The Goldman Sachs Group, Inc., established in 1869, is a global leader in investment banking, securities, and investment management. It operates in four primary segments: Investment Banking, Institutional Client Services, Investing & Lending, and Investment Management. The company provides a wide range of services, including financial advisory services for mergers and acquisitions, underwriting services for various securities, client execution services for fixed income, currencies, commodities, and equities, securities services, and wealth advisory services. It serves a diverse client base comprising corporations, financial institutions, governments, and high-net-worth individuals. Additionally, Goldman Sachs invests in a broad array of asset classes, including debt securities, equity securities, real estate, and private equity, demonstrating its commitment to driving growth and innovation across industries.
Managing Director, Asia Pacific Healthcare and Life Sciences Investing
Kaixun Zhang
Managing Director
Teresa Mattamouros
Managing Director, Asset and Wealth Management (Infrastructure Fund)
Tanner Mahoney
Vice President
Ben Fife
Vice President - GS Growth
Past deals in Personal Finance
Oportun
Post in 2025
Oportun, Inc. is a financial services company based in San Carlos, California, founded in 2005. It specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. Oportun offers a range of financial products, including small-dollar, unsecured installment loans, auto loans, and secured personal loans. In addition to lending, the company provides deposit accounts, debit card services, and budgeting tools, aiming to empower its members to achieve their financial goals. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit and has helped its members save more than $2.3 billion in interest and fees, averaging annual savings of over $1,800 per member.
Oportun
Post in 2024
Oportun, Inc. is a financial services company based in San Carlos, California, founded in 2005. It specializes in providing personal loans to individuals who may lack a credit score or have limited credit history. Oportun offers a range of financial products, including small-dollar, unsecured installment loans, auto loans, and secured personal loans. In addition to lending, the company provides deposit accounts, debit card services, and budgeting tools, aiming to empower its members to achieve their financial goals. Since its inception, Oportun has disbursed over $15.5 billion in responsible credit and has helped its members save more than $2.3 billion in interest and fees, averaging annual savings of over $1,800 per member.
Stori
Debt Financing in 2024
Stori, established in 2017 and headquartered in Vienna, Virginia, is a technology-driven financial services provider. It specializes in using artificial intelligence to offer inclusive financial products, primarily digital credit cards, to underserved middle- and emerging middle-class customers. Stori's platform connects consumers with personal loan officers, assists in product selection based on financial situations, and guides users through the loan application process. Additionally, it aims to simplify and secure financial management by offering a unified mobile application for borrowing, saving, and investing.
CSB Bank
Post in 2024
CSB Bank Limited, headquartered in Thrissur, India, is a private sector bank that provides a range of banking products and services catering to small and medium enterprises, retail customers, and NRIs. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It offers various deposit products, including current and savings accounts, term deposits, and specialized accounts for NRI customers. CSB Bank provides a wide array of loan options, such as personal, home, vehicle, education, agricultural, and gold loans, as well as working capital and commercial vehicle loans. Additionally, the bank engages in investment activities, proprietary trading, and offers services like money transfers, utility payments, and internet banking. With a network of approximately 411 branches and 300 ATMs, CSB Bank serves over one million customers across India. Established in 1920 and originally known as The Catholic Syrian Bank Limited, it rebranded to CSB Bank Limited in June 2019.
Raisin
Series E in 2023
Raisin is an online financial marketplace based in Berlin, Germany, that connects retail customers with banks seeking to expand their deposit base. Established in 2012, Raisin aims to help savers access the best interest rates available across Europe by offering a range of exclusive savings and investment products. The platform allows users to choose from various options, including overnight flexible savings and long-term deposits, enabling them to earn competitive returns by depositing their money in different banks. Raisin ensures a seamless investment process and simplifies the management of investments through a single platform, enhancing the experience for both individuals and businesses. In June 2021, Raisin expanded its capabilities through a merger with Deposit Solutions, further solidifying its position in the market.
Clara
Debt Financing in 2022
Clara is a spending management platform focused on serving companies in Latin America. It offers an end-to-end solution that includes locally-issued corporate cards, bill payment services, financing options, and a software platform that streamlines corporate expense management. The platform is designed to simplify and automate financial processes, allowing businesses to gain real-time insights into spending and manage budgets more effectively. Clara is backed by a diverse group of global and regional investors, aiming to empower companies with greater financial agility and clarity. By enhancing the way company finances are managed, Clara contributes to increasing the economic competitiveness of the region.
Nubank
Post in 2022
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.
NextCapital
Acquisition in 2022
NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.
Raisin
Venture Round in 2022
Raisin is an online financial marketplace based in Berlin, Germany, that connects retail customers with banks seeking to expand their deposit base. Established in 2012, Raisin aims to help savers access the best interest rates available across Europe by offering a range of exclusive savings and investment products. The platform allows users to choose from various options, including overnight flexible savings and long-term deposits, enabling them to earn competitive returns by depositing their money in different banks. Raisin ensures a seamless investment process and simplifies the management of investments through a single platform, enhancing the experience for both individuals and businesses. In June 2021, Raisin expanded its capabilities through a merger with Deposit Solutions, further solidifying its position in the market.
Provu
Venture Round in 2021
Provu is a fintech company based in São Paulo, Brazil, established in 2015, that specializes in personal and digital credit. The company offers a fully online personal loan service, providing amounts ranging from R$2,500 to R$50,000 with tailored rates designed to suit the financial profiles of individual customers. Provu aims to facilitate access to credit by ensuring a transparent lending process without hidden costs. Its technological infrastructure and dedicated team focus on delivering fairer and more personalized lending solutions, promoting financial health for its users.
Lendbuzz
Series C in 2021
Lendbuzz, Inc. operates an innovative car financing platform that utilizes machine learning algorithms to assess the creditworthiness of individuals, particularly those with thin or no credit history. Founded in 2015 and based in Boston, Massachusetts, the company focuses on providing financing solutions for consumers who are often underserved by traditional banks, including international students, foreign professionals, and expatriates. By analyzing a range of background information—such as employment, education, and financial history—Lendbuzz is able to extend loans and refinancing options with favorable terms, regardless of credit score or the presence of a social security number. The platform partners with auto dealerships to facilitate access to financing, allowing consumers to purchase vehicles while enabling dealerships to serve a broader and more diverse client base.
Sravni.ru
Secondary Market in 2020
Sravni.ru operates a financial products comparison platform aimed at helping individuals make informed decisions to achieve their financial goals. The platform provides independent and impartial comparisons of various financial and insurance products, including bank deposits, loans, credit cards, and insurance options. Sravni.ru updates its offerings daily, ensuring that users have access to the most current information, which is verified by a team of independent experts and analysts. This service is designed to assist users in selecting the most suitable financial products for their needs, facilitating significant life goals such as purchasing an apartment or making future investments.
Bond
Series A in 2020
Bond Financial Technologies, Inc. is a financial technology company based in San Francisco that specializes in creating an enterprise-grade platform designed to facilitate the integration of brands and banks. The company offers an artificial intelligence-driven platform that empowers digital brands to engage effectively with their customers by providing personalized and compliant banking products. Bond's technology allows for the seamless development and launch of financial programs, reducing manual processes and enhancing customer engagement. Established in 2019 and previously known as Aster Labs, Bond Financial Technologies aims to streamline financial services, thereby improving customer lifetime value and promoting a more efficient banking experience.
Lendbuzz
Debt Financing in 2020
Lendbuzz, Inc. operates an innovative car financing platform that utilizes machine learning algorithms to assess the creditworthiness of individuals, particularly those with thin or no credit history. Founded in 2015 and based in Boston, Massachusetts, the company focuses on providing financing solutions for consumers who are often underserved by traditional banks, including international students, foreign professionals, and expatriates. By analyzing a range of background information—such as employment, education, and financial history—Lendbuzz is able to extend loans and refinancing options with favorable terms, regardless of credit score or the presence of a social security number. The platform partners with auto dealerships to facilitate access to financing, allowing consumers to purchase vehicles while enabling dealerships to serve a broader and more diverse client base.
ZestMoney
Series B in 2019
ZestMoney is a consumer lending fintech company founded in 2016 by Priya Sharma, Lizzie Chapman, and Ashish Anantharaman. The company offers a digital lending platform that enables retail consumers to access small loans through Equated Monthly Installments (EMIs) without the requirement of a credit card or credit score. By leveraging mobile technology, digital banking, and artificial intelligence, ZestMoney aims to democratize access to financing for millions of Indian consumers. The platform utilizes AI and machine learning for effective risk profiling, allowing clients to build their credit profiles and improve their credit scores. ZestMoney collaborates with various financial institutions and non-banking financial companies to facilitate these loans, thereby enhancing financial inclusion.
Raisin
Venture Round in 2019
Raisin is an online financial marketplace based in Berlin, Germany, that connects retail customers with banks seeking to expand their deposit base. Established in 2012, Raisin aims to help savers access the best interest rates available across Europe by offering a range of exclusive savings and investment products. The platform allows users to choose from various options, including overnight flexible savings and long-term deposits, enabling them to earn competitive returns by depositing their money in different banks. Raisin ensures a seamless investment process and simplifies the management of investments through a single platform, enhancing the experience for both individuals and businesses. In June 2021, Raisin expanded its capabilities through a merger with Deposit Solutions, further solidifying its position in the market.
Plaid
Series C in 2018
Plaid Inc. is a technology company that facilitates the connection between consumers' bank accounts and applications, aiming to democratize financial services through advanced technological solutions. Founded in 2012 and headquartered in San Francisco, it provides a comprehensive suite of APIs that enable developers to create financial products connecting users with traditional financial institutions. Plaid's offerings include tools for accessing transaction history and balance data, authenticating bank accounts for payments, verifying identities, and confirming real-time account balances and income. These products support various applications in personal finances, consumer payments, lending, banking, and business finance. With a focus on enhancing both consumer experiences and developer capabilities, Plaid serves a diverse range of clients, including Fortune 50 companies, positioning itself as a vital infrastructure provider in the digital financial landscape.
Lufax
Series C in 2018
Lufax is a technology-driven personal financial services platform based in China and affiliated with Ping An Insurance. The company specializes in various financial services, including wealth management and retail credit facilitation. Lufax offers a range of services related to financial asset transactions, including investment services for institutions and individual investors, as well as transaction financing consulting. Its comprehensive platform supports financial asset allocation and transaction organization, enabling clients to manage their financial needs effectively. Through its innovative approach, Lufax aims to enhance financial accessibility and efficiency for its users.
Neyber
Series C in 2017
Neyber is a UK-based fintech company that partners with employers to offer employees access to fairer borrowing and saving options. Through its platform, Neyber provides salary-deducted loans at competitive rates and financial education resources, aiming to improve employees' financial well-being and engagement.
Nubank
Debt Financing in 2017
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.
MoneyHero Group
Series B in 2017
MoneyHero Group is a fintech company that focuses on personal finance aggregation and comparison, aiming to empower individuals for a better financial future. The company's key pillars include Personal Finance Platforms and B2B Business, fostering partnerships with Creatory Channel Partners and Content Creators under eKos_connect. MoneyHero Group shapes the future of finance through technology and connectivity.
Plaid
Series B in 2016
Plaid Inc. is a technology company that facilitates the connection between consumers' bank accounts and applications, aiming to democratize financial services through advanced technological solutions. Founded in 2012 and headquartered in San Francisco, it provides a comprehensive suite of APIs that enable developers to create financial products connecting users with traditional financial institutions. Plaid's offerings include tools for accessing transaction history and balance data, authenticating bank accounts for payments, verifying identities, and confirming real-time account balances and income. These products support various applications in personal finances, consumer payments, lending, banking, and business finance. With a focus on enhancing both consumer experiences and developer capabilities, Plaid serves a diverse range of clients, including Fortune 50 companies, positioning itself as a vital infrastructure provider in the digital financial landscape.
Nubank
Debt Financing in 2016
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.
Block
Series E in 2014
Block, Inc. is a technology company specializing in financial services, founded in 2009. It operates several key platforms, including Square, Cash App, TIDAL, and TBD, aimed at enhancing economic access for individuals and businesses. Block provides payment services to merchants and has developed Cash App as a person-to-person payment network, facilitating seamless transactions among users. In 2023, the payment volume processed through Square exceeded $200 million, reflecting the company's significant role in the financial technology landscape.
Block
Debt Financing in 2014
Block, Inc. is a technology company specializing in financial services, founded in 2009. It operates several key platforms, including Square, Cash App, TIDAL, and TBD, aimed at enhancing economic access for individuals and businesses. Block provides payment services to merchants and has developed Cash App as a person-to-person payment network, facilitating seamless transactions among users. In 2023, the payment volume processed through Square exceeded $200 million, reflecting the company's significant role in the financial technology landscape.
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