Canoe Software Inc. provides a sophisticated software solution focused on financial document and data management. Founded in 2013 and based in New York, the company specializes in automating the extraction and organization of investment documents using artificial intelligence and machine learning technologies. This enables users to efficiently convert unstructured data from various formats, such as PDFs, into actionable insights, thereby improving operational efficiency. Canoe's platform supports a wide range of clients, including single and multi-family offices, endowments, foundations, pensions, investment consultants, and financial institutions, facilitating better management of post-investment operations, monitoring, and reporting. By streamlining the data management process, Canoe helps minimize manual data entry and enhances the accuracy of financial reporting and analysis.
Canoe Software Inc. provides a sophisticated software solution focused on financial document and data management. Founded in 2013 and based in New York, the company specializes in automating the extraction and organization of investment documents using artificial intelligence and machine learning technologies. This enables users to efficiently convert unstructured data from various formats, such as PDFs, into actionable insights, thereby improving operational efficiency. Canoe's platform supports a wide range of clients, including single and multi-family offices, endowments, foundations, pensions, investment consultants, and financial institutions, facilitating better management of post-investment operations, monitoring, and reporting. By streamlining the data management process, Canoe helps minimize manual data entry and enhances the accuracy of financial reporting and analysis.
StashAway
Series D in 2022
StashAway Malaysia Sdn Bhd is a licensed investment platform in Malaysia that specializes in wealth management and portfolio management for both retail and accredited investors. The company is dedicated to providing accessible investment solutions, emphasizing low fees and personalized financial planning. StashAway's platform caters to a diverse audience by offering tools and resources that facilitate informed investment decisions. Its innovative investment strategy, ERAA® (Economic Regime-based Asset Allocation), aims to maximize long-term returns while managing individual risk exposure in response to changing economic conditions. Through its user-friendly mobile app, StashAway simplifies the investment process, making wealth management more approachable for a broad range of investors.
Wint Wealth
Series A in 2022
Founded in 2020 and based in Bengaluru, Wint Wealth offers asset-backed fixed income products to high net-worth individuals and retail investors. These products aim to provide higher returns than traditional fixed deposits with minimum investments starting as low as Rs. 10,000.
StashAway
Series D in 2021
StashAway Malaysia Sdn Bhd is a licensed investment platform in Malaysia that specializes in wealth management and portfolio management for both retail and accredited investors. The company is dedicated to providing accessible investment solutions, emphasizing low fees and personalized financial planning. StashAway's platform caters to a diverse audience by offering tools and resources that facilitate informed investment decisions. Its innovative investment strategy, ERAA® (Economic Regime-based Asset Allocation), aims to maximize long-term returns while managing individual risk exposure in response to changing economic conditions. Through its user-friendly mobile app, StashAway simplifies the investment process, making wealth management more approachable for a broad range of investors.
StashAway
Series C in 2020
StashAway Malaysia Sdn Bhd is a licensed investment platform in Malaysia that specializes in wealth management and portfolio management for both retail and accredited investors. The company is dedicated to providing accessible investment solutions, emphasizing low fees and personalized financial planning. StashAway's platform caters to a diverse audience by offering tools and resources that facilitate informed investment decisions. Its innovative investment strategy, ERAA® (Economic Regime-based Asset Allocation), aims to maximize long-term returns while managing individual risk exposure in response to changing economic conditions. Through its user-friendly mobile app, StashAway simplifies the investment process, making wealth management more approachable for a broad range of investors.
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.
Conquest Planning
Seed Round in 2020
Conquest Planning is a FinTech company founded in 2018 and headquartered in Winnipeg, Canada. It offers an online platform that democratizes access to personalized financial advice for individuals and institutions. The platform combines an AI‑powered planning engine with co‑planning tools and seamless integration into existing systems, enabling banks, wealth‑management firms and other financial institutions to deliver scalable, efficient, and tailored financial planning services.
StashAway
Series B in 2019
StashAway Malaysia Sdn Bhd is a licensed investment platform in Malaysia that specializes in wealth management and portfolio management for both retail and accredited investors. The company is dedicated to providing accessible investment solutions, emphasizing low fees and personalized financial planning. StashAway's platform caters to a diverse audience by offering tools and resources that facilitate informed investment decisions. Its innovative investment strategy, ERAA® (Economic Regime-based Asset Allocation), aims to maximize long-term returns while managing individual risk exposure in response to changing economic conditions. Through its user-friendly mobile app, StashAway simplifies the investment process, making wealth management more approachable for a broad range of investors.
Kuvera.in
Series A in 2019
Kuvera is a financial planning and investment platform that focuses on helping users achieve their financial goals through data-driven insights. The platform allows users to consolidate their investments from various sources, providing a comprehensive view of their financial landscape. By enabling investments in direct mutual fund plans, Kuvera helps users maximize their returns by minimizing third-party commissions. The service also offers tailored investment recommendations based on individual risk appetites and objectives, making it easier for users to navigate their investment journey. Kuvera aims to simplify the investment process, supporting users every step of the way as they work towards realizing their financial aspirations.
Moneybox is a mobile app facilitating saving, investing, and managing pensions. It encourages users to save spare change from daily spending for future investments.
Stockpile
Series B in 2017
Founded in 2010, Stockpile is a San Francisco-based financial services company that aims to democratize investing. It offers zero-fee trading, custodial accounts, gift cards, and fractional investing, enabling users to own stocks and cryptocurrencies with ease. The platform has been featured in prominent publications and maintains a high app store rating.
Quovo Inc. is a data platform that specializes in providing financial analytics and data management solutions for small- and mid-sized investors. Founded in 2009 and headquartered in New York, the company enables businesses to connect to millions of consumer financial accounts across over 14,000 institutions. Quovo's platform retrieves, organizes, and analyzes data, offering features such as automated data repair, portfolio reconciliation, and insights into client account activity. Its services are tailored for a diverse clientele, including endowments, foundations, family offices, and financial advisors. By facilitating deeper connectivity and insights, Quovo assists financial service providers in enhancing customer relationships and personalizing their offerings. In 2019, Quovo became a subsidiary of Plaid Inc.
Vestwell
Seed Round in 2016
Vestwell provides a digital retirement platform that enables employers to establish retirement plans for their employees. The platform offers automated retirement investing options that comply with applicable rules and regulations for defined contribution plans, helping advisers administer client plans with enhanced compliance and automation.