Portag3 Ventures

Portag3 Ventures is a venture capital firm that specializes in early stage and startup investments in Fintech companies. It typically makes investment in the technology sector with a focus on financial tech companies and businesses that are consumer facing. The firm prefers to make investments globally and in companies that operate in Canada and also in Europe with a focus on Germany. It seeks to make a minimum investment of $250,000 in a business. Portag3 Ventures was launched in October 2016 and is based in Canada.
JB

Jake Bodanis

Associate

Stephanie Choo

Partner

HF

Hélène Falchier

Partner

Adam Felesky

Partner

DF

David Fraser

Director of Corporate Finance

MG

Melissa Gasser

Principal

Robert Hamlin

Principal

LH

Leslie Hill

Senior Principal, Investor Relations

AJ

Amer Javed

VP of Finance

SK

Sinath Kim

Principal, Partnerships and Policy

SK

Stephan Klee

CFO

IK

Ivan Koparan

Research Associate

Ricky Lai

Principal

Victoire de Lavigne

Associate

LL

Leo Liu

Analyst

Samuel Robinson

President

GV

Grégoire Viat

Associate

Karel Vuong

Senior Associate, Investor Relations

Past deals in Cyprus

Alpaca Securities LLC.

Series A in 2020
Alpaca API enables developers to build investing apps, brokerage services, trading algorithms that can access the market for commission-free. Alpaca is a technology company headquartered in the bay area California and a team of diverse background individuals with deep financial and technology expertise, backed by some of the top investors in the industry globally. We are proud to be supported by the love of enthusiastic community members on various platforms. (Securities by Alpaca Securities LLC http://alpaca.markets/#disclosures)

Rose Technology

Seed Round in 2021
Rose is a next-generation data management platform that allows users to quickly find relevant data and interact with it in a way that allows them to make data driven decisions. Dealing with large amounts of data is a painful experience. The world is fifty odd years into the information revolution, and yet even the most sophisticated of institutions are still working on data using the same hodgepodge of opaque databases and error-prone spreadsheets developed decades ago. Finding what you want is difficult, cleaning data is a constant pain, and integrating information across sources and tools requires investing huge amounts of time and human capital. Rose addresses these issues by providing you with a hub for finding, cleaning, and interacting with your data. Rose's data marketplace gives users exposure to a wide array of robust data sets from a myriad of reputable providers. Users can view how a dataset is constructed and can pull the underlying data into an Excel spreadsheet or Jupyter Notebook. Rose allows users to see their data, make changes to it, and push those changes to the cloud in a way that everyone can see the cleaning process. Rose also comes prepackaged with a large function library that allows users to transform their data and interpret it in a format that makes sense. Information is the most valuable commodity in the marketplace today. Rose gives your organization a common set of tools for manipulating, sharing, and profiting off the backbreaking work of turning raw information into insights that drive decisions.

Drop

Seed Round in 2017
Drop Technologies Inc. operates as an online mobile application that helps shoppers to earn rewards from their purchases on range of brands. The company allows user to shop for food, shopping, and traveling. Drop Technologies Inc. was founded in 2015 and is based in Toronto, Canada.

Dialogue

Series B in 2020
Dialogue was founded with the mission to improve wellbeing by reducing barriers to quality care. As the largest and fastest-growing telemedicine company in Canada, Dialogue provides convenient, virtual access to a multidisciplinary team of healthcare professionals for Canadian companies who care. By empowering employees to be proactive about their physical and mental health, businesses can reap the significant benefits associated with happier and healthier employees.

Drop

Seed Round in 2017
Drop Technologies Inc. operates as an online mobile application that helps shoppers to earn rewards from their purchases on range of brands. The company allows user to shop for food, shopping, and traveling. Drop Technologies Inc. was founded in 2015 and is based in Toronto, Canada.

Hapi App

Seed Round in 2021
Hapi is a stock trading app with cero commission and no minimums focused in Latam. Users from Mexico, Brazil, Colombia, Chile and Peru, can easily register in minutes, transfer their funds with no minimums, trade stocks and ETFs and follow their returns in real time, and find relevant related information to make the best decisions.

Alpaca Securities LLC.

Series A in 2019
Alpaca API enables developers to build investing apps, brokerage services, trading algorithms that can access the market for commission-free. Alpaca is a technology company headquartered in the bay area California and a team of diverse background individuals with deep financial and technology expertise, backed by some of the top investors in the industry globally. We are proud to be supported by the love of enthusiastic community members on various platforms. (Securities by Alpaca Securities LLC http://alpaca.markets/#disclosures)

Conquest Planning

Seed Round in 2021
Conquest Planning Inc. provides an online financial planning and advice platform. The company was incorporated in 2018 and is based in Winnipeg, Canada.

Neat

Venture Round in 2018
Built for entrepreneurs, by entrepreneurs As entrepreneurs our businesses are always in motion: starting from an idea, to making a first sale, to expanding globally. We need a financial experience that evolves with us – an experience that’s still stable and secure, but adaptive too. Banks were built for a different era of business, not for the new economy – where borders are disappearing and it’s easier than ever to start a global business. Neat believes in making international business a reality for entrepreneurs around the world. Today, Neat is a modern alternative to a bank, designed to support you wherever you go. Tomorrow, we’re a platform for doing business: building a dynamic and frictionless economy.

Zensurance Inc.

Seed Round in 2016
Zensurance Inc. provides online commercial insurance brokerage services for startups and small businesses. It offers business, contractors, tech, and tenants insurance. The company was founded in 2016 and is headquartered in Toronto, Canada. As of August 15, 2018, Zensurance Inc. operates as a subsidiary of The Travelers Companies, Inc.

Conquest Planning

Series A in 2023
Conquest Planning Inc. provides an online financial planning and advice platform. The company was incorporated in 2018 and is based in Winnipeg, Canada.

League, Inc.

Series C in 2021
League Inc. is re-imagining employee health benefits and is on a mission to empower people to live healthier, happier lives —every day. We’ve re-imagined employee health benefits. How? Our all-digital platform makes it a breeze for your team to enjoy their benefits and automates all the admin work HR leaders love to hate, making the experience exactly what it should be—easy. Whether it’s complete coverage or a new addition to your total rewards package, League’s suite of products keeps your team healthy and engaged for the long run. From real-time usage tracking to on-site health and wellness activities we’ve got you covered.

Borrowell

Series B in 2019
Borrowell Inc. offers financial products and services. The company provides personal loans and credit cards. It also offers credit score, to get approval for a personal loan, a car loan, or a mortgage. The company owns and operates an online marketplace-lending platform. It provides Canadians with borrowing options and unsecured consumer loans. The company was founded in 2014 and is based in Toronto, Canada.

Koho Financial Inc.

Series C in 2021
KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone. Its platform helps users to complete their day to day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations, enabling users to manage their expenses and banking operations on the go.

Clark

Series C in 2021
Clark is an insurance platform providing transparent, cheap and comprehensive insurance coverage. By combining technology and insurance expertise, Clark offers users simple, fair and customer-centric insurance advice. The Berlin-based company was founded in June 2015 by Dr. Christopher Oster and Steffen Glomb. Clark is supported by FinTech incubator FinLeap and the insurance think tank ITA - "Institute for Transparency".

ClearBanc

Series A in 2018
Clearbanc provides growth capital for web-enabled businesses through its 20-minute term sheet. The company offers fast, affordable growth capital to eCommerce and B2B/SaaS companies. Its investments range from $10K - $10M and its portfolio spans small businesses across the United States, Canada, and the United Kingdom to some of the fastest-growing consumer brands. Launched in 2015, Clearbanc uses proprietary underwriting technology to offer more capital at quicker speeds and more flexible terms than other financing alternatives.

LoanStreet Inc.

Series B in 2022
LoanStreet Inc. operates an integrated, online platform that streamlines the process of sharing, managing, and originating loans for credit unions, banks, and direct lenders. It offers LoanStreet that provides access to a nationwide network of lenders and investors, track the performance of their loan portfolio, and more grow and diversify their balance sheet. The company’s LoanStreet provides real-time reporting, standardized agreements, balance sheet management, and automated reporting. The company was founded in 2013 and is based in New York, New York.

Alan

Series A in 2018
Alan is a digital health insurance platform that revolutionizes health insurance by focusing on user experience with an excellent price-quality ratio health plan. Alan started by creating a health insurance company for individuals and companies, that they can trust as a service and enjoy as an experience. Alan is the insurance company that makes healthcare simpler, smarter, and better. It is the first new independent insurance licensed in France since 1986 by the French Prudential Supervisory Authority (ACPR) and it has raised more than €35m with leading investors such as Index Ventures, CNP, Partech, and Portage since its creation in 2016.

Flybits Inc.

Series C in 2019
Flybits is the leading customer experience platform for the financial services sector, delivering personalization at scale. With the most advanced capabilities in the market, its enterprise-level solution brings relevant content, products, offers, and information to a bank’s digital channels based on what each individual customer needs in the moments that matter. With Flybits, banks are able to design, launch, and measure data-driven consumer experiences that deliver the right information to the right customer at the right time, while preserving their privacy. www.flybits.com

Atomic FI

Series B in 2022
Atomic FI, Inc. provides an infrastructure for connecting to payroll accounts. It offers Atomic, a technology that allows users to connect their payroll account using their payroll credentials. The company’s products also include Deposit, a solution to update the destination bank account of paychecks; Identify, a solution to reduce fraud and onboarding friction with verified profile data from a user’s employer; Verify, a solution to verify a user’s income and employment status; and Balance, a solution to move a user’s credit card/loan balance to a new account. It serves banking and lending industries. Atomic FI, Inc. was incorporated in 2019 and is based in Sandy, Utah.

Glean Analytics Inc.

Seed Round in 2022
Glean Analytics Inc. develops an intelligence solution to manage vendor spending. It offers Glean, a solution that enables users to track spend vs. budget as it occurs; understand the drivers of their costs; receive proactive alerts on potential savings and irregular spend patterns; and compare bills to prior periods and identify differences. The company serves finance teams. Glean Analytics Inc. was founded in 2019 and is based in New York, New York.

Modularbank

Series A in 2022
Modularbank is a cloud-native banking platform that allows to establish a new banking business or digitally transform an existing one. The platform builds next-generation banking experiences both in the retail and business banking landscape. Its API based banking platform follows the microservice architecture and is composed of flexible and independent modules that cover end-to-end everyday banking processes. Modularbank also offers sophisticated and flexible modular-based banking not just to existing banks and challenger banks, but to any business wishing to quickly roll out tailored financial services to their customers. It was founded in 2018 and is based in Tallinn, Estonia.

Qover

Venture Round in 2019
As an international pioneer in the insurance industry, Qover designs, builds and distributes innovative digital insurance solutions across Europe to help fast-growing companies. Its insurance solutions are available in real-time through APIs or white labelling that can be easily and quickly integrated into its partners’ digital platforms. Qover's solutions are diverse and suitable for every type of online business. Among the sectors in which the company is operating today are the gig economy, soft mobility, travel and PropTech. Thanks to the digitisation of the entire value chain, Qover is able to launch tailor-made and competitive products in less than a month. For this purpose, Qover teams up with top insurance companies in order to offer the best coverage on the market at the most attractive price for its partners. Qover is active in 11 countries and covers close to 100,000 people across Europe. Its long-standing partners include renowned companies such as Deliveroo, Wolt, Decathlon, Cowboy, Immoweb and many others.

Koho Financial Inc.

Series B in 2019
KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone. Its platform helps users to complete their day to day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations, enabling users to manage their expenses and banking operations on the go.

Flybits Inc.

Series B in 2017
Flybits is the leading customer experience platform for the financial services sector, delivering personalization at scale. With the most advanced capabilities in the market, its enterprise-level solution brings relevant content, products, offers, and information to a bank’s digital channels based on what each individual customer needs in the moments that matter. With Flybits, banks are able to design, launch, and measure data-driven consumer experiences that deliver the right information to the right customer at the right time, while preserving their privacy. www.flybits.com

Albert Corporation

Series B in 2020
Albert is a financial service company that makes financial advice accessible and affordable. Albert Genius customers can chat directly with a financial expert about any money topic, build a personalized financial plan, and access the intelligent, automated investing of Portfolio by Genius for no additional cost. The company's free features include automatic savings, financial health monitoring, budgeting. and detailed spending reports, and Albert Instant, which offers customers a cash advance against their paycheck to help avoid overdrafts.

Quovo

Series B in 2018
Quovo is a data platform that provides companies with connectivity and insights for millions of consumer financial accounts across more than 14,000 different institutions. Account connectivity is the lifeblood of digital finance. The next transformative innovation in every industry likely involves connecting to customer account data—Quovo helps businesses get there with technology that retrieves, organizes, and analyzes data from across the full breadth of financial accounts. The company's industry-leading APIs, modular applications, and enterprise solutions help businesses deepen their customer relationships with an enhanced connection to their financial lives. From fintech innovators like SoFi and Betterment to the top retail banks, the leading financial services companies rely on Quovo to provide the data and insights they need to predict, transact, and personalize their services more effectively. It was founded in 2010 and headquartered in New York, United States.

Pledg

Venture Round in 2021
Pledg SAS offers an online expense-sharing application to instantly buy and split payments with others. It allows users to split the overall expense and informs them to make the payments. The company was founded in 2016 and is based in Saint-Pabu, France.

Integrate.ai

Series A in 2018
Integrate.ai is an applied AI enterprise software company. Integrate.ai's mission is to build a future in which AI enriches people’s lives while creating better, more valuable businesses. To do this the company is building an AI powered platform for B2C enterprises that integrates with business processes to make customer interactions more natural and valuable. Founded by Steve Irvine, former Facebook executive, we are proud to be based in Toronto, Canada at the centre of an exciting AI ecosystem.

Borrowell

Series A in 2017
Borrowell Inc. offers financial products and services. The company provides personal loans and credit cards. It also offers credit score, to get approval for a personal loan, a car loan, or a mortgage. The company owns and operates an online marketplace-lending platform. It provides Canadians with borrowing options and unsecured consumer loans. The company was founded in 2014 and is based in Toronto, Canada.

Quin Gmbh

Series A in 2022
Stock markets are increasingly replacing the piggy bank as a mean for long-term wealth building. However, with thousands of financial products available across a multitude of brokers, it's not always easy as a consumer to know where to start. This is why getquin was founded in January 2020, to be your co-pilot when investing. From building your individualized ETF-portfolios, to enabling the purchase of ETFs with your desired broker, to monitoring your existing trading account, or even seeing how your favorite securities are performing. getquin is your go-to platform for everything related to investing.

Dialogue

Series B in 2019
Dialogue was founded with the mission to improve wellbeing by reducing barriers to quality care. As the largest and fastest-growing telemedicine company in Canada, Dialogue provides convenient, virtual access to a multidisciplinary team of healthcare professionals for Canadian companies who care. By empowering employees to be proactive about their physical and mental health, businesses can reap the significant benefits associated with happier and healthier employees.

Stride Health, Inc.

Series B in 2017
Stride Health, Inc. operates a health benefits platform that allows independent workers and part-time employees to select and enroll in affordable health coverage. It offers dental plans, drive plans, and doctor and prescription insurance plans. The company serves customers in the United States. Stride Health, Inc. was formerly known as Covered, Inc. and changed its name to Stride Health, Inc. in March 2013. The company was incorporated in 2013 and is based in San Francisco, California.

Hellas Direct

Venture Round in 2021
Hellas Direct is a digital-first, full-stack insurance company, empowered by cutting-edge technology and artificial intelligence. The Cyprus-based company is backed by a roster of leading investors, including Portag3, IFC (a member of the World Bank), Endeavor Catalyst, former Goldman Sachs economist Lord O’Neill and private equity veteran Jon Moulton. Modelling itself on Amazon, Hellas Direct aims to disrupt the insurance value chain by adopting an extreme focus on operational excellence.

Socotra

Series B in 2020
Socotra is a technology platform that builds a modern cloud-based platform for technology-driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers. Socotra was founded in 2014 and is headquartered in San Francisco, California.

Socotra

Series C in 2022
Socotra is a technology platform that builds a modern cloud-based platform for technology-driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers. Socotra was founded in 2014 and is headquartered in San Francisco, California.

Modularbank

Series A in 2022
Modularbank is a cloud-native banking platform that allows to establish a new banking business or digitally transform an existing one. The platform builds next-generation banking experiences both in the retail and business banking landscape. Its API based banking platform follows the microservice architecture and is composed of flexible and independent modules that cover end-to-end everyday banking processes. Modularbank also offers sophisticated and flexible modular-based banking not just to existing banks and challenger banks, but to any business wishing to quickly roll out tailored financial services to their customers. It was founded in 2018 and is based in Tallinn, Estonia.

Pledg

Debt Financing in 2021
Pledg SAS offers an online expense-sharing application to instantly buy and split payments with others. It allows users to split the overall expense and informs them to make the payments. The company was founded in 2016 and is based in Saint-Pabu, France.

Koho Financial Inc.

Series D in 2022
KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone. Its platform helps users to complete their day to day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations, enabling users to manage their expenses and banking operations on the go.

Hellas Direct

Series B in 2018
Hellas Direct is a digital-first, full-stack insurance company, empowered by cutting-edge technology and artificial intelligence. The Cyprus-based company is backed by a roster of leading investors, including Portag3, IFC (a member of the World Bank), Endeavor Catalyst, former Goldman Sachs economist Lord O’Neill and private equity veteran Jon Moulton. Modelling itself on Amazon, Hellas Direct aims to disrupt the insurance value chain by adopting an extreme focus on operational excellence.

Socotra

Venture Round in 2021
Socotra is a technology platform that builds a modern cloud-based platform for technology-driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers. Socotra was founded in 2014 and is headquartered in San Francisco, California.

TheGuarantors

Series C in 2022
TheGuarantors is a FinTech company that offers innovative risk and financial solutions for the real estate ecosystem. With a focus on data and industry expertise in real estate, risk, and finance, TheGuarantors has created winning opportunities for landlords, leasing staff, brokers, renters, and tenants by taking the risk out of the leasing process and making it more efficient at the same time. While Guaranti solves for risk on the multifamily side, Securiti is bringing office landlords and tenants closer together by making the security package cheaper and easier to buy. We are rethinking industry inefficiencies and market needs to create solutions where everyone wins. TheGuarantors were named to CNBC's 2018 Upstart 100 list of promising startups to watch.

Dialogue

Series B in 2020
Dialogue was founded with the mission to improve wellbeing by reducing barriers to quality care. As the largest and fastest-growing telemedicine company in Canada, Dialogue provides convenient, virtual access to a multidisciplinary team of healthcare professionals for Canadian companies who care. By empowering employees to be proactive about their physical and mental health, businesses can reap the significant benefits associated with happier and healthier employees.

Alpaca Securities LLC.

Series B in 2021
Alpaca API enables developers to build investing apps, brokerage services, trading algorithms that can access the market for commission-free. Alpaca is a technology company headquartered in the bay area California and a team of diverse background individuals with deep financial and technology expertise, backed by some of the top investors in the industry globally. We are proud to be supported by the love of enthusiastic community members on various platforms. (Securities by Alpaca Securities LLC http://alpaca.markets/#disclosures)

Moneyworld

Seed Round in 2021
Banks don’t help us save. Moneyworld does. Moneyworld is a mix between a video game and a digital bank — and brings fun, prizes, and a sense of community to the usually lonely act of saving towards a goal. Have you ever wanted to replace your bank manager with a cute talking cat named Joony? Now is your chance! Earn a return on your savings just by exploring the sights and sounds of Moneyworld, and interacting with its inhabitants. Saving can now be fun and games.

Kin Insurance

Seed Round in 2017
Kin Insurance, Inc., an insurance agency, provides insurance products and services. It offers insurance products and services in the areas of homeowners, mobile home, condo, flood, manufactured home, landlord, umbrella, hurricane, wildfire, and second home insurance. Kin Insurance, Inc. was formerly known as Bright Policy, Inc. The company was founded in 2016 and is headquartered in Chicago, Illinois with an additional office in St. Petersburg, Florida. It has payment processing offices in Palatine and Chicago, Illinois.

Kikoff

Series B in 2021
Kikoff Inc. operates and provides a platform to build credit scores for free. Its platform allows customers to receive funds and build a payment history by paying back each month. The company’s services enable users to build credit scores. Kikoff Inc. was incorporated in 2019 and is based in San Francisco, California.

Intropic

Venture Round in 2019
Intropic Limited provides data refineries to map and clean information for investment management firms. The company was incorporated in 2018 and is based in London, United Kingdom.

Zenner Israel

Seed Round in 2022
Zenner Israel help business travelers get to their destination when things go wrong.

Boosted.ai

Series B in 2022
Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry through distributed machine learning. Co-founded by Joshua Pantony, Jon Dorando and Nicholas Abe in 2017, the company and its proprietary web-based platform, Boosted Insights, bring advanced quantitative investing techniques to portfolio managers, without requiring any coding or data science background.

Atomic FI

Series A in 2021
Atomic FI, Inc. provides an infrastructure for connecting to payroll accounts. It offers Atomic, a technology that allows users to connect their payroll account using their payroll credentials. The company’s products also include Deposit, a solution to update the destination bank account of paychecks; Identify, a solution to reduce fraud and onboarding friction with verified profile data from a user’s employer; Verify, a solution to verify a user’s income and employment status; and Balance, a solution to move a user’s credit card/loan balance to a new account. It serves banking and lending industries. Atomic FI, Inc. was incorporated in 2019 and is based in Sandy, Utah.

d1g1t Inc.

Series A in 2018
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services to professional advisers and their individual investors. Founded in 2017, the company is headquartered at Toronto, Ontario, Canada.

Street Contxt

Venture Round in 2017
Street Contxt is a global communication platform for the institutional financial community that is focused on connections between brokers and their clients based on quality content and insight. It is an intelligent information marketplace built for global capital markets. Street Contxt is reinventing the way market-moving commentary is produced, consumed, and discovered across the street, while providing actionable insights that are contextual to each user. It was launched in 2012 and is based in Toronto, Ontario.

Fondeadora

Series A in 2020
Fondeadora is a provider of digital banking services used to eliminate the inefficiencies related to the traditional banking system. The company offers a completely free debit card linked to a powerful app to save, use, and manage money. Its first product is a mobile app and an international MasterCard debit card where anyone can pay, store, and distribute money without complications. Fondeadora was founded in 2018 and is headquartered in Mexico City, Mexico.

Nesto Inc.

Series B in 2021
Nesto is on a mission to offer a positive, empowering and transparent property financing experience, simplified from start to finish. Powered by the most advanced technology, we screen the whole market in seconds to find the most affordable mortgage while our commission-free experts provide you with unbiased support along the process. Simply, welcome to the bright future of home buying.

Limelight Health

Series B in 2017
Limelight Health helps insurance carriers, PEOs and employee benefit brokerage firms to achieve higher levels of sales by automating manual workflows and supporting plan distribution through our technology. By using our 'quote-to-enroll' platform, users simplify their experience, promote their value-add, and reinforce their brand. Integrated API enables seamless connectivity with other carrier, agency and employee benefit systems for end-to-end integration. By using our 'quote-to-enroll' platform, users simplify their experience, promote their value-add, and reinforce their brand. Integrated API enables seamless connectivity with other carrier, agency and employee benefit systems for end-to-end integration.

Boosted.ai

Series A in 2020
Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry through distributed machine learning. Co-founded by Joshua Pantony, Jon Dorando and Nicholas Abe in 2017, the company and its proprietary web-based platform, Boosted Insights, bring advanced quantitative investing techniques to portfolio managers, without requiring any coding or data science background.

Albert Corporation

Series A in 2018
Albert is a financial service company that makes financial advice accessible and affordable. Albert Genius customers can chat directly with a financial expert about any money topic, build a personalized financial plan, and access the intelligent, automated investing of Portfolio by Genius for no additional cost. The company's free features include automatic savings, financial health monitoring, budgeting. and detailed spending reports, and Albert Instant, which offers customers a cash advance against their paycheck to help avoid overdrafts.

Wave

Series D in 2017
Wave makes running a small business better by providing free accounting, invoicing, affordable credit card processing (payments) and payroll. Over 3 million small business owners, in more than 200 countries around the world, rely on WaveApps to run their business. Wave was founded in 2009 and is headquartered in Toronto, Canada.

League, Inc.

Corporate Round in 2019
League Inc. is re-imagining employee health benefits and is on a mission to empower people to live healthier, happier lives —every day. We’ve re-imagined employee health benefits. How? Our all-digital platform makes it a breeze for your team to enjoy their benefits and automates all the admin work HR leaders love to hate, making the experience exactly what it should be—easy. Whether it’s complete coverage or a new addition to your total rewards package, League’s suite of products keeps your team healthy and engaged for the long run. From real-time usage tracking to on-site health and wellness activities we’ve got you covered.

Dialogue

Series A in 2018
Dialogue was founded with the mission to improve wellbeing by reducing barriers to quality care. As the largest and fastest-growing telemedicine company in Canada, Dialogue provides convenient, virtual access to a multidisciplinary team of healthcare professionals for Canadian companies who care. By empowering employees to be proactive about their physical and mental health, businesses can reap the significant benefits associated with happier and healthier employees.

Drop

Series A in 2018
Drop Technologies Inc. operates as an online mobile application that helps shoppers to earn rewards from their purchases on range of brands. The company allows user to shop for food, shopping, and traveling. Drop Technologies Inc. was founded in 2015 and is based in Toronto, Canada.

Conquest Planning

Seed Round in 2020
Conquest Planning Inc. provides an online financial planning and advice platform. The company was incorporated in 2018 and is based in Winnipeg, Canada.

Loot

Series A in 2017
Loot Financial Services Ltd., trading as Loot, provides current account and contactless master card services. It also offers a web application that provides weekly budgets data, real-time spending information, and pause and unpause card services. The company was incorporated in 2014 and is based in London, United Kingdom.

Multiply

Venture Round in 2018
Multiply provides artificial intelligence powered investment advice. The company was founded in 2016 and is based in London, United Kingdom.

Hellas Direct

Series C in 2019
Hellas Direct is a digital-first, full-stack insurance company, empowered by cutting-edge technology and artificial intelligence. The Cyprus-based company is backed by a roster of leading investors, including Portag3, IFC (a member of the World Bank), Endeavor Catalyst, former Goldman Sachs economist Lord O’Neill and private equity veteran Jon Moulton. Modelling itself on Amazon, Hellas Direct aims to disrupt the insurance value chain by adopting an extreme focus on operational excellence.

Clark

Series B in 2018
Clark is an insurance platform providing transparent, cheap and comprehensive insurance coverage. By combining technology and insurance expertise, Clark offers users simple, fair and customer-centric insurance advice. The Berlin-based company was founded in June 2015 by Dr. Christopher Oster and Steffen Glomb. Clark is supported by FinTech incubator FinLeap and the insurance think tank ITA - "Institute for Transparency".

Neat

Venture Round in 2018
Built for entrepreneurs, by entrepreneurs As entrepreneurs our businesses are always in motion: starting from an idea, to making a first sale, to expanding globally. We need a financial experience that evolves with us – an experience that’s still stable and secure, but adaptive too. Banks were built for a different era of business, not for the new economy – where borders are disappearing and it’s easier than ever to start a global business. Neat believes in making international business a reality for entrepreneurs around the world. Today, Neat is a modern alternative to a bank, designed to support you wherever you go. Tomorrow, we’re a platform for doing business: building a dynamic and frictionless economy.

OpenSesafi

Pre Seed Round in 2019
OpenSesafi is a vertical search engine for the financial industry that disrupts sales and distribution of financial products

Borrowell

Series C in 2021
Borrowell Inc. offers financial products and services. The company provides personal loans and credit cards. It also offers credit score, to get approval for a personal loan, a car loan, or a mortgage. The company owns and operates an online marketplace-lending platform. It provides Canadians with borrowing options and unsecured consumer loans. The company was founded in 2014 and is based in Toronto, Canada.

Albert Corporation

Series C in 2021
Albert is a financial service company that makes financial advice accessible and affordable. Albert Genius customers can chat directly with a financial expert about any money topic, build a personalized financial plan, and access the intelligent, automated investing of Portfolio by Genius for no additional cost. The company's free features include automatic savings, financial health monitoring, budgeting. and detailed spending reports, and Albert Instant, which offers customers a cash advance against their paycheck to help avoid overdrafts.

Albert Corporation

Seed Round in 2018
Albert is a financial service company that makes financial advice accessible and affordable. Albert Genius customers can chat directly with a financial expert about any money topic, build a personalized financial plan, and access the intelligent, automated investing of Portfolio by Genius for no additional cost. The company's free features include automatic savings, financial health monitoring, budgeting. and detailed spending reports, and Albert Instant, which offers customers a cash advance against their paycheck to help avoid overdrafts.

Koho Financial Inc.

Venture Round in 2017
KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone. Its platform helps users to complete their day to day banking operations while offering tools such as goals, cash flow projections, group spending, spending insights, and categorizations, enabling users to manage their expenses and banking operations on the go.