benchmark against competitors, and gain deeper insights into customer preferences. The company operates from its headquarters in the Bay Area and has an additional office in New York. It is supported by prominent investors, including Bessemer Venture Partners, Goldman Sachs, and Y Combinator.

Symbiont

Series B in 2019
Symbiont.io, Inc. is a financial technology company that specializes in developing a smart contracts platform tailored for institutional applications of blockchain technology. Founded in 2013 and headquartered in New York City, with an additional office in Amsterdam, the company provides a comprehensive infrastructure for capital markets. This includes a unified ledger for sharing business logic and market data, as well as the Symbiont Assembly platform, which facilitates the issuance, tracking, and management of financial instruments such as loans, securities, and commodities. By enabling complex financial instruments to exist within a decentralized blockchain network, Symbiont aims to enhance transparency, reduce risk, and lower costs for financial institutions and government entities. The company has established partnerships with industry leaders, including Vanguard and the State of Delaware, to drive innovation and improve operational efficiency in the capital markets sector.

Privitar

Corporate Round in 2018
Privitar Ltd. is an enterprise software company specializing in privacy-preserving data mining and advanced data anonymization solutions. Founded in 2014 and headquartered in London, the company serves a diverse global client base across North America, Europe, and Asia. Privitar's product suite includes Privitar Publisher, which allows organizations to securely manage and audit data access, and Privitar Lens, which facilitates the creation of privacy-preserving APIs for reporting and analytics. Additionally, its SecureLink system focuses on data de-identification, while the Privitar Data Privacy Platform enhances data utilization while safeguarding sensitive information. The company's technologies enable clients to analyze potentially sensitive data in compliance with regulations such as GDPR, CPRA, and HIPAA, thereby fostering data-driven innovation and maintaining customer privacy across various sectors, including finance, healthcare, telecommunications, and marketing.

UJET

Series B in 2018
UJET, Inc. specializes in developing customer support software and platform solutions that enhance customer communications. Founded in 2015 and headquartered in San Francisco, with additional offices in New York and Seoul, the company offers a cloud contact center platform that integrates seamlessly with major customer relationship management systems like Salesforce, Zendesk, and Kustomer. UJET's platform is designed for the smartphone era, modernizing digital and in-app customer experiences while eliminating the need for customers to switch between different communication channels. By utilizing multiple voices, online messaging, and mobile features, UJET assists customer service agents in managing incoming calls and resolving issues efficiently. The incorporation of artificial intelligence across its services further automates processes and improves interaction quality. Additionally, UJET provides a wait time messaging tool that offers live updates to customers while they are on hold, enhancing overall service satisfaction.

Braze

Series D in 2017
Braze, Inc. is a customer engagement platform that specializes in enhancing interactions between consumers and brands across various industries, including retail, media, financial services, and hospitality. Founded in 2011 and headquartered in New York, Braze provides a suite of mobile marketing automation and customer relationship management solutions. The platform integrates tools for engagement orchestration, campaign optimization, and cross-channel personalization, utilizing an AI engine called Sage AI to enhance functionality. Braze enables brands to create meaningful, context-driven conversations through various channels, ensuring relevant and timely interactions. The company has additional offices in Chicago, London, San Francisco, and Singapore, reflecting its global presence and commitment to delivering exceptional customer experiences. Formerly known as Appboy, Braze rebranded in November 2017 to better align with its mission of fostering human connections between consumers and the brands they love.

Kensho Technologies

Series B in 2017
Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.

TradeIT

Seed Round in 2017
TradeIT is a New York-based startup focused on enhancing the trading experience for investors through its innovative online trading integration platform. The company aims to empower consumers to become more engaged investors by allowing them to place orders seamlessly with their existing online brokerage accounts from any website or mobile device. TradeIT's technology, developed by a team of financial technology experts, is designed to be easily integrated into various applications, websites, and advertising units, providing a multi-broker experience in the trading ecosystem. The platform prioritizes security and compliance, ensuring that online traders can execute transactions safely and efficiently. With its patent-pending technology, TradeIT is positioned to transform how users interact with their trading activities.

Axoni

Series A in 2016
Axoni is a technology company that specializes in real-time data replication and distributed ledger software for the financial services industry. Founded in 2017, it serves major financial institutions, including banks, asset managers, hedge funds, and market infrastructure firms globally, with offices in New York and London. Axoni's platform facilitates the seamless integration of traditional financial technologies with blockchain systems, offering market information and deep analysis of trends. Its solutions enable rapid deployment of critical financial networks and automate real-time data sharing among market participants, enhancing the management of legal records, lifecycle events, and cash flow calculations.

Illusive Networks

Series B in 2016
Illusive Networks Ltd. specializes in developing cybersecurity solutions focused on deception technology to prevent cyber attacks on enterprise systems. By creating a deceptive environment within existing networks, Illusive effectively identifies attackers, disrupts their activities, and provides actionable forensic insights. The company's offerings include compliance support, insider threat defense, and cloud security services, along with a comprehensive management platform that integrates various modular components for centralized cybersecurity management. Its Active Defense technology enhances security by removing vulnerable connections and replacing them with deceptive alternatives, allowing organizations to detect advanced persistent threats and prevent lateral movement by attackers. Founded in 2014 and based in Tel Aviv-Yafo, Israel, with an additional office in New York, Illusive serves clients across several industries, including finance, healthcare, legal, manufacturing, retail, and technology. The company, spun out from the venture group Team8, leverages expertise from veterans of Israel’s military intelligence to support its innovative approach to cybersecurity.

Braze

Series C in 2016
Braze, Inc. is a customer engagement platform that specializes in enhancing interactions between consumers and brands across various industries, including retail, media, financial services, and hospitality. Founded in 2011 and headquartered in New York, Braze provides a suite of mobile marketing automation and customer relationship management solutions. The platform integrates tools for engagement orchestration, campaign optimization, and cross-channel personalization, utilizing an AI engine called Sage AI to enhance functionality. Braze enables brands to create meaningful, context-driven conversations through various channels, ensuring relevant and timely interactions. The company has additional offices in Chicago, London, San Francisco, and Singapore, reflecting its global presence and commitment to delivering exceptional customer experiences. Formerly known as Appboy, Braze rebranded in November 2017 to better align with its mission of fostering human connections between consumers and the brands they love.

Persado

Series C in 2016
Persado Inc., established in 2011, specializes in AI-generated marketing language solutions. Headquartered in New York, with offices in San Francisco, Chicago, Europe, and the UK, Persado serves major brands across retail, finance, travel, telecom, and healthcare. Its AI platforms, including Pro Email, Pro Social, and Persado Enterprise, create emotionally resonant language for emails, social ads, and personalized consumer interactions, driving short-term sales and long-term relationships. Persado's solutions have generated over $1.5 billion in incremental revenue for clients like Ally Bank, JPMorgan Chase, and Verizon, demonstrating an average 41% lift in conversion rates.

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.

Illusive Networks

Series B in 2015
Illusive Networks Ltd. specializes in developing cybersecurity solutions focused on deception technology to prevent cyber attacks on enterprise systems. By creating a deceptive environment within existing networks, Illusive effectively identifies attackers, disrupts their activities, and provides actionable forensic insights. The company's offerings include compliance support, insider threat defense, and cloud security services, along with a comprehensive management platform that integrates various modular components for centralized cybersecurity management. Its Active Defense technology enhances security by removing vulnerable connections and replacing them with deceptive alternatives, allowing organizations to detect advanced persistent threats and prevent lateral movement by attackers. Founded in 2014 and based in Tel Aviv-Yafo, Israel, with an additional office in New York, Illusive serves clients across several industries, including finance, healthcare, legal, manufacturing, retail, and technology. The company, spun out from the venture group Team8, leverages expertise from veterans of Israel’s military intelligence to support its innovative approach to cybersecurity.

TradeIT

Seed Round in 2015
TradeIT is a New York-based startup focused on enhancing the trading experience for investors through its innovative online trading integration platform. The company aims to empower consumers to become more engaged investors by allowing them to place orders seamlessly with their existing online brokerage accounts from any website or mobile device. TradeIT's technology, developed by a team of financial technology experts, is designed to be easily integrated into various applications, websites, and advertising units, providing a multi-broker experience in the trading ecosystem. The platform prioritizes security and compliance, ensuring that online traders can execute transactions safely and efficiently. With its patent-pending technology, TradeIT is positioned to transform how users interact with their trading activities.

Persado

Series B in 2015
Persado Inc., established in 2011, specializes in AI-generated marketing language solutions. Headquartered in New York, with offices in San Francisco, Chicago, Europe, and the UK, Persado serves major brands across retail, finance, travel, telecom, and healthcare. Its AI platforms, including Pro Email, Pro Social, and Persado Enterprise, create emotionally resonant language for emails, social ads, and personalized consumer interactions, driving short-term sales and long-term relationships. Persado's solutions have generated over $1.5 billion in incremental revenue for clients like Ally Bank, JPMorgan Chase, and Verizon, demonstrating an average 41% lift in conversion rates.

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.

Virtual Growth

Venture Round in 1999
Virtual Growth offers outsourced financial and accounting services to startup and new media companies. It is based in New York, United States.
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