Clocktower Technology Ventures

OpenYield operates a bond marketplace designed to provide an equity-like trading experience for corporate bonds, municipals, and Treasurys. Its platform offers automated liquidity, enabling retail brokers and advisors to enhance their fixed-income offerings while reducing costs.

Opto Investments is a private equity firm based in New York, established in 2020. The company provides a comprehensive platform designed for independent investment advisors, enabling them to access private market investments. Opto connects these advisors with top-performing managers and offers a full suite of alternative asset tools, accompanied by expert insights. This approach aims to enhance revenue generation for clients while facilitating access to private investment opportunities, ultimately supporting long-term wealth building.

Sagewell Financial is a company comprised of professionals from technology, insurance, financial services, and operations sectors. It is dedicated to transforming the financial landscape for older adults in the United States. The company offers a platform designed to provide security and support during retirement. This includes features such as building a personalized retirement paycheck, free checking accounts, and access to a personal retirement success advocate for guidance.

M1 is a comprehensive personal finance platform offering automated investment management, low-cost borrowing, high-interest checking, and cashback rewards on Visa debit/credit cards. With over $6 billion in assets under management, M1 serves hundreds of thousands of users, earning numerous accolades for its services.

M1 is a comprehensive personal finance platform offering automated investment management, low-cost borrowing, high-interest checking, and cashback rewards on Visa debit/credit cards. With over $6 billion in assets under management, M1 serves hundreds of thousands of users, earning numerous accolades for its services.

M1 is a comprehensive personal finance platform offering automated investment management, low-cost borrowing, high-interest checking, and cashback rewards on Visa debit/credit cards. With over $6 billion in assets under management, M1 serves hundreds of thousands of users, earning numerous accolades for its services.

M1 is a comprehensive personal finance platform offering automated investment management, low-cost borrowing, high-interest checking, and cashback rewards on Visa debit/credit cards. With over $6 billion in assets under management, M1 serves hundreds of thousands of users, earning numerous accolades for its 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.

Bricklane is a technology-driven company focused on enabling investment in residential property at scale. Established in 2016, it utilizes its proprietary platform, Compass, to streamline the investment process, allowing for the execution of granular transactions that are often overlooked by larger investors. Bricklane aims to provide a beneficial experience for tenants through long-term contracts and responsive property management. The company is currently implementing its first major institutional investment strategy, targeting carefully selected areas in London, the South East, and Bristol. Additionally, it manages property portfolios for retail investors in cities such as London, Leeds, Manchester, and Birmingham. Backed by prominent investors, Bricklane is dedicated to optimizing property investment and enhancing returns for its partners.

Kindur Services Inc., operating as Kindur, is a financial technology company based in New York that focuses on assisting baby boomers in their retirement transition. Established in 2016, Kindur offers a platform designed to enhance financial wellness for retirees and their families. The platform manages various aspects of retirement finances, including savings, pensions, and social security, tailored to different phases of retirement. Kindur provides straightforward digital advice to help users understand their financial situation, covering savings, insurance, social security, and healthcare costs. By offering tools such as a personalized retirement paycheck, Kindur aims to empower individuals to navigate retirement with confidence and prepare for unforeseen expenses.

Sentieo is a financial research platform that uses AI-powered search and analytics to support investors and corporate analysts. The platform aggregates internal and external content into a single shared workspace, enabling users to surface insights from financial documents and global filings across investment research, corporate intelligence, and related workflows. It provides tools for financial document search, content coverage, research management, financial data access, and mobile apps, serving investment management, corporations, wealth management, sell side and investment banking, private equity and venture capital, and consulting. Founded in 2012 and headquartered in San Francisco with offices in New Delhi, Sentieo serves over 1,100 global customers, including institutional investment firms and Fortune 500 companies.

Align17 Ltd is a London-based company founded in 2017 that operates a private digital marketplace designed to connect private wealth investors with impactful investment opportunities. The firm focuses on reducing the barriers that investors face when seeking to allocate capital towards social and environmental initiatives. By providing a comprehensive platform for private investors, Align17 facilitates collaboration and co-investment in private impact deals, enabling clients to make informed investment decisions that align with their values while also seeking positive financial returns. Through its services, the company aims to empower investors to harness the potential of finance to create a meaningful and sustainable impact on society.

AlphaFlow, Inc. is a technology-driven investment company based in San Francisco, California, with an additional office in New York. Founded in 2015, AlphaFlow operates an online investment platform focused on real estate assets, specifically providing professionally managed portfolios of real estate loans to institutional investors and accredited individuals. The platform underwrites loans from residential real estate lenders nationwide, utilizing over 50 evaluation factors to identify optimal investment opportunities. By automating best practices in investment management, including diversification and data analytics, AlphaFlow allows investors to benefit from a simplified and intelligent approach to real estate investing without the high fees associated with traditional methods. This enables clients to build and manage diversified investment portfolios across multiple states and loan types, offering access to previously inaccessible asset classes while generating high-income streams through debt-based real estate investments.

Tomorrow Ideas, Inc. is a company focused on safeguarding families' financial futures through its innovative application. The app offers essential features such as a last will and testament, information on state laws, a revocable living trust, and guardianship arrangements for children and pets. Additionally, it provides tools for calculating net worth and life insurance needs, along with a comparison of term life insurance options and a complimentary insurance policy. Founded in 2015 and headquartered in Seattle, Washington, Tomorrow Ideas ensures its application is accessible on both iOS and Android devices, making it convenient for users to manage their financial planning.

Founded in 2016, Windfall develops an AI-powered platform that generates and activates people insights for effective go-to-market strategies. It serves over 400 organizations by providing weekly-updated consumer financial data to identify and engage promising constituents.