Insight Partners

Insight Partners, established in 1995, is a global private equity and venture capital firm headquartered in New York City, with additional offices in London, Tel Aviv, and Palo Alto. The company specializes in investing in growth-stage technology and software companies, with a particular focus on sectors such as Fintech, Cybersecurity, AI/ML, DevOps, and Healthcare. As of December 31, 2022, Insight Partners has over $75 billion in regulatory assets under management. The firm has invested in more than 750 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Insight Partners' mission is to partner with visionary executives, providing practical, hands-on software expertise along their growth journey, from initial investment to IPO.

Abdi Adan

Associate

Anika Agarwal

Managing Director

Liad Agmon

Managing Director

Aditya Agrawal

Senior Associate

Daniel Ahrens

Vice President, Onsite

Max Albert

Investment Analyst

Arianna Arditi

Investment Analyst

Elan Arnowitz

Associate

Daniel Aronovitz

Vice President

Ananya Asthana

Investment Analyst

Raja Atluri

Vice President

Ian Becker

Investment Analyst

Ganesh Bell

Managing Director

Joshua Berman

Associate

Sophie Beshar

Vice President

Whit Bouck

Managing Director

Seamus Brown

Senior Associate

Katie Bullard

Managing Director

George Chai

Analyst

Nicholas Chan

Investment Analyst

Nagu Chidambaram

Senior Associate

Alex Debayo-Doherty

Associate

Will Detwiler

Senior Associate

Ross Devor

Managing Director

Adam Domingoes

Vice President

Kadin Donohoe

Investment Analyst

Eoin Duane

Managing Director

Roshni Dugar

Senior Associate

Jason Ewell

Operating Partner

Danielle Feitler

Vice President

Brad Fiedler

Principal

Minna Fingerhood

Senior Associate

Henry Frankievich

Managing Director

Josh Fredberg

Operating Partner

Logan Friedman

Senior Associate

Aveek Ganguly

Associate

Matt Gatto

Managing Director

Chandler Glat

Associate

Alex Glaubach

Senior Associate

Madeleine Goldberg

Senior Associate

Shalva Gozland

Associate

Connor Guess

Vice President

Evan Hahn

Principal

Wallis Hess

Associate

Michaela Hirsh

Senior Investment Associate

Ashley Hong

Analyst

Michelle Hu

Senior Associate

Philine Huizing

Principal

Lonne Jaffe

Managing Director

Milan Jain

Associate

Austin Jeter

Onsite Analyst

Darius Johnson

Investment Analyst

Bradford Jones

Investment Associate

Rebecca Kaufman

VP of Strategy and Innovation

Will Kenney

Associate

Jonathan Kerstein

Investment Associate

Saamia Khan

Associate

Diana Kim

Senior Associate

David Kimball

Senior Associate

Matt Koran

Vice President

Grace Kotick

Vice President

Nikitas Koutoupes

Managing Director

Thomas Krane

Managing Director

Anina Ku

Associate

Danielle Kwait

Investment Analyst

Mark Lessing

Managing Director, CFO

Isabelle Liao

Associate

Byron Lichtenstein

Principal / Managing Director

Jeff Lieberman

Managing Director

Rebecca Liu-Doyle

Managing Director

Sabrina Lu

Senior Associate

Alessandro Luciano

Vice President

Alexandra Lundin

Vice President

AJ Malhotra

Managing Director

Julian Marcu

Vice President

George Mathew

Managing Director

Richard Matus

Principal

Sahar Mohammadzadeh

Associate

Miles Neumann

Senior Associate

Asher Noel

Investment Analyst

Arthur Paleologos

Associate

Kitty Qu

Senior Associate

Nisha Rangarajan

Investor

Jared Rosen

Principal

Anshul Sachdeva

Associate

Adithya Sanjay

Associate

Hagi Schwartz

Managing Director

Peter Segall

Managing Director

Oscar Segar

Vice President

Thilo Semmelbauer

Managing Director

Jessie Sheff

Principal

Michael Shephard

Principal

Jenna Sigman

Executive Vice President

Sunpreet Singh

Senior Associate

Connor Solimano

Associate

Maria Soroka

Senior Associate

Michael Spiro

Associate

David Spiro

Managing Director

Sophie Starck

Senior Associate

Hailey Steinberg

Investment Analyst

Eliza Thaler

Associate

Zahra Thiam

Associate

Boris Treskunov

Principal

John True

Operating Partner

Jonah Waldman

Associate

Oliver Wang

Associate

Stephen Ward

Managing Director

Isaiah Washington

Investment Analyst

Tessa Wayne

Investment Analyst

Richard Wells

Managing Director

Allyson White

Principal / Managing Director

Max Wolff

Principal

Sven Wollschlaeger

Associate

Kenta Yaegashi

Senior Associate

Josh Zelman

Principal

Movers and packers in dubai

CEO

Kamran Pirasteh

Vice President

Past deals in FinTech

Zest AI

Series G in 2024
Zest AI develops an artificial intelligence-based platform aimed at improving credit underwriting processes. Founded in 2009 and based in Burbank, California, the company utilizes advanced machine learning techniques to analyze large volumes of credit data, enhancing approval rates while minimizing the risk of erroneous credit decisions. By providing a transparent and fair approach to credit, Zest AI enables lenders to make informed decisions, ultimately expanding access to credit for a broader range of consumers. The platform also includes features that help lenders comply with regulatory standards by explaining data modeling results and measuring business impact. Through its technology, Zest AI helps clients offer better loans at lower prices, thereby increasing revenue and automating compliance efforts.

Finix

Series C in 2024
Finix is a developer of a B2B payment processing platform that enables businesses to own, manage, and monetize their payment systems. The platform features a modular, workflow-driven architecture and a real-time interface that allows users to track transactions, consolidate data from various payment processors, and underwrite merchant accounts. This capability supports banks, acquirers, and enterprises in facilitating quick and secure push payments over debit cards and enables them to send money globally. By providing these tools, Finix aims to enhance the payment processing experience for its clients.

Abnormal Security

Series D in 2024
Abnormal Security Corporation specializes in cloud-based email security solutions for Microsoft Office 365 and G Suite, aiming to protect organizations from targeted email attacks. Founded in 2018 and based in San Francisco, the company employs a data science approach to enhance its email protection capabilities. Its platform offers a range of services, including inbound email protection, detection of email account compromises, and responses to various threats. Abnormal Security addresses issues such as credential phishing, internal phishing, impersonation of employees and executives, vendor account compromise, as well as invoice and payment fraud. The company serves diverse sectors, including financial services, healthcare, and utilities, providing comprehensive solutions to safeguard against email-related risks that can lead to significant financial and reputational damage.

Pomelo

Series B in 2024
Pomelo is a fintech-as-a-service platform focused on providing innovative payment solutions in Latin America. The company has developed a digital processing platform designed to enhance payment services by allowing businesses to create virtual accounts and issue prepaid and credit cards. This is achieved through compliant onboarding processes, which facilitate the customization required by fintech companies and embedded finance players for their specific programs. By redefining the possibilities in payment services, Pomelo aims to support the growth and efficiency of financial technology in the region.

Bestpass

Private Equity Round in 2023
Bestpass is a provider of a comprehensive payment and toll management platform specifically designed for commercial fleets and vehicles. The company focuses on nationwide toll management, offering a range of transponder and toll coverage options, as well as toll passes and weigh station services. Bestpass aims to enhance data accuracy and streamline payment processes, thereby delivering significant time and cost savings to its clients. Additionally, the platform offers customer service solutions for tolling authorities and related organizations, ensuring efficient operation and management of toll-related services.

NYMBUS

Series D in 2023
NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Safebooks AI

Seed Round in 2023
Safebooks AI specializes in providing a platform for businesses to automate and streamline the verification of their financial data. Utilizing artificial intelligence, the platform ensures 100% accuracy, helps prevent fraud, automates repetitive tasks, and securely stores attestations, enabling enterprises to efficiently monitor their financial data.

Zest AI

Venture Round in 2022
Zest AI develops an artificial intelligence-based platform aimed at improving credit underwriting processes. Founded in 2009 and based in Burbank, California, the company utilizes advanced machine learning techniques to analyze large volumes of credit data, enhancing approval rates while minimizing the risk of erroneous credit decisions. By providing a transparent and fair approach to credit, Zest AI enables lenders to make informed decisions, ultimately expanding access to credit for a broader range of consumers. The platform also includes features that help lenders comply with regulatory standards by explaining data modeling results and measuring business impact. Through its technology, Zest AI helps clients offer better loans at lower prices, thereby increasing revenue and automating compliance efforts.

Noble

Series A in 2022
Noble helps companies quickly assess the creditworthiness of their customers and monitor it over time by providing the modular components needed to quickly build a complete credit-underwriting infrastructure.

Pomelo

Series A in 2022
Pomelo is a fintech-as-a-service platform focused on providing innovative payment solutions in Latin America. The company has developed a digital processing platform designed to enhance payment services by allowing businesses to create virtual accounts and issue prepaid and credit cards. This is achieved through compliant onboarding processes, which facilitate the customization required by fintech companies and embedded finance players for their specific programs. By redefining the possibilities in payment services, Pomelo aims to support the growth and efficiency of financial technology in the region.

Finix

Venture Round in 2022
Finix is a developer of a B2B payment processing platform that enables businesses to own, manage, and monetize their payment systems. The platform features a modular, workflow-driven architecture and a real-time interface that allows users to track transactions, consolidate data from various payment processors, and underwrite merchant accounts. This capability supports banks, acquirers, and enterprises in facilitating quick and secure push payments over debit cards and enables them to send money globally. By providing these tools, Finix aims to enhance the payment processing experience for its clients.

SingleStore

Series F in 2022
SingleStore, Inc. is a provider of a relational database designed for cloud and on-premises transactions and analytics, catering to global enterprises. Founded in 2011 and headquartered in San Francisco, California, the company offers the SingleStore Managed Service, a cloud database-as-a-service that enables analytics on various cloud platforms, alongside SingleStore DB, a distributed SQL database suitable for both bare metal and hybrid cloud environments. The company focuses on operational analytics and supports modern data platform solutions that encompass IoT analytics, risk management, and customer engagement. SingleStore serves a diverse range of industries, including financial services, media communications, energy and utilities, government, and retail. The company, previously known as MemSQL Inc., rebranded to SingleStore, Inc. in October 2020 and also maintains offices in Seattle, Boston, Portland, Lisbon, and London.

Middesk

Series B in 2022
Middesk, Inc. is an identity platform founded in 2018 and headquartered in San Francisco, California. The company offers automated business verification services and provides essential contextual information about various businesses. Its platform allows organizations to capture, verify, and monitor business credentials effectively, facilitating compliance with contractual and regulatory requirements. Additionally, Middesk notifies service providers of changes within their customer base, enabling them to maintain an accurate understanding of their clients and better address their needs. By centralizing the credentialing process, Middesk helps companies streamline onboarding and enhance operational efficiency while managing risk and compliance.

slice

Series C in 2022
slice, feel easy with money. slice’s purpose is to make the world better at using money and time, with a major focus on providing the best consumer experience. We believe that the best product will always transcend customer demographics, like how great music touches most of us. slice app brings a fast and simple way to make payments and access credit with its cornerstone products: slice account, slice UPI, and slice borrow. At slice, you’ll have the opportunity to make a significant and positive impact on people's lives with your career. Today, we have employees with an average age of 26, sharing the same belief in innovation, self-motivation, and happiness. We tailor our working experience with the belief that the present moment is the only real thing in life. And we have harmony in the present the most when we feel happy and successful together. We are also backed by leading investors such as Tiger Global, Insight Partners, Advent International, Blume Ventures, and Gunosy Capital.

Xendit

Series D in 2022
Xendit is a Southeast Asian fintech company that specializes in providing payment infrastructure primarily in Indonesia and the Philippines. Founded in 2014 by Moses Lo, Tessa Wijaya, Bo Chen, and Juan Gonzalez, Xendit offers a robust payment gateway platform that enables businesses to accept various forms of payments, including bank transfers, virtual accounts, and credit cards. The company simplifies payment processes through a suite of world-class APIs and an intuitive dashboard, allowing businesses to efficiently manage transactions, disburse payroll, and access loan services while also detecting fraud. By streamlining these financial operations, Xendit supports the growth of businesses in the region.

Unit

Series C in 2022
Unit is a financial infrastructure platform that enables technology companies to integrate financial features into their products, including accounts, cards, payments, and lending services. By streamlining the process of launching vertical banks, Unit manages compliance and maintains necessary banking relationships, allowing businesses to create customized banking experiences more efficiently. This capability not only helps companies save time but also enhances their product offerings, ultimately increasing customer lifetime value.

Abnormal Security

Series C in 2022
Abnormal Security Corporation specializes in cloud-based email security solutions for Microsoft Office 365 and G Suite, aiming to protect organizations from targeted email attacks. Founded in 2018 and based in San Francisco, the company employs a data science approach to enhance its email protection capabilities. Its platform offers a range of services, including inbound email protection, detection of email account compromises, and responses to various threats. Abnormal Security addresses issues such as credential phishing, internal phishing, impersonation of employees and executives, vendor account compromise, as well as invoice and payment fraud. The company serves diverse sectors, including financial services, healthcare, and utilities, providing comprehensive solutions to safeguard against email-related risks that can lead to significant financial and reputational damage.

Copper Banking

Series A in 2022
Copper Banking is a financial education platform designed to empower teenagers with financial literacy and banking services. By offering a user-friendly app and debit card, Copper enables teens to manage their money effectively, gaining hands-on experience that traditional banks often overlook. The platform facilitates money transfers, direct deposits, and payments while fostering a connection between parents and teens regarding financial decisions. Additionally, Copper provides exclusive content crafted by financial literacy experts, equipping users with valuable advice and tips to enhance their understanding of personal finance and help them take control of their financial futures. Through these features, Copper seeks to instill responsible financial habits in young users.

CertiK

Series B in 2022
CertiK, established in 2018, is a leading blockchain security company. Headquartered in New York with offices in Beijing, Seoul, and Seattle, it specializes in securing smart contracts and blockchain ecosystems. CertiK offers security audits, penetration testing, and custom formal verification services, utilizing AI technology to protect and monitor blockchain protocols and smart contracts in real-time. The company, founded by professors from Yale and Columbia Universities, aims to secure the web3 world by applying cutting-edge academic innovations to enterprise-level applications.

Glia

Series D in 2022
Glia Inc., founded in 2011 and headquartered in New York, specializes in enhancing online customer experiences for businesses. It offers a unified interaction management platform that combines voice, digital customer service, and AI capabilities through messaging, video, cobrowsing, and other services. Glia's ChannelLess® architecture eliminates data silos and context loss, enabling seamless transitions between channels. With over 500 financial institution partners worldwide, Glia improves customer experiences and drives business results by facilitating efficient, natural interactions. Recognized as a Deloitte Technology Fast 500™ company for five consecutive years and certified as a Great Place to Work with a 97% employee satisfaction rating, Glia has raised over $150 million in funding and achieved a valuation of over $1 billion.

Yubi

Series B in 2022
Yubi is a digital platform that facilitates the discovery, trading, execution, and fulfillment of debt solutions for both institutional and retail investors. The platform connects startups with investors seeking to fund various debt deals, primarily through the issuance of debentures. Yubi provides a comprehensive suite of tools, including credit underwriting solutions, analytical models, and structuring tools, which streamline the investment process. Its automated execution workflows and real-time transaction notifications enhance the efficiency of exploring, evaluating, and executing debt transactions. By offering these capabilities, Yubi enables investors to make informed credit decisions and engage more effectively in the debt market.

Genesis Global

Series C in 2022
Genesis Global Technology Limited specializes in developing custom software and solutions tailored for the capital markets. Founded in 2015 and headquartered in London, with an additional office in New York, the company provides a range of platforms designed to enhance trading and operational efficiency. Its offerings include an automated quoting system for managing requests for quotes, an order execution management system, and a trade allocation manager that facilitates various trading processes. Additionally, Genesis Global offers tools for data management and reconciliation, such as a short/long code manager and a matcher. The company is led by a team of industry veterans with substantial experience in trading technologies across multiple asset classes, aiming to deliver innovative solutions that align with the evolving needs of clients in the financial sector.

Rhyme

Venture Round in 2022
PriorAuthNow, Inc. is a software company based in Columbus, Ohio, established in 2014. The company specializes in developing solutions that facilitate the submission, monitoring, and completion of insurance prior authorization requests for medical providers. Its flagship product, PriorAuthNow, integrates with electronic health record systems and connects directly with insurance carriers, streamlining the prior authorization process. By serving a diverse range of clients, including hospitals, surgery centers, drug manufacturers, and other healthcare organizations, PriorAuthNow aims to enhance patient care access and improve the overall healthcare experience. The company focuses on creating a seamless workflow that empowers medical providers and their staff, ultimately driving patient satisfaction and transforming healthcare delivery.

Pecan

Series C in 2022
Pecan operates a predictive analytics platform that empowers businesses to forecast critical outcomes effectively. It utilizes a low-code interface that simplifies the predictive modeling process, allowing companies to generate accurate predictions without needing in-house data scientists or engineers. Pecan automates data preparation and feature engineering, enabling users, particularly SQL-trained business intelligence analysts, to create tailored predictive models quickly. The platform supports various industries, including fintech, insurance, retail, and consumer services, by providing pre-built models and templates that align with specific business objectives. This capability allows organizations to enhance customer lifetime value, retention, conversion rates, and demand forecasting. Pecan's solutions have a significant financial impact, influencing billions of dollars in revenue across various sectors.

M2P Fintech

Series C in 2022
M2P Fintech is a leading provider of a comprehensive API infrastructure designed to facilitate banking, payments, and lending services for businesses. The company offers a unified platform that supports various payment methods, including cards and digital wallets, while ensuring compliance with regulatory standards. M2P Fintech's technology enables seamless customer onboarding and compliance checks, thereby streamlining operations for financial institutions. By equipping sales teams with essential tools and information, M2P Fintech enhances the management of financial services, ultimately improving customer experiences in an increasingly digital economy.

Qonto

Series D in 2022
Qonto is a digital bank specializing in financial services for small and medium-sized businesses, as well as freelancers. It simplifies business banking, making it efficient and transparent. The company offers digital bank accounts for sending and receiving payments, catering to various company types, legal forms, and team sizes. Qonto's platform also facilitates bookkeeping, budget management, and fund transfers via a mobile application and physical/virtual cards, eliminating paperwork.

Resolve

Series A in 2021
Resolve is a B2B payments platform that facilitates buy now, pay later billing for business purchases, enabling merchants to offer risk-free net terms to their customers. By streamlining the payment process, Resolve assists manufacturers, wholesalers, and distributors in increasing sales and enhancing cash flow. The platform employs non-traditional underwriting data to analyze financing applications, allowing for the authorization of extended payment windows while assuming all repayment risks during the credit period. This service is applicable across various sales channels, including e-commerce checkouts, making it a versatile solution for B2B merchants. Resolve is supported by notable investors, including the co-founder of PayPal and Affirm.

slice

Series B in 2021
slice, feel easy with money. slice’s purpose is to make the world better at using money and time, with a major focus on providing the best consumer experience. We believe that the best product will always transcend customer demographics, like how great music touches most of us. slice app brings a fast and simple way to make payments and access credit with its cornerstone products: slice account, slice UPI, and slice borrow. At slice, you’ll have the opportunity to make a significant and positive impact on people's lives with your career. Today, we have employees with an average age of 26, sharing the same belief in innovation, self-motivation, and happiness. We tailor our working experience with the belief that the present moment is the only real thing in life. And we have harmony in the present the most when we feel happy and successful together. We are also backed by leading investors such as Tiger Global, Insight Partners, Advent International, Blume Ventures, and Gunosy Capital.

Moonfare

Series C in 2021
Moonfare is a technology-enabled investment platform that provides individuals with access to private market investment opportunities, including curated private equity and venture capital options. The platform is designed to lower barriers to entry for wealthy investors by offering low minimums and fees while aggregating demand through a feeder fund structure that invests directly into target funds. This approach enhances liquidity and simplifies the investment process, enabling users to select specific opportunities. Moonfare's team comprises experienced professionals from prominent technology and investment firms, and the company is supported by notable investors, ensuring a robust foundation for its services.

CRED

Series E in 2021
CRED is a members-only credit card management and bill payments platform that rewards users every time they pay their credit card bills. The fintech startup operates an app that rewards customers for paying their credit card bills on time and gives them access to a range of additional services such as credit and a premium catalog of products from high-end brands. Customers are offered a range of features which include the ability to better track spending across various credit cards, and get reminders. Cred is backed by investors such as Falcon Edge Capital, Coatue Management, Insight Partners, DST Global, RTP Global, Tiger Global, Greenoaks Capital, Dragoneer Investment Group, and Sofina. It was established in Bengaluru, Karnataka by Kunal Shah in 2017.

Wisetack

Series B in 2021
Wisetack, Inc. is a technology company based in San Francisco, California, that specializes in real-time consumer lending at the point of sale. Founded in 2018, Wisetack offers a platform that allows in-person businesses to provide financing options to customers, enhancing sales opportunities. The platform integrates seamlessly into existing software systems through a suite of APIs, enabling businesses to embed financing solutions directly into their operations. Wisetack facilitates a straightforward sign-up process and checks consumer eligibility before offering installment payment options, thereby simplifying the payment experience for both businesses and their customers.

NMI

Secondary Market in 2021
NMI is a technology company specializing in payment enablement solutions for various financial service providers, including Independent Sales Organizations (ISOs), Value-Added Resellers (VARs), Independent Software Vendors (ISVs), and payment facilitators. The company offers a robust, security-focused, and feature-rich payment gateway platform that allows partners to provide their own branded payment processing services without the need to develop or manage complex technology in-house. NMI's platform supports multiple payment methods, including credit card swipes and check processing, and enables merchants to accept payments in various international currencies. This comprehensive approach allows partners to enhance their service offerings while maintaining a seamless experience for their end customers.

SingleStore

Series F in 2021
SingleStore, Inc. is a provider of a relational database designed for cloud and on-premises transactions and analytics, catering to global enterprises. Founded in 2011 and headquartered in San Francisco, California, the company offers the SingleStore Managed Service, a cloud database-as-a-service that enables analytics on various cloud platforms, alongside SingleStore DB, a distributed SQL database suitable for both bare metal and hybrid cloud environments. The company focuses on operational analytics and supports modern data platform solutions that encompass IoT analytics, risk management, and customer engagement. SingleStore serves a diverse range of industries, including financial services, media communications, energy and utilities, government, and retail. The company, previously known as MemSQL Inc., rebranded to SingleStore, Inc. in October 2020 and also maintains offices in Seattle, Boston, Portland, Lisbon, and London.

CreditCaptain

Funding Round in 2021
CreditCaptain is an innovative fintech company revolutionizing the way individuals boost their credit scores. Leveraging advanced AI technology and a user-friendly platform, CreditCaptain provides personalized credit improvement plans, real-time tracking, and actionable insights to help users achieve their financial goals. Our mission is to empower individuals with the tools and knowledge they need to enhance their creditworthiness and unlock better financial opportunities. With CreditCaptain, users can expect a seamless experience, expert guidance, and significant improvements in their credit scores, paving the way for a brighter financial future.

DriveWealth

Series D in 2021
DriveWealth is a fintech company based in Chatham, New Jersey, founded in 2012. It operates a mobile investing platform designed for individual investors, offering a range of exchange-traded funds, U.S.-listed stocks, and educational content to help users understand financial basics. DriveWealth's technology enables partners worldwide to provide branded investing experiences, facilitating customer acquisition, loyalty, retention, and revenue growth. The company specializes in fractional equities trading and offers cloud-based, API-driven brokerage infrastructure, allowing global partners to access the U.S. equities market through real-time fractional share investments.

TaxBit

Series B in 2021
TaxBit is a cryptocurrency tax and accounting software company that automates tax calculations and reporting for cryptocurrency transactions. Its platform allows users to link their exchanges and wallets to efficiently gather transaction data, which is then processed to generate tax forms automatically. In addition to tax automation, TaxBit offers real-time portfolio tracking and insights for tax optimization, enabling users to make informed, tax-efficient trading decisions throughout the year. The company serves both individual consumers and enterprises, providing a comprehensive solution for managing cryptocurrency tax compliance and accounting needs.

BharatPe

Series E in 2021
BharatPe is an Indian fintech company that specializes in offering financial services tailored for small and medium-sized merchants. It provides a platform for digital payments through the Unified Payments Interface (UPI) and Point of Sale (POS) devices, allowing merchants to accept payments efficiently. The company's application also features interoperable QR codes for seamless transactions, enhancing the payment experience for both merchants and customers. In addition to payment solutions, BharatPe extends its services to include business loans and various financial products, aiming to empower merchants in effectively managing their finances and growing their businesses.

PayCargo

Series B in 2021
PayCargo, LLC is an online payment platform specifically designed for the freight and cargo industries, founded in 2005 and headquartered in Coral Gables, Florida. The company offers a comprehensive electronic invoicing and settlement solution that streamlines the freight payment process, significantly reducing processing costs and delays. Users can pay their vendors through PayCargo and typically have their cargo released within an hour of payment approval. The platform boasts a network of over 4,000 vendors, including major ocean carriers and air cargo providers. It features patented technology that enables quick registration for users, allowing them to start making payments immediately. In addition to expediting cargo release, PayCargo's services include automated payments and invoice management, enhancing efficiency for businesses in the shipping sector.

Thunes

Series B in 2021
Thunes is a global B2B payment infrastructure platform established in 2016, specializing in cross-border payment solutions. It facilitates seamless fund transfers between various payment systems, catering to a diverse range of clients, including major players in the gig economy and fintech sectors. The platform enables businesses and consumers to send and receive payments in 80 currencies across 132 countries, supporting 300 payment methods. Thunes offers a suite of services including remittance processing, mass payouts, virtual accounts, and payment collection, utilizing application programming interfaces (APIs) to enhance accessibility and reduce transaction costs. In April 2022, the company expanded its capabilities by acquiring a controlling stake in Tookitaki, a compliance platform that strengthens its anti-money laundering and fraud prevention measures. Headquartered in Singapore, Thunes operates regional offices in key global cities such as London, Paris, and Dubai, positioning itself as a vital player in the international payment landscape.

Explorium

Series C in 2021
Explorium Ltd. operates a data science platform that leverages artificial intelligence to enhance the predictive modeling process. Founded in 2017 and based in Tel Aviv, Israel, the company addresses challenges such as data integration, enrichment, and feature engineering. Its platform dynamically combines internal organizational data with thousands of external sources, allowing data specialists to automatically discover relevant features for machine learning models. This capability enables organizations across various sectors, including e-commerce, finance, marketing, and operations, to generate insights and predictions more effectively. Explorium's approach simplifies the complexities of data sourcing, making it easier for companies to unlock the potential of their data assets.

Splitwise

Series A in 2021
Splitwise, Inc. is a company that offers an expense-sharing platform designed to help users manage and organize shared expenses, including rent, bills, travel costs, and various transactions. Founded in 2011 and based in Providence, Rhode Island, Splitwise provides both a mobile application and a web-based tool that allows users—such as roommates, couples, friends, and families—to easily track who owes what. The platform consolidates all shared expenses and outstanding debts in one place, ensuring transparency among users. Additionally, it sends monthly reminders about dues and offers fairness calculators, which utilize crowdsourced data to provide neutral advice on expense-sharing situations.

Sift

Series E in 2021
Sift Limited, established in 1996, is a digital media solutions provider headquartered in Bristol, UK, with offices in Dublin, Ireland, and the United States. The company offers online business consultancy and services to various organizations, including member bodies, not-for-profits, publishers, and corporates. Sift's portfolio comprises nine online business communities, such as AccountingWEB and BusinessCloud9, and it organizes related face-to-face business events. Additionally, Sift provides PracticeWEB, a SaaS platform for UK accounting firms, and SiftGroups, which offers hosted online community solutions to publishers, corporates, and public sector bodies. Since 2011, Sift has expanded its services to include digital trust and safety solutions, helping over 34,000 sites and apps prevent fraud and build customer trust.

CRED

Series D in 2021
CRED is a members-only credit card management and bill payments platform that rewards users every time they pay their credit card bills. The fintech startup operates an app that rewards customers for paying their credit card bills on time and gives them access to a range of additional services such as credit and a premium catalog of products from high-end brands. Customers are offered a range of features which include the ability to better track spending across various credit cards, and get reminders. Cred is backed by investors such as Falcon Edge Capital, Coatue Management, Insight Partners, DST Global, RTP Global, Tiger Global, Greenoaks Capital, Dragoneer Investment Group, and Sofina. It was established in Bengaluru, Karnataka by Kunal Shah in 2017.

Identiq

Series A in 2021
Identiq is an innovative startup aiming to transform the identity verification market, valued at $12 billion. Founded in 2018 in Tel Aviv, the company has developed a unique protocol that allows for the validation of new end-users without requiring any sensitive customer data to be shared. By leveraging a network of like-minded companies, Identiq creates a fully anonymous identity verification system that enhances user privacy. This approach enables businesses to onboard new customers confidently while minimizing false positives and improving approval rates, ultimately leading to a better user experience. Additionally, Identiq's technology can facilitate funding source validation, streamline withdrawal processes, and support password recovery and other high-risk activities. The company's team comprises experienced professionals from high-tech and risk management backgrounds, each contributing over two decades of expertise to the venture.

Earnix

Private Equity Round in 2021
Earnix Ltd. is a software company that specializes in integrated pricing and customer analytics solutions for financial services, particularly in the banking and insurance sectors. Founded in 2001 and headquartered in Ramat Gan, Israel, Earnix provides platforms that empower organizations to predict customer behavior, assess risk, and optimize pricing strategies across various product lines. Its offerings include Earnix Insurance, which helps insurance companies utilize customer data to enhance performance in auto, home, and commercial products, and Earnix for Banking, designed to maximize customer value in deposits, savings, lending, and credit products. The company’s solutions leverage predictive modeling and real-time connectivity to operational systems, facilitating analytics-driven decision-making for improved business performance. Earnix serves clients globally, providing both on-premise and cloud deployment options along with additional services such as data preparation and training.

BharatPe

Series D in 2021
BharatPe is an Indian fintech company that specializes in offering financial services tailored for small and medium-sized merchants. It provides a platform for digital payments through the Unified Payments Interface (UPI) and Point of Sale (POS) devices, allowing merchants to accept payments efficiently. The company's application also features interoperable QR codes for seamless transactions, enhancing the payment experience for both merchants and customers. In addition to payment solutions, BharatPe extends its services to include business loans and various financial products, aiming to empower merchants in effectively managing their finances and growing their businesses.

NYMBUS

Series C in 2021
NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

Glia

Series C in 2021
Glia Inc., founded in 2011 and headquartered in New York, specializes in enhancing online customer experiences for businesses. It offers a unified interaction management platform that combines voice, digital customer service, and AI capabilities through messaging, video, cobrowsing, and other services. Glia's ChannelLess® architecture eliminates data silos and context loss, enabling seamless transitions between channels. With over 500 financial institution partners worldwide, Glia improves customer experiences and drives business results by facilitating efficient, natural interactions. Recognized as a Deloitte Technology Fast 500™ company for five consecutive years and certified as a Great Place to Work with a 97% employee satisfaction rating, Glia has raised over $150 million in funding and achieved a valuation of over $1 billion.

SimpleNexus

Series B in 2021
SimpleNexus, LLC is a developer of a digital mortgage solution platform based in Lehi, Utah, founded in 2011. The company specializes in creating homeownership platforms that facilitate seamless communication and data exchange between loan officers, borrowers, real estate agents, and settlement agents. Its innovative software allows mortgage lenders to manage the entire loan origination process through mobile devices, enabling loan professionals to operate efficiently from any location. The platform supports loan officers in overseeing their loan pipelines, ordering credit, running pricing, and sending pre-approvals, thereby enhancing the overall mortgage experience for both lenders and clients. SimpleNexus serves a diverse clientele that includes mortgage corporations and individual loan officers.

SingleStore

Series E in 2020
SingleStore, Inc. is a provider of a relational database designed for cloud and on-premises transactions and analytics, catering to global enterprises. Founded in 2011 and headquartered in San Francisco, California, the company offers the SingleStore Managed Service, a cloud database-as-a-service that enables analytics on various cloud platforms, alongside SingleStore DB, a distributed SQL database suitable for both bare metal and hybrid cloud environments. The company focuses on operational analytics and supports modern data platform solutions that encompass IoT analytics, risk management, and customer engagement. SingleStore serves a diverse range of industries, including financial services, media communications, energy and utilities, government, and retail. The company, previously known as MemSQL Inc., rebranded to SingleStore, Inc. in October 2020 and also maintains offices in Seattle, Boston, Portland, Lisbon, and London.

Zest AI

Venture Round in 2020
Zest AI develops an artificial intelligence-based platform aimed at improving credit underwriting processes. Founded in 2009 and based in Burbank, California, the company utilizes advanced machine learning techniques to analyze large volumes of credit data, enhancing approval rates while minimizing the risk of erroneous credit decisions. By providing a transparent and fair approach to credit, Zest AI enables lenders to make informed decisions, ultimately expanding access to credit for a broader range of consumers. The platform also includes features that help lenders comply with regulatory standards by explaining data modeling results and measuring business impact. Through its technology, Zest AI helps clients offer better loans at lower prices, thereby increasing revenue and automating compliance efforts.

PayCargo

Series A in 2020
PayCargo, LLC is an online payment platform specifically designed for the freight and cargo industries, founded in 2005 and headquartered in Coral Gables, Florida. The company offers a comprehensive electronic invoicing and settlement solution that streamlines the freight payment process, significantly reducing processing costs and delays. Users can pay their vendors through PayCargo and typically have their cargo released within an hour of payment approval. The platform boasts a network of over 4,000 vendors, including major ocean carriers and air cargo providers. It features patented technology that enables quick registration for users, allowing them to start making payments immediately. In addition to expediting cargo release, PayCargo's services include automated payments and invoice management, enhancing efficiency for businesses in the shipping sector.

NYMBUS

Venture Round in 2020
NYMBUS, Inc. is a technology company based in Miami Beach, Florida, that specializes in providing Software-as-a-Service solutions for financial institutions. Established in 2006, NYMBUS offers a comprehensive platform that includes SmartLaunch, which allows banks to quickly establish a digital brand; SmartMarketing, a customer relationship management tool; and SmartCore, a digital-first core data processing solution. Additionally, the company provides SmartDigital, a core-agnostic integration platform, SmartPayments for real-time payment processing and fraud protection, and SmartServices for direct access to industry expertise. By enabling financial institutions of all sizes to innovate and launch full-service digital banks efficiently, NYMBUS aims to transform the financial services landscape while ensuring a risk-free and customer-centric digital experience.

BharatPe

Series C in 2020
BharatPe is an Indian fintech company that specializes in offering financial services tailored for small and medium-sized merchants. It provides a platform for digital payments through the Unified Payments Interface (UPI) and Point of Sale (POS) devices, allowing merchants to accept payments efficiently. The company's application also features interoperable QR codes for seamless transactions, enhancing the payment experience for both merchants and customers. In addition to payment solutions, BharatPe extends its services to include business loans and various financial products, aiming to empower merchants in effectively managing their finances and growing their businesses.

Tink

Venture Round in 2020
Tink AB, founded in 2012 and based in Stockholm, Sweden, operates as a cloud-based open banking platform that supports the development of data-driven financial services. The company's offerings include account aggregation, payment initiation, and personal finance management tools, which can be integrated into existing banking applications or used as standalone services. Tink's mobile application enables users to manage their finances across multiple bank accounts, facilitate money transfers, pay bills, and set personal budgets. The platform also provides valuable insights through automatic transaction categorization and daily spending analyses. Tink collaborates with various financial institutions, including notable partners like ABN AMRO, BNP Paribas Fortis, Nordea, Klarna, and SEB, to enhance the financial services landscape.

Dext

Series C in 2020
Dext is a financial technology company that focuses on automating bookkeeping processes for businesses, accountants, and bookkeepers. The company offers a platform that utilizes innovative technology and artificial intelligence to streamline complex accounting tasks, including expense management, invoice processing, and bank reconciliation. By automating the collection and data extraction of receipts and invoices, Dext enables users to save time and reduce errors while gaining valuable insights into their financial performance. Its solutions are tailored for small to medium-sized businesses and individuals, allowing them to efficiently organize and analyze client data in a centralized hub, thereby enhancing decision-making and supporting strategic growth.

Finix

Series A in 2019
Finix is a developer of a B2B payment processing platform that enables businesses to own, manage, and monetize their payment systems. The platform features a modular, workflow-driven architecture and a real-time interface that allows users to track transactions, consolidate data from various payment processors, and underwrite merchant accounts. This capability supports banks, acquirers, and enterprises in facilitating quick and secure push payments over debit cards and enables them to send money globally. By providing these tools, Finix aims to enhance the payment processing experience for its clients.

BharatPe

Series B in 2019
BharatPe is an Indian fintech company that specializes in offering financial services tailored for small and medium-sized merchants. It provides a platform for digital payments through the Unified Payments Interface (UPI) and Point of Sale (POS) devices, allowing merchants to accept payments efficiently. The company's application also features interoperable QR codes for seamless transactions, enhancing the payment experience for both merchants and customers. In addition to payment solutions, BharatPe extends its services to include business loans and various financial products, aiming to empower merchants in effectively managing their finances and growing their businesses.

Glia

Series B in 2019
Glia Inc., founded in 2011 and headquartered in New York, specializes in enhancing online customer experiences for businesses. It offers a unified interaction management platform that combines voice, digital customer service, and AI capabilities through messaging, video, cobrowsing, and other services. Glia's ChannelLess® architecture eliminates data silos and context loss, enabling seamless transitions between channels. With over 500 financial institution partners worldwide, Glia improves customer experiences and drives business results by facilitating efficient, natural interactions. Recognized as a Deloitte Technology Fast 500™ company for five consecutive years and certified as a Great Place to Work with a 97% employee satisfaction rating, Glia has raised over $150 million in funding and achieved a valuation of over $1 billion.

BharatPe

Series A in 2019
BharatPe is an Indian fintech company that specializes in offering financial services tailored for small and medium-sized merchants. It provides a platform for digital payments through the Unified Payments Interface (UPI) and Point of Sale (POS) devices, allowing merchants to accept payments efficiently. The company's application also features interoperable QR codes for seamless transactions, enhancing the payment experience for both merchants and customers. In addition to payment solutions, BharatPe extends its services to include business loans and various financial products, aiming to empower merchants in effectively managing their finances and growing their businesses.

Tink

Series D in 2019
Tink AB, founded in 2012 and based in Stockholm, Sweden, operates as a cloud-based open banking platform that supports the development of data-driven financial services. The company's offerings include account aggregation, payment initiation, and personal finance management tools, which can be integrated into existing banking applications or used as standalone services. Tink's mobile application enables users to manage their finances across multiple bank accounts, facilitate money transfers, pay bills, and set personal budgets. The platform also provides valuable insights through automatic transaction categorization and daily spending analyses. Tink collaborates with various financial institutions, including notable partners like ABN AMRO, BNP Paribas Fortis, Nordea, Klarna, and SEB, to enhance the financial services landscape.

Featurespace

Venture Round in 2019
Featurespace is a leader in enterprise financial crime prevention, specializing in fraud detection and anti-money laundering solutions. The company has developed innovative technologies, including Adaptive Behavioral Analytics and Automated Deep Behavioral Networks, which are incorporated into its ARIC platform. This real-time machine learning software assesses risk and monitors customer data across more than 180 countries to identify fraudulent activities and suspicious behavior promptly. The ARIC Risk Hub utilizes advanced anomaly detection methods, allowing financial institutions to automatically recognize potential threats and respond to them effectively. Over 30 major global financial institutions, including well-known names such as HSBC and NatWest, leverage Featurespace’s solutions to safeguard their operations and enhance customer satisfaction while minimizing fraud-related costs.

The Athene Group

Venture Round in 2018
Athene is a technology development company that offers a range of tailor-made, strategies and consultation services to help businesses across diverse industries tackle their customer relationship management (CRM) and cloud-based challenges. Skience, the company’s Salesforce-based, data aggregation, and books and records solution, makes itself valuable to the wealth management industry by gathering and then filtering important data to optimize client reporting processes. Athene also helps organizations strategize, implement, and support cloud solutions in their businesses.

SimpleNexus

Series A in 2018
SimpleNexus, LLC is a developer of a digital mortgage solution platform based in Lehi, Utah, founded in 2011. The company specializes in creating homeownership platforms that facilitate seamless communication and data exchange between loan officers, borrowers, real estate agents, and settlement agents. Its innovative software allows mortgage lenders to manage the entire loan origination process through mobile devices, enabling loan professionals to operate efficiently from any location. The platform supports loan officers in overseeing their loan pipelines, ordering credit, running pricing, and sending pre-approvals, thereby enhancing the overall mortgage experience for both lenders and clients. SimpleNexus serves a diverse clientele that includes mortgage corporations and individual loan officers.

Sift

Series D in 2018
Sift Limited, established in 1996, is a digital media solutions provider headquartered in Bristol, UK, with offices in Dublin, Ireland, and the United States. The company offers online business consultancy and services to various organizations, including member bodies, not-for-profits, publishers, and corporates. Sift's portfolio comprises nine online business communities, such as AccountingWEB and BusinessCloud9, and it organizes related face-to-face business events. Additionally, Sift provides PracticeWEB, a SaaS platform for UK accounting firms, and SiftGroups, which offers hosted online community solutions to publishers, corporates, and public sector bodies. Since 2011, Sift has expanded its services to include digital trust and safety solutions, helping over 34,000 sites and apps prevent fraud and build customer trust.

Dext

Series B in 2017
Dext is a financial technology company that focuses on automating bookkeeping processes for businesses, accountants, and bookkeepers. The company offers a platform that utilizes innovative technology and artificial intelligence to streamline complex accounting tasks, including expense management, invoice processing, and bank reconciliation. By automating the collection and data extraction of receipts and invoices, Dext enables users to save time and reduce errors while gaining valuable insights into their financial performance. Its solutions are tailored for small to medium-sized businesses and individuals, allowing them to efficiently organize and analyze client data in a centralized hub, thereby enhancing decision-making and supporting strategic growth.

Sift

Series C in 2016
Sift Limited, established in 1996, is a digital media solutions provider headquartered in Bristol, UK, with offices in Dublin, Ireland, and the United States. The company offers online business consultancy and services to various organizations, including member bodies, not-for-profits, publishers, and corporates. Sift's portfolio comprises nine online business communities, such as AccountingWEB and BusinessCloud9, and it organizes related face-to-face business events. Additionally, Sift provides PracticeWEB, a SaaS platform for UK accounting firms, and SiftGroups, which offers hosted online community solutions to publishers, corporates, and public sector bodies. Since 2011, Sift has expanded its services to include digital trust and safety solutions, helping over 34,000 sites and apps prevent fraud and build customer trust.

Fenergo

Private Equity Round in 2015
Fenergo Ltd is a provider of regulatory onboarding and client lifecycle management software solutions for financial institutions worldwide. Established in 2008 and based in Dublin, Ireland, the company specializes in client and counterparty data management, offering a centralized master data system that enables financial entities to acquire, validate, and manage legal entity data across various jurisdictions. Fenergo’s solutions encompass anti-money laundering (AML) and know your customer (KYC) compliance, as well as client onboarding and lifecycle management, facilitating efficient processes for both new and existing clients. Its offerings include cloud-based services such as digital remote account opening, regulatory compliance management, and a suite of client lifecycle management tools. Fenergo serves a diverse clientele, including investment banks, capital markets firms, and regulatory bodies. The company has garnered recognition in the industry, including accolades from Chartis Research for its innovative solutions in risk and compliance technology. In addition to its headquarters, Fenergo maintains offices in key global financial centers, enhancing its ability to support clients across multiple regions.

Vela

Venture Round in 2013
Vela Trading Systems LLC specializes in providing technology solutions for multi-asset electronic trading and market access. Founded in 2007 and headquartered in New York, with additional offices in Chicago, Belfast, London, and the Philippines, the company offers a comprehensive suite of software solutions including a ticker plant, execution gateways, a trading platform, and risk and analytics tools. Vela's services encompass market data feeds and a Direct Market Access (DMA) platform, all designed to support traders, market makers, brokers, banks, investment firms, and exchanges. The firm's technology is characterized by ultra-low latency and modular design, enabling clients to efficiently navigate fragmented markets and access over 200 trading venues. With a focus on innovation and performance, Vela is committed to helping clients manage risk and reduce costs in a competitive and regulated trading environment, supported by a dedicated team of experts available around the clock.

Altitude Software

Series B in 1999
Altitude Software Inc. is a global provider of unified customer interaction (uCI) software and contact center solutions headquartered in Algés, Portugal, with additional offices across various countries. The company offers a comprehensive cloud-based software suite, Altitude uCI, which facilitates the management of enterprise functions such as customer service, help desk operations, collections, telesales, and surveys. Its product portfolio includes solutions for automated dialing, multimedia interaction management, business process automation, and unified routing. Altitude Software's offerings extend to tools like the Altitude Agent Desktop and Altitude Management Portal, which support both agents and contact center managers. The company serves a wide range of industries, including financial services, healthcare, retail, and telecommunications. Established in 1993 and originally known as Easyphone, Inc., Altitude Software focuses on enhancing customer experiences through its modular software platform, which integrates various customer touchpoints across organizations.
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