Alinea is a mobile investing platform designed to empower individuals in their investment decisions. The platform allows users to invest in stocks, exchange-traded funds, and cryptocurrencies, offering a user-friendly interface that simplifies the investment process. Alinea enables users to create curated playlists of investments, facilitating portfolio diversification based on personal interests and themes. The platform includes tools for automating investments through recurring contributions and provides insights to assist users in making informed financial choices. Additionally, Alinea incorporates a social component, allowing users to view and share investment strategies with peers. Targeting individuals who seek a straightforward approach to personal finance, Alinea caters to those who may not possess advanced financial knowledge, positioning itself as a self-directed investment service focused on thematic and goal-based investing.
Further
Pre Seed Round in 2024
Further is on a mission to empower first-time home buyers to achieve their dream of homeownership with confidence and ease. We simplify the complex home buying process through innovative tools and personalized guidance, ensuring that buyers are well-prepared every step of the way. Our platform offers financial planning, tailored insights, and resources designed to make homeownership more accessible. At Further, we believe that with the right support, anyone can realize their goal of owning a home. Join us as we help make the path to homeownership clear and attainable for all.
Happy Pay
Pre Seed Round in 2024
Happy Pay is a company focused on developing a credit scoring system that offers consumers a responsible alternative to traditional credit options. It operates a Buy Now Pay Later platform that allows users to make purchases and pay for them over time. To enhance the shopping experience, Happy Pay integrates an autonomous artificial intelligence technology system with merchants' platforms, aiming to increase their average basket size and improve customer conversion rates. By leveraging this innovative technology, Happy Pay seeks to provide a seamless and efficient service that benefits both consumers and merchants.
Bump is an AI-powered analytics platform designed to assist creators in managing their finances and accessing industry resources. The platform enables creators to track and collect lost revenue, qualify for micro-financing, and understand their real-time market value based on content performance across digital platforms. By offering personalized booking options for live sessions with entertainment industry executives, Bump aims to eliminate traditional barriers that creators encounter in obtaining advances and essential resources. This comprehensive approach helps creators streamline their financial processes and maximize their earnings from sponsorships and brand deals.
Alinea is a mobile investing platform designed to empower individuals in their investment decisions. The platform allows users to invest in stocks, exchange-traded funds, and cryptocurrencies, offering a user-friendly interface that simplifies the investment process. Alinea enables users to create curated playlists of investments, facilitating portfolio diversification based on personal interests and themes. The platform includes tools for automating investments through recurring contributions and provides insights to assist users in making informed financial choices. Additionally, Alinea incorporates a social component, allowing users to view and share investment strategies with peers. Targeting individuals who seek a straightforward approach to personal finance, Alinea caters to those who may not possess advanced financial knowledge, positioning itself as a self-directed investment service focused on thematic and goal-based investing.
Finerio Connect
Seed Round in 2023
Finerio Connect is a personal finance platform based in Mexico that offers automated services to help users manage their finances effectively. The platform allows individuals to link their debit and credit accounts from major banks in Mexico, providing insights into financial planning and savings. Finerio's features include monitoring and tracking expenses, viewing comprehensive financial information, and analyzing consumption patterns, enabling users to gain better control over their spending. Additionally, the company provides tools that facilitate data analysis and financial management, with a focus on helping users create custom budgets and improve their overall financial health.
Finerio Connect
Seed Round in 2023
Finerio Connect is a personal finance platform based in Mexico that offers automated services to help users manage their finances effectively. The platform allows individuals to link their debit and credit accounts from major banks in Mexico, providing insights into financial planning and savings. Finerio's features include monitoring and tracking expenses, viewing comprehensive financial information, and analyzing consumption patterns, enabling users to gain better control over their spending. Additionally, the company provides tools that facilitate data analysis and financial management, with a focus on helping users create custom budgets and improve their overall financial health.
Crediverso
Pre Seed Round in 2023
Crediverso operates a digital financial marketplace tailored for the U.S. Latino community. It provides access to various financial products like credit cards, loans, international money transfers, and credit score tracking, along with relevant financial information. The platform aims to bridge cultural gaps by offering services in both Spanish and English, empowering users to make informed decisions towards achieving financial independence.
blockbank
Series A in 2023
blockbank is a protocol-agnostic consumer-facing application for custodial & non-custodial digital asset management and fiat-based neobanking services. blockbank seeks to harmonize the digital asset landscape and bridge the gap between centralized & decentralized finance with a user-centric, easy to use and highly functional application.
Z1 is a digital banking application tailored for teenagers and young adults, aiming to foster financial independence among its users. Founded in 2020 by João Pedro Thompson, Thiago Achatz, Sophie Secaf, and Mateus Craveiro, Z1 offers a platform that combines financial education, gamification, and digital banking services. The app enables users to manage their finances responsibly while providing access to digital banking cards without hidden fees. Z1 has garnered support from notable investors, including Maya Capital and Y Combinator, enhancing its credibility and growth potential in the market.
Debbie
Funding Round in 2023
Debbie is a mobile platform designed to help consumers achieve financial stability by rewarding them for reaching specific financial goals. Unlike traditional systems that reward spending, Debbie focuses on positive reinforcement and financial incentives to address negative behaviors contributing to financial insecurity. The company has assisted over 10,000 individuals in paying off more than $1 million in debt and saving over $10 million. Founded by experts with backgrounds in personal lending and venture capital, Debbie offers a platform that visualizes debt payoff progress and provides cashback for activities such as paying off credit cards, mortgages, buy now pay later services, side hustling, and medical debt payment.
Pattern
Seed Round in 2023
Pattern is a financial services company that offers a modern membership model, providing clients with access to a personal financial advisory team supported by a robo-advisory platform. The company specializes in developing financial software that assists customers in managing their wealth. This software delivers comprehensive financial planning, asset management, and access to private equity and other financial services. By focusing on maximizing asset value while managing risk, Pattern aims to help users achieve their financial goals and enhance their wealth compared to traditional methods.
Daylight is a digital banking platform based in West Hollywood, California, specifically designed for the LGBTQ+ community. Founded in 2020, Daylight offers a range of services including prepaid cards, financial tools, and advice tailored to the unique needs of its members. The platform not only facilitates smarter financial habits but also provides cashback rewards for spending at queer bars and allied businesses. By fostering a supportive community, Daylight aims to empower individuals to navigate the financial system effectively and build a secure future without compromise.
Fleek is a subscription tracking and management platform that simplifies the process of overseeing various subscription services. The company provides users with tools to manage their apps effectively, allowing them to track subscriptions, monitor recurring payments, and handle scheduled payments. Additionally, Fleek offers features that help users identify and eliminate unwanted subscriptions, thereby giving them complete control over their financial commitments. Through its user-friendly interface, Fleek aims to reduce the complexities associated with subscription management, making it easier for individuals to maintain their subscriptions efficiently.
Neon Money Club
Seed Round in 2022
Neon Money Club is a financial platform that empowers users to engage with the stock market by investing in companies that resonate with their interests, including sectors like pop culture, footwear, and sports. The company focuses on providing tools and resources that facilitate community building and enhance financial education. Its mission is to enable individuals to become financially informed and ultimately achieve financial independence. Through its user-friendly platform, Neon Money Club aims to demystify investing and promote a deeper understanding of financial concepts, equipping users with the knowledge they need to make informed investment decisions.
Parthean
Seed Round in 2022
Parthean is a learning platform focused on enhancing the financial education of young professionals. It develops personalized learning paths that guide users in building tailored financial plans. By leveraging artificial intelligence, Parthean's software offers a comprehensive approach to finance, delivering guidance and educational resources to help individuals navigate financial matters effectively. The platform prioritizes user security by employing advanced encryption standards to protect sensitive financial information, ensuring a safe learning environment for its users.
Petal Card, Inc. is a credit card company focused on providing financial access to individuals without traditional credit histories, such as students and immigrants. Founded in 2015 and based in New York, the company utilizes machine learning to analyze users' digital financial records, allowing for cash flow underwriting as an alternative to conventional credit scoring. This innovative approach enables Petal to offer higher credit limits and lower rates compared to competing credit cards. The company's flagship product, the Petal Visa, is designed to promote responsible spending and credit-building, accompanied by a user-friendly digital application for managing payments. Petal aims to make credit more honest, simple, and accessible, fostering a financial environment that encourages users to succeed.
Clara is a spending management platform designed for companies operating in Latin America. It offers a comprehensive suite of financial tools, including locally-issued corporate cards, Bill Pay, and financing solutions, all integrated within its software platform. This end-to-end solution aims to simplify and automate corporate expense management, allowing businesses to streamline expense reporting, gain real-time insights into spending, and better control their budgets. By enabling companies to operate with agility and financial clarity, Clara seeks to enhance the economic competitiveness of the region. The company is supported by a range of global and regional investors, reflecting its potential impact on business finances in Latin America.
Nelo is a Mexico City-based company that specializes in developing a mobile application for financial transactions. Founded on April 8, 2019, Nelo offers a digital payment management platform that enables users to track their financial transactions effectively. The platform allows individuals to send and request money while providing a free virtual card with no charges for account opening. This functionality facilitates real-time payment and balance tracking, empowering users to manage their funds in an affordable and secure manner.
Knox Financial
Series A in 2021
Knox Financial, established in 2018 and headquartered in Boston, Massachusetts, operates a platform that enables individuals to transform their primary residence into an investment property, generating passive rental income while they continue living there. The company uses algorithm-based technology to manage and identify suitable residential rentals, offering services such as tenant screening, rent collection, maintenance management, insurance programs, and accounting, thereby streamlining the process of owning and managing a rental property.
Daylight
Pre Seed Round in 2021
Daylight is a digital banking platform based in West Hollywood, California, specifically designed for the LGBTQ+ community. Founded in 2020, Daylight offers a range of services including prepaid cards, financial tools, and advice tailored to the unique needs of its members. The platform not only facilitates smarter financial habits but also provides cashback rewards for spending at queer bars and allied businesses. By fostering a supportive community, Daylight aims to empower individuals to navigate the financial system effectively and build a secure future without compromise.
Z1 is a digital banking application tailored for teenagers and young adults, aiming to foster financial independence among its users. Founded in 2020 by João Pedro Thompson, Thiago Achatz, Sophie Secaf, and Mateus Craveiro, Z1 offers a platform that combines financial education, gamification, and digital banking services. The app enables users to manage their finances responsibly while providing access to digital banking cards without hidden fees. Z1 has garnered support from notable investors, including Maya Capital and Y Combinator, enhancing its credibility and growth potential in the market.
Varo Bank
Series D in 2020
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.
Varo Bank
Series C in 2019
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.
Borrowell
Series B in 2019
Borrowell Inc. is a financial technology company based in Toronto, Canada, founded in 2014. It specializes in offering a range of financial products and services, including personal loans, credit cards, and free credit scores. Borrowell operates an online marketplace-lending platform that provides Canadians with access to borrowing options and unsecured consumer loans. The company is dedicated to enhancing financial prosperity for its users by offering tools for credit education, personalized credit coaching, and AI-driven recommendations for financial products. By delivering resources such as credit monitoring and tailored options from marketplace partners, Borrowell aims to help customers secure low-interest loans and improve their overall financial well-being.
Varo Bank
Series B in 2018
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.