Fin Capital

Healthee is a digital platform that empowers employees to navigate their health benefits effectively. It uses AI to provide instant answers about coverage, help find affordable providers, and inform users about preventive care.

Turbine Finance provides liquidity solutions to venture funds, enabling Limited Partners (LPs) to access their investments on their own timeline, maintain exposure, and gain financial flexibility. The platform facilitates loans against existing investments, allowing LPs to manage liquidity while investing in new opportunities without impacting their ongoing portfolio.

Synctera Inc. is a digital banking solutions provider based in San Carlos, California, and was incorporated in 2020. The company specializes in offering technology infrastructure, sponsor bank connections, and a compliance framework to facilitate the launch of FinTech and embedded banking products for businesses of all sizes. Synctera’s platform employs a unified set of APIs, allowing companies to efficiently introduce and expand various financial products such as debit cards, bank accounts, charge cards, lines of credit, and money movement services. By examining the specific needs of traditional banks and connecting them with appropriate FinTech firms, Synctera manages relationships and regulatory compliance, enabling regional and community banks to transition to digital operations effectively.

OneVest is a fintech company that develops an all-in-one wealth management platform. This platform automates administrative and middle office functions, enabling businesses to expand product capabilities, improve distribution, and streamline operations.

Elevate is an automated, AI-powered platform designed to modernize consumer-directed employee benefits. It serves as an API-enabled benefit account solution for account administrators, including benefit platforms, financial institutions, health plans, and third-party administrators. Elevate's technology supports health savings accounts (HSAs), flexible spending accounts (FSAs), and health reimbursement arrangements (HRAs), offering a comprehensive and reliable service. The platform is utilized by thousands of employers and supports hundreds of thousands of American workers and their families in managing their benefits efficiently.

Poolside is an artificial intelligence platform that offers foundation concepts and infrastructure. It aims to unlock humanity's potential by pursuing AGI for software creation, with the fundamental belief that the transitional path for humanity to AGI is by building specific capabilities instead of a general-purpose approach. It also helps users utilize the power of software creation and understand future systems.

VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.

GovPort is a vertical software-as-a-service platform for federal government contractors that centralizes subcontractor oversight and communication. It provides centralized alerts, secure messaging, and tools to automate compliance tasks, creating a digital, auditable trail of compliance. By reducing administrative costs and risk, it helps prime contractors and their subcontractors stay aligned and manage tasks efficiently.

NewRetirement is a company that offers a retirement planning and management platform. It serves both individual consumers directly and enterprises through white-label solutions or API integrations. The platform assists users in managing various aspects of retirement, including income, healthcare, taxes, and fees. Through content, software, coaching, classes, and advisors, NewRetirement helps users optimize their retirement strategies across multiple factors such as Social Security, Medicare, home equity, asset drawdown, relocation, work, and estate planning. Additionally, the platform provides on-demand fee-only advice to support collaborative decision-making for a better financial future.

Scaleup Finance offers a subscription-based platform designed to enhance the management and administration of financial operations. By providing a digital Chief Financial Officer service and a CXO cockpit for financial management, it enables startups to optimize their finances, allowing them to focus on core business activities.

Healthee is a digital platform that empowers employees to navigate their health benefits effectively. It uses AI to provide instant answers about coverage, help find affordable providers, and inform users about preventive care.

Synctera Inc. is a digital banking solutions provider based in San Carlos, California, and was incorporated in 2020. The company specializes in offering technology infrastructure, sponsor bank connections, and a compliance framework to facilitate the launch of FinTech and embedded banking products for businesses of all sizes. Synctera’s platform employs a unified set of APIs, allowing companies to efficiently introduce and expand various financial products such as debit cards, bank accounts, charge cards, lines of credit, and money movement services. By examining the specific needs of traditional banks and connecting them with appropriate FinTech firms, Synctera manages relationships and regulatory compliance, enabling regional and community banks to transition to digital operations effectively.

Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.

Articul8 operates as a Generative AI enterprise software company focused on helping organizations.

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.

Entrio is the pioneer of Responsible Tech Adoption, helping financial institutions to manage and streamline their use of technology with a Live Solutions Catalog. The company’s innovative approach ensures optimized spending, efficient tech use and reuse, and a transparent tech ecosystem, leading to agility and sustainable growth in the financial sector.

Refine Intelligence offers an AI-powered platform for financial institutions to curb financial crime costs and streamline compliance. The system analyzes anti-money laundering alerts from transaction monitoring tools and flags legitimate activity to reduce investigation time, while supporting protection against check fraud, scams, and money mules. It also enables proactive customer outreach across multiple channels to resolve alerts more quickly, enhance due diligence processes, and maintain regulatory standards. By automating prioritization and engagement, the platform helps banks improve productivity, resolve cases faster, and strengthen customer relationships while mitigating operational risk and regulatory exposure.

Ternary is a multi-cloud FinOps platform that helps organizations optimize cloud spend. As a Google Cloud Partner and FinOps Foundation-certified platform, it addresses Google Cloud Platform customers' cost optimization needs with tools that illuminate cloud charges, optimize usage, and foster collaboration and accountability across teams. The platform provides real-time cost visibility, data-driven optimization, and guidance to prioritize and track savings across cloud environments, enabling customers to maximize value from their cloud investments. Founded in 2021 and headquartered in San Francisco, Ternary focuses on simplifying the cloud bill and supporting customers in achieving measurable cost reductions and improved financial governance.

Carefull is a company dedicated to supporting adult children who manage their aging parents' finances. They offer digital services aimed at simplifying financial caregiving tasks and enhancing family financial decision-making.

Vellum is a data and analytics platform built specifically for the insurance and reinsurance industry.

Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.

Truewind develops an artificial intelligence-based platform that powers bookkeeping and finance operations. It offers a comprehensive financial back office experience through AI and concierge service, providing startups with reliable bookkeeping and detailed financial models for efficient operations.

Certa offers an automated SaaS platform for managing third-party relationships in business-to-business interactions. Its integrated suite of products covers on-boarding, due diligence, risk mitigation, and ongoing monitoring.

Middleware provides a unified cloud-native observability platform for DevOps teams, engineers, IT operations, and business users. It offers real-time monitoring of metrics, logs, and traces across cloud infrastructure, enabling efficient issue identification, diagnosis, and resolution.

Parcha is an AI-powered enterprise software that enables businesses to automate their scale compliance and operations.

Certificial is an insurance verification platform that streamlines the supplier management and certificate issuance processes. By providing businesses with real-time access to suppliers' insurance coverage, it ensures that companies can easily monitor compliance and updates regarding changes in coverage. The platform integrates seamlessly with brokers' and AMS providers' APIs, making it accessible for both large and small agents and brokers at no cost to insurers. Certificial's features include immediate information retrieval, historical records of business relationships, and compliance alerts, which help mitigate risks associated with fraud, misinformation, and coverage lapses.

CapStack Technologies is a financial technology company that provides an integrated operating system for banks and financial services providers. Its platform facilitates collaboration among these institutions, enabling them to manage loan and deposit exposure more effectively, mitigate risks, and ultimately drive profitability and asset diversification.

Diadia Health is a technology company specializing in AI-driven health and wellness solutions. It focuses on preventive care and enhancing longevity, with a particular emphasis on managing and reversing diabetes. The company's platform offers personalized healthcare assistance and curated educational content, utilizing AI assistants that adapt to individual patient needs. This platform empowers both medical professionals and patients with tools for continuous monitoring and learning, ultimately improving health outcomes and expanding medical knowledge.

OneVest is a fintech company that develops an all-in-one wealth management platform. This platform automates administrative and middle office functions, enabling businesses to expand product capabilities, improve distribution, and streamline operations.

Tap is a financial services firm focused on individuals working in the technology sector. It has developed an equity trading platform that facilitates the conversion of startup stock into cash, providing users with the ability to sell their stock for liquidity. The platform offers flexibility, allowing shareholders to sell varying amounts of stock without the complications of traditional processes, such as extensive paperwork or tax implications. Additionally, Tap's services enable users to diversify their equity investments into funds, earn interest, and manage their finances through a cash account within the application. This streamlined approach caters specifically to the needs of technology professionals looking for efficient ways to manage their startup equity.

Setscale is a financial services company that specializes in providing purchase order financing to businesses seeking to scale their operations without the hindrance of cash flow issues. By advancing capital directly to manufacturers, Setscale ensures that clients can fulfill orders promptly, covering up to 100% of production costs. The company carefully evaluates purchase orders of all sizes, allowing it to tailor funding solutions to meet the specific needs of brands and suppliers. As a partner in growth, Setscale helps businesses maintain momentum by offering non-dilutive funding, where repayment occurs only after customers receive their goods and invoice Setscale directly. This model enables companies to focus on expanding their operations rather than struggling with immediate cash flow shortages.

Bits Technology develops automation software that simplifies business onboarding processes. Its platform connects data sources, orchestrates workflows, and ensures secure, compliant operations for financial technology services.

FiVerity, Inc., based in Boston, specializes in creating AI- and machine learning-driven software solutions aimed at detecting and preventing cyber fraud. The company's products are tailored for financial institutions such as banks, credit unions, and credit card providers. FiVerity’s solutions enhance these institutions' consumer-facing processes, including application processing, credit verification, and customer onboarding. By offering predictive and proactive threat intelligence, the company helps its clients reduce fraud-related losses and achieve faster, more profitable growth.

Elevate is an automated, AI-powered platform designed to modernize consumer-directed employee benefits. It serves as an API-enabled benefit account solution for account administrators, including benefit platforms, financial institutions, health plans, and third-party administrators. Elevate's technology supports health savings accounts (HSAs), flexible spending accounts (FSAs), and health reimbursement arrangements (HRAs), offering a comprehensive and reliable service. The platform is utilized by thousands of employers and supports hundreds of thousands of American workers and their families in managing their benefits efficiently.

Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.

Salt Labs is a loyalty and financial technology that enables hourly employees to measure, capture, and reward themselves for their work. The platform offers individuals a chance to create asset ownership applications alongside regular paychecks. This transforms work into ownership, empowering hourly workers to capture the enduring value of their efforts.

Evergreen is creating a marketplace for clean energy projects that is accessible to all, ensures additionality, and quantifies the impact of every Renewable Energy Certificate (REC) over the life of every project.

Bridge is a SaaS-based technology platform owned by Foro Holdings, Inc. that optimizes the way businesses find, evaluate, and select commercial debt finance opportunities. It empowers growing companies, seeking commercial loans of $1M - $20M+ to access capital on their terms by connecting them with the right financial institutions. As former bankers at top commercial banks and business leaders at mid-sized companies, we understand all sides of the commercial lending process. With that experience, our platform removes unnecessary complexities and helps businesses compare and select from leading financial institutions tailored to a business’s specific size and industry. We’re also focused on guiding businesses with insights, data, and counsel at every step of the process, so they can select a partner with confidence, and spend more time running their business. For financial institutions, Bridge identifies businesses actively seeking growth capital that fit the institution’s lending criteria. Their platform eliminates perceived bias and increases access for underserved businesses, enabling financial institutions to facilitate introductions to new clients and markets.

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.

Bridge is a SaaS-based technology platform owned by Foro Holdings, Inc. that optimizes the way businesses find, evaluate, and select commercial debt finance opportunities. It empowers growing companies, seeking commercial loans of $1M - $20M+ to access capital on their terms by connecting them with the right financial institutions. As former bankers at top commercial banks and business leaders at mid-sized companies, we understand all sides of the commercial lending process. With that experience, our platform removes unnecessary complexities and helps businesses compare and select from leading financial institutions tailored to a business’s specific size and industry. We’re also focused on guiding businesses with insights, data, and counsel at every step of the process, so they can select a partner with confidence, and spend more time running their business. For financial institutions, Bridge identifies businesses actively seeking growth capital that fit the institution’s lending criteria. Their platform eliminates perceived bias and increases access for underserved businesses, enabling financial institutions to facilitate introductions to new clients and markets.

Scaleup Finance offers a subscription-based platform designed to enhance the management and administration of financial operations. By providing a digital Chief Financial Officer service and a CXO cockpit for financial management, it enables startups to optimize their finances, allowing them to focus on core business activities.

Portão 3 is a business-focused platform that combines travel management with expense software, providing reservations for flights, hotels, cars, and insurance to help companies manage corporate travel. The company also develops financial software to manage expenses, approvals, reimbursements, and budgets, including features for reservation management, expense tracking, and multiple payment methods to simplify corporate payments.

hi.health is a health‑insurance technology company that streamlines the claims process for private insurers. It offers co‑branded debit cards that members can use worldwide at health‑related facilities, eliminating out‑of‑pocket expenses and reducing claim friction. The platform aggregates digital services, invoices, and prescriptions, providing insurers with real‑time data, structured cost visibility, and fraud controls. By integrating payment and insurance functions, hi.health helps insurers improve member experience, cut operational and fraudulent costs, and encourage cost‑conscious behavior through reward and cashback programs.

C14 develops a payment platform that facilitates seamless transactions between cryptocurrencies and fiat currencies. Its widget can be integrated into websites and decentralized applications (dApps) across various blockchain networks, providing users with secure access to non-fungible tokens (NFTs), blockchains, web projects, and crypto wallets.

Teampay is a developer of a distributed spend management platform tailored for larger small to medium-sized businesses and middle-market organizations. The platform simplifies expense management by streamlining the purchasing process through the use of virtual and physical cards, invoices, and reimbursements. It facilitates a user-friendly workflow that aligns the needs of spenders with finance teams, ensuring transparency and control over organizational spending. By collecting and integrating critical data into existing systems, Teampay addresses common challenges such as policy misalignment and unpredictable expenses, enabling clients to manage their financial operations effectively and securely.

Thoropass is a compliance automation platform that helps businesses navigate complex regulatory requirements. The company offers a suite of services and tools designed to simplify the compliance process, enabling organizations to manage and store compliance programs effectively. Thoropass provides access to various infosec and privacy frameworks, including SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS. By combining intelligent software with expert guidance and continuous monitoring, Thoropass prepares companies for successful audits each year. Its platform facilitates the design of stage-appropriate controls and offers a concierge service to assist clients throughout the certification process. Hundreds of growing companies rely on Thoropass to build scalable security practices and maintain compliance over the long term.

Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.

Bookkeep specializes in streamlining bookkeeping processes for retail, restaurant, and ecommerce businesses. Its platform integrates with various POS systems, providing daily accrual-based summaries, balance reconciliation, automated sales tax filings, ensuring accurate financial records and compliance.

Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.

Navro specializes in providing payment and banking infrastructure for software companies. Its platform offers tools for real-time insights into payments, efficient tracking of money movements, and streamlined international transactions.

OatFi provides the end-to-end infrastructure for B2B payment platforms to embed and monetize working capital tools.

Sequence is focused on creating an innovative financial operations stack specifically for B2B companies. The company develops financial software that simplifies operational processes by offering APIs and tools designed to enhance pricing, billing, and related services. By leveraging data and analytics, Sequence enables businesses to implement dynamic billing and collections systems that adapt to changing market demands. This approach supports companies as they scale from initial funding stages to public offerings, allowing operators to build, iterate, and expand into new markets and product verticals. Additionally, Sequence provides real-time insights into business performance, facilitating informed decision-making.

Reveni is an instant refund platform designed specifically for e-commerce businesses, focusing on enhancing the returns and exchanges experience. The company offers a solution that facilitates immediate refunds to customers while preventing fraudulent returns. By streamlining the refund process, Reveni aims to increase sales, improve customer satisfaction, and enhance cash flow for retailers. Its platform not only simplifies returns but also encourages customer loyalty, enabling businesses to leverage recoveries as a strategic advantage in fostering repeat purchases and positive reviews. Through its innovative approach, Reveni helps e-commerce companies turn a typically challenging aspect of retail into a valuable tool for growth.

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.

TruckSmarter operates a mobile load board that connects trucking drivers with loads from a broad network of brokers. The platform allows drivers to discover, sort, and book loads through a free app, with no monthly fees or long-term contracts. By expanding access to loads, it helps drivers manage trips more efficiently and maximize earnings, while brokers gain access to a larger pool of available drivers. The service focuses on streamlining daily operations for hauling services and supports drivers in selecting carrier types and routes that fit their business needs.

Power specializes in providing business-focused credit card programs using its innovative cloud-native issuance platform. Tailored for high-growth brands, the company's technology enables modern credit cards for digital brands and embedded banking experiences.

Rosaly is a fintech company founded by Arbia Smiti in late 2019, focused on enhancing the financial well-being of employees through its innovative platform. The company's services include automatic management of advance payment requests and a comprehensive financial management tool designed to alleviate financial stress for employees. By providing on-demand pay, budget management, and educational resources through its app, Rosaly empowers businesses to support their staff's financial health while ensuring that cash flow remains unaffected.

VRGL is a company that specializes in providing wealth management firms with advanced analytics and automated data extraction tools. Its platform is designed to enhance the client acquisition, proposal management, and retention processes for financial advisors. By enabling seamless aggregation of client investment data, VRGL allows advisors to deliver a comprehensive view of clients' investment portfolios. The technology offers a no-touch analytics package that helps advisors contextualize their investment offerings and demonstrate the value they add. Additionally, VRGL's software provides scoring of client and prospect portfolios based on key metrics such as performance, diversification, risk, taxes, and fees, thereby guiding advisors in formulating more effective investment strategies. Founded by pioneers in the institutional wealth management sector, VRGL aims to empower financial professionals with the insights needed to better serve their clients.

Venn is a banking platform that integrates multi-currency-based accounts to assist transfers. Venn makes it simple to manage business banking needs. It provides currency exchange rates in Canada, local checking accounts in multiple currencies, domestic and international bank transfers, and a corporate Mastercard to help clients manage their spending.

FairPlay is a company that offers fairness solutions for financial institutions, focusing on integrating fairness into AI decision-making processes to help clients assess and mitigate algorithmic bias in their models. The platform provides tools for automated fair lending analysis, allowing financial institutions to evaluate their decision-making frameworks against regulatory standards. FairPlay AI also helps organizations identify potential biases in their algorithms, ensuring compliance with fair lending regulations while promoting equitable outcomes in financial services. By leveraging data-driven insights, FairPlay AI enables clients to enhance their decision-making processes and foster greater transparency in their operations.

Fuell Technologies, S.L. is a Madrid-based company that specializes in issuing corporate credit cards and providing expense management software for businesses. Founded in 2019, Fuell's platform integrates a corporate card with expense management tools, allowing companies to manage spending in real-time and set budgets without the need for traditional expense reports. The service includes features such as automatic budget updates, credit increases as businesses grow, and cashbacks on various expenditures, including rideshare, fuel, dining, and recruitment services. This innovative approach aims to streamline financial management, offering businesses greater control over their expenses and enhancing operational efficiency.

Holdingz is a risk management platform that helps businesses diversify, protect, and grow their holdings.

Playter operates a business-to-business finance platform that enables flexible payments and invoice financing for companies. The platform provides convenient access to credit, quick cash, and short-term loans, allowing businesses to split invoice costs over multiple months (3, 6, 9 or 12). By offering flexible payment terms, Playter helps clients improve cash flow, attract new customers, and manage payable obligations more efficiently.

Kard Financial, Inc., founded in 2015 and headquartered in New York, operates a web application designed to help users maximize their credit card rewards. By partnering with merchants and financial institutions, Kard aims to redefine the loyalty industry, offering a comprehensive solution that simplifies the rewards process for consumers. The company's platform notifies users of savings opportunities for both online and in-store purchases, enabling card issuers to reduce costs associated with loyalty programs while providing engaging offers to their customers.

Circle is a Boston-based fintech company founded in 2013 by Jeremy Allaire and Sean Neville. It specializes in utilizing stablecoins for payments, e-commerce, and investment products. Circle's services include Circle Pay for easy money transfers, Circle Invest for crypto asset trading, and Circle Trade for over-the-counter transactions. The company is backed by prominent investors such as Jim Breyer, Goldman Sachs, IDG Capital, General Catalyst, and Accel Partners.

Founded in 2014, SamCart is an e-commerce platform designed for creators. It enables users to display products and accept orders on the same webpage, helping tens of thousands of businesses sell billions of dollars worth of products.

Relativity6 develops an AI-driven platform that helps financial organizations enhance customer engagement and profitability. It analyzes diverse data sources to uncover patterns and predict future purchasing behaviors, enabling clients to optimize win-back strategies, detect churn, prevent it, and improve net new acquisitions.

Setscale is a financial services company that specializes in providing purchase order financing to businesses seeking to scale their operations without the hindrance of cash flow issues. By advancing capital directly to manufacturers, Setscale ensures that clients can fulfill orders promptly, covering up to 100% of production costs. The company carefully evaluates purchase orders of all sizes, allowing it to tailor funding solutions to meet the specific needs of brands and suppliers. As a partner in growth, Setscale helps businesses maintain momentum by offering non-dilutive funding, where repayment occurs only after customers receive their goods and invoice Setscale directly. This model enables companies to focus on expanding their operations rather than struggling with immediate cash flow shortages.

Playter operates a business-to-business finance platform that enables flexible payments and invoice financing for companies. The platform provides convenient access to credit, quick cash, and short-term loans, allowing businesses to split invoice costs over multiple months (3, 6, 9 or 12). By offering flexible payment terms, Playter helps clients improve cash flow, attract new customers, and manage payable obligations more efficiently.

PTO Exchange is a company that specializes in transforming the value of paid time off for both employers and employees. Its SaaS-based platform enables employees to convert unused paid time off into various tangible benefits, including vacations, retirement funding, student loan payments, and charitable donations. By allowing employees to trade unused time off for goods and services, PTO Exchange provides a unique solution that enhances employee satisfaction and retention. Additionally, the platform supports a culture of sharing, as employees can donate their time off to non-profits or share it with colleagues. This innovative approach helps employers manage their benefits packages more effectively while promoting a supportive work environment.

Certa offers an automated SaaS platform for managing third-party relationships in business-to-business interactions. Its integrated suite of products covers on-boarding, due diligence, risk mitigation, and ongoing monitoring.

Ternary is a multi-cloud FinOps platform that helps organizations optimize cloud spend. As a Google Cloud Partner and FinOps Foundation-certified platform, it addresses Google Cloud Platform customers' cost optimization needs with tools that illuminate cloud charges, optimize usage, and foster collaboration and accountability across teams. The platform provides real-time cost visibility, data-driven optimization, and guidance to prioritize and track savings across cloud environments, enabling customers to maximize value from their cloud investments. Founded in 2021 and headquartered in San Francisco, Ternary focuses on simplifying the cloud bill and supporting customers in achieving measurable cost reductions and improved financial governance.

Standard Metrics is a platform that automates financial data management for venture capital teams and their portfolio companies. It provides real-time access to firm-wide data, enabling investors and founders to make informed decisions.

Founded in 2020, Koxa is a New York-based fintech company that develops an API platform connecting enterprise resource planning and accounting software with corporate bank accounts. Its cloud-based tools facilitate secure treasury operations by managing identity, access, permissions, and approvals.

Mistho is a fintech company that provides an open payroll API designed to facilitate the access and sharing of salary and employment information in Europe. The platform enables consumers to securely and easily share their income data with various third parties, including banks, insurance companies, and lenders, through a streamlined process. By integrating Mistho's app into existing workflows, businesses can simplify income verification, enhancing the consumer experience during activities such as renting property, leasing vehicles, or applying for loans. This solution eliminates the need for consumers to manually upload payslips or request documentation from their HR departments, as it allows them to log in to their payroll portals directly for verification. Mistho aims to improve the efficiency of income verification processes and support businesses in delivering superior services in the fintech sector.

Neo.tax develops tax automation software for filing and optimizing tax credits. Based in Mountain View, California, the company builds tools that automate data collection from emails, documents, project management tools, and financial systems, and generate reports detailing activities, expenses, and methodologies used to claim tax credits such as the R&D tax credit. The platform aims to improve accuracy and speed in the tax filing process, helping finance teams at startups to larger companies understand evolving tax rules, including changes to R&D capitalization, and to optimize their tax liability. By combining machine learning and integrated data sources, Neo.tax seeks to provide audit-ready documentation and reduce manual effort in tax preparation.

PollyEx, Inc. operates a loan trading platform focused on the mortgage capital markets, facilitating transactions between buyers and sellers of mortgage loans. Founded in 2017 and based in San Francisco, California, PollyEx enhances loan sale execution through its cloud-based platform, which integrates with buyers and sellers via API, thereby increasing liquidity and automating various functions within capital markets. The platform aims to provide pricing transparency and improve operational efficiency for lenders, enabling them to make informed decisions throughout the lifecycle of a loan.

DebtStream is a digital platform that specializes in debt collection for businesses dealing with clients in arrears. The platform provides comprehensive services for debt recovery, allowing users to establish automated collection plans and conduct income and expenditure assessments. It supports various payment methods, including card payments, and offers real-time alerts via email and SMS. Additionally, DebtStream enhances customer engagement through insightful analytics and facilitates file sharing, helping clients improve their operational efficiency and financial outcomes.

hi.health is a health‑insurance technology company that streamlines the claims process for private insurers. It offers co‑branded debit cards that members can use worldwide at health‑related facilities, eliminating out‑of‑pocket expenses and reducing claim friction. The platform aggregates digital services, invoices, and prescriptions, providing insurers with real‑time data, structured cost visibility, and fraud controls. By integrating payment and insurance functions, hi.health helps insurers improve member experience, cut operational and fraudulent costs, and encourage cost‑conscious behavior through reward and cashback programs.

Conduit is a payments platform that enables cross-border B2B transfers and invoice settlement between Latin America and the United States. It supports moving money between USD and multiple local currencies in emerging markets, providing faster settlement, increased visibility, and fewer steps than traditional payment rails. The platform aims to help global businesses execute cross-border transactions on the same day, offering transparent quotes and straightforward tooling for managing multi-currency transfers. By focusing on cross-border efficiency and scale between local fiat currencies and USD, Conduit seeks to simplify international payments and improve cash flow for customers operating in Latin America and beyond.

Edisen is a global digital asset management company that empowers marketing teams to centralize creative assets, streamline workflows, and accelerate campaign delivery. With expertise in post-production, branding, and content management, Edisen serves multinational advertisers, broadcasters, agencies, and producers by combining creativity with cloud-based technology.

Founded in 2020, Banxware specializes in embedded lending solutions for platform-based businesses, fintechs, and banks. Its data-driven technology integrates seamlessly into platforms, enabling SMEs, e-commerce sellers, and restaurant owners to access liquidity. Headquartered in Berlin with over 50 employees, the company facilitates tailored embedded lending solutions across Europe.

Stere is a digital platform designed to assist businesses in launching, growing, and managing insurance programs. Founded in 2021 and based in Dover, Delaware, the company connects capacity seekers, such as banks and insurance partners, with capacity providers, including carriers and reinsurers. By offering a comprehensive infrastructure, Stere equips businesses with essential tools and services, including digital platforms, data analytics, and access to a network of capacity providers. This enables companies to effectively develop and enhance their insurance offerings.

Pontoro is a fintech company that develops a digital securitization and liquidity platform for private market assets. Its technology integrates technical, legal, and regulatory protocols to convert traditionally illiquid private fund interests into liquid investments, increasing investor access and participation while improving efficiency for fund administration. With a focus on infrastructure debt finance, the platform seeks to address the large financing shortfall by enabling liquidity, transparency, and customization for investors and limited partners and by broadening capital flows into private markets.

Hummingbird is a compliance management platform focused on enhancing anti-money laundering (AML) operations and counter-terrorist financing investigations. The platform is designed for compliance professionals, allowing them to efficiently collect case information, conduct investigations, and report on unusual or suspicious activities. By significantly reducing paperwork and providing insightful analytics, Hummingbird improves operational efficiency and enables investigators to concentrate on combating financial crime. The founding team consists of experts from various sectors, including finance and regulatory agencies, which enriches the platform with valuable product and regulatory insights. Hummingbird aims to modernize regulatory compliance in the financial sector through innovative data solutions and design.

Netomi is a company that specializes in developing a conversational artificial intelligence platform aimed at enhancing customer experience in commerce. Founded in 2015 and headquartered in San Mateo, California, with additional offices in New York and Gurugram, Netomi provides a no-code solution that integrates seamlessly with various platforms, including Zendesk, Salesforce, and Shopify. Its technology enables brands and businesses to automate customer interactions across multiple channels, such as mobile messaging, chat, email, and voice, allowing them to make product recommendations, answer queries about availability, and assist with purchases. Netomi's platform is designed to improve customer satisfaction and operational efficiency while reducing costs and reliance on developers. The company has established itself as a leader in customer experience AI, leveraging advanced AI technologies to help enterprises meet evolving customer expectations and deliver exceptional service.

FairPlay is a company that offers fairness solutions for financial institutions, focusing on integrating fairness into AI decision-making processes to help clients assess and mitigate algorithmic bias in their models. The platform provides tools for automated fair lending analysis, allowing financial institutions to evaluate their decision-making frameworks against regulatory standards. FairPlay AI also helps organizations identify potential biases in their algorithms, ensuring compliance with fair lending regulations while promoting equitable outcomes in financial services. By leveraging data-driven insights, FairPlay AI enables clients to enhance their decision-making processes and foster greater transparency in their operations.

Neuro-ID, Inc., established in 2014 and headquartered in Whitefish, Montana, specializes in developing prescriptive analytics solutions for the risk industry. The company offers Neuro-CS, a real-time analytics tool that focuses on applicant behavior patterns and measures how individuals respond to questions in real time. Serving banking and financial institutions, insurance providers, and e-commerce organizations, Neuro-ID aims to reduce fraud and online threats while enhancing customer experience through its actionable insights.

Nimbla is a London-based fintech company specialising in B2B invoice insurance for small and medium-sized businesses in the UK. It offers an innovative digital platform that enables clients to instantly assess their invoices' creditworthiness and insure them individually against insolvency risks. The platform also provides predictive cash flow analysis, risk assessment tools, and trade credit protection, helping businesses manage their credit exposure effectively.

Maxwell Financial Labs, Inc. is a technology company founded in 2015 and based in Palo Alto, California. It specializes in providing a comprehensive platform that connects home buyers, real estate agents, and lenders, facilitating the mortgage loan process from application intake to the secondary market. The company's Mortgage Optimization Platform offers technology-driven solutions designed to give local lending teams a competitive edge, enabling non-depository mortgage banks, credit unions, brokers, and local banks to better serve their communities. By focusing on enhancing the homeownership experience, Maxwell Financial Labs aims to deliver significant benefits to all stakeholders involved in the mortgage process.

Selfbook is a technology-first payment platform for hotels that enables one-tap payments across global credit and debit cards, digital wallets, and alternative methods. It integrates with existing reservation systems to simplify and secure the direct-booking flow, removing barriers to direct bookings and supporting mobile and web transactions. The platform helps hotels improve conversion, increase revenue, and offer modern e-commerce capabilities by unifying payments and streamlining the checkout experience.

Embed provides modern securities execution, clearing, settlement, and custody APIs for fintechs, broker-dealers, RIAs, banks, and trust companies.

AnChain.AI is a California-based provider of AI-powered cybersecurity, blockchain data analytics, and risk and compliance solutions. It connects wallet addresses and cryptocurrency transactions to real-world entities to support KYC/AML, quantify risk, and secure endpoints across multiple public and private chains. The company offers a Transaction Analytics Platform with automated alerts, anomaly detection, and user profiling, alongside a Smart Contract Auditing Sandbox for Solidity contracts. It also provides Crypto Ransomware Response capabilities that trace adversaries and minimize losses along the monetization lifecycle. AnChain.AI serves exchanges, custodians, protocols, issuers/miners, wallets, financial institutions, investors, hedge funds, and enterprise security teams. Founded in 2018, it is headquartered in California.

Banyan, Inc. is a digital marketing and patient engagement company based in Orem, Utah, founded in 2013. It offers a HIPAA-compliant media consent application designed to enhance the online presence of healthcare practices through social media, patient reviews, and accurate online listings. The company's primary products include a patient engagement app that allows authorized sharing of patient photos on platforms like Facebook and Instagram, as well as a review management tool that facilitates the collection and tracking of patient feedback. Banyan also provides personalized website development to strengthen the credibility of medical practices and a listing service that ensures accurate practice information across numerous online directories. Additionally, the company offers coaching to help clients build their brands, attract talent, and improve their online visibility, thereby enhancing patient acquisition and retention. As of May 2019, Banyan operates as a subsidiary of NUVI LLC.

Founded in 2014, Ocrolus is a New York-based fintech company that specializes in document automation. It offers an intelligent platform that automates manual data work by analyzing financial documents and enabling clients to reinvest human capital and automate processes. Its solution is used for loan underwriting, account openings, robotic process automation, auditing, healthcare, and diligence applications across various sectors of the financial industry.

Certificial is an insurance verification platform that streamlines the supplier management and certificate issuance processes. By providing businesses with real-time access to suppliers' insurance coverage, it ensures that companies can easily monitor compliance and updates regarding changes in coverage. The platform integrates seamlessly with brokers' and AMS providers' APIs, making it accessible for both large and small agents and brokers at no cost to insurers. Certificial's features include immediate information retrieval, historical records of business relationships, and compliance alerts, which help mitigate risks associated with fraud, misinformation, and coverage lapses.

Synctera Inc. is a digital banking solutions provider based in San Carlos, California, and was incorporated in 2020. The company specializes in offering technology infrastructure, sponsor bank connections, and a compliance framework to facilitate the launch of FinTech and embedded banking products for businesses of all sizes. Synctera’s platform employs a unified set of APIs, allowing companies to efficiently introduce and expand various financial products such as debit cards, bank accounts, charge cards, lines of credit, and money movement services. By examining the specific needs of traditional banks and connecting them with appropriate FinTech firms, Synctera manages relationships and regulatory compliance, enabling regional and community banks to transition to digital operations effectively.

Boost Insurance USA, Inc. specializes in providing a comprehensive platform for insurtech startups in the property and casualty insurance sector. Established in 2017 and headquartered in New York, Boost offers an infrastructure-as-a-service solution that simplifies the creation and management of insurance products. The platform enables technology companies and emerging startups to seamlessly embed insurance offerings into their existing systems, significantly reducing costs associated with operational, compliance, and capital requirements through straightforward API integration. Boost automates essential processes such as policy administration, claims management, and regulatory compliance, allowing partners to concentrate on enhancing customer experiences and innovating their insurance products. The company is licensed to produce both commercial and personal lines of insurance across all 50 states, delivering modern, 'A'-rated insurance solutions that are backed by leading industry players.

Caplight is a platform that enables institutional investors to trade derivatives tied to private company stock, including call and put options and security-based swap contracts, allowing long and short positions through synthetic and cash-settled instruments. The platform provides hedging, income generation, and liquidity with settlement-like mechanics similar to public markets. It serves a broad range of qualified institutional buyers, such as hedge funds, venture capital funds, family offices, pensions, endowments, mutual funds, and insurance firms. Caplight partners with North Capital Private Securities to offer securities connected to private equities.

GreenLight is a financial technology company that offers a comprehensive money management platform designed specifically for families. Founded in 2014 and headquartered in Atlanta, Georgia, GreenLight provides a debit card and accompanying app that enables parents and children to earn, save, spend, and invest money effectively. The platform empowers parents with flexible spending controls, tools for managing chores, and automated allowance features, all while promoting financial literacy among children. Users can earn up to 3% cash back on purchases, with the option for parents to automatically invest these rewards in stocks and exchange-traded funds for future family expenses. GreenLight aims to simplify personal finance for families, fostering responsible financial habits from a young age.