Finix Payments, Inc. is a San Francisco-based company that provides a payment infrastructure platform designed to help businesses manage and monetize their payment processes effectively. Founded in 2015, Finix offers a range of services, including a payment facilitator platform that includes features such as tokenization, merchant onboarding, reporting, reconciliation, settlements, and chargeback management. The company enables businesses to avoid the complexities and costs associated with developing an in-house payment system. Additionally, through a partnership with Visa, Finix facilitates real-time push-to-card payments, enhancing the efficiency of disbursements. Finix's solutions aim to improve the payment experience for both businesses and their customers, recognizing the critical role that effective payment technology plays in driving revenue.
Treehouse Finance is a Web3 company focused on transforming on-chain data into actionable insights for decentralized finance (DeFi) investors. The company develops a financial inclusion platform that provides data, analytics, and risk management services tailored for DeFi users. By leveraging quantitative data and sophisticated algorithms, Treehouse Finance creates risk management products and a comprehensive dashboard that analyzes information recorded on public blockchains. This enables clients to gain a clearer understanding of DeFi through curated information, portfolio analytics, and innovative tools designed to facilitate informed financial decisions and drive community innovation.
Private Equity Round in 2022
Personetics Technologies Ltd. specializes in providing customer interaction technology tailored for the financial services sector. Founded in 2010 and headquartered in White Plains, New York, the company offers solutions such as Personetics Digital Banker, which utilizes automated intelligence to enhance customer-centric processes across various digital channels, including web and mobile. Its Personetics Anywhere platform enables financial institutions to deliver personalized assistance via messaging services like Facebook Messenger. Additionally, the Self-Driving Finance platform engages retail and business customers by offering varying levels of guidance in managing their finances. The company leverages artificial intelligence to analyze customer data and behavior, providing clients with tools and insights to create tailored marketing strategies and improve customer engagement. Personetics also maintains research and development centers in Nazareth, Israel, and has offices in Singapore and Tel Aviv.
Operator of a financial advisory and personalized investment company intended to grow the clients' money. The company offers access to funds managed by global investment management businesses with long track records of delivering returns that are not normally available to retail investors, enabling investors to access institutional share-class funds at institutional-level fees, charging a single access fee that includes advice, investment, rebalancing, transfers, and brokerage.
Stori is a financial services company focused on providing inclusive solutions in Latin America through innovative technology. The company connects consumers with personal loan officers, enabling them to select financial products that align with their specific financial situations. Stori's platform not only helps users choose suitable loans but also guides them through the application process, ensuring a smoother experience. Founded in 2017 and based in Vienna, Virginia, Stori aims to enhance access to financial services for underserved populations in the region.
Payitoff develops API tools that provides money-saving guidance and automatic action. Its tool offers debt assessment, automatic enrollment, and customer empowerment. The company is based in New York, New York.
FeeX Inc. is a technology company founded in 2012 and headquartered in New York, New York. It specializes in developing application software that enables users to assess and reduce fees associated with individual retirement accounts (IRAs), 401(k)s, 403(b)s, and other investment accounts. The company aims to enhance transparency in the retirement market by providing automated, personalized analyses of various financial products. FeeX's technology captures, normalizes, and analyzes fee data, allowing users to make informed decisions and receive data-driven fiduciary advice. Its services cater to a diverse range of clients in the financial industry, including broker-dealers, insurance companies, registered investment advisors, and online brokerages.
Luable is a fintech company that enables users to compare and invest in high yield savings account without stepping into a bank.
Parallel Finance is a decentralized finance (DeFi) protocol that offers lending and staking services.
Operator of a financial advisory and personalized investment company intended to grow the clients' money. The company offers access to funds managed by global investment management businesses with long track records of delivering returns that are not normally available to retail investors, enabling investors to access institutional share-class funds at institutional-level fees, charging a single access fee that includes advice, investment, rebalancing, transfers, and brokerage.
Parallel Finance is a decentralized finance (DeFi) protocol that offers lending and staking services.
Kikoff Inc. operates a personal finance platform aimed at helping individuals build their credit scores for free. Founded in 2019 and headquartered in San Francisco, California, Kikoff provides tools that allow users to demonstrate their creditworthiness without requiring a bank account or existing credit score. The platform enables customers to obtain loans and establish a payment history by paying back funds each month, facilitating a straightforward pathway to improve their credit profiles. With backing from various Silicon Valley investors, Kikoff is dedicated to making credit building more accessible and broadening financial opportunities for a diverse range of individuals.
Till Financial, Inc. is a company based in Nantucket, Massachusetts, that specializes in providing a digital financial management platform aimed at empowering children to manage their finances. Founded in 2018, the platform enables kids to monitor their spending, savings, and investments independently. It offers personalized guidance to help families instill effective money-saving habits in their children. Through its user-friendly interface, Till Financial facilitates a collaborative approach to financial literacy, equipping young users with the tools they need to develop responsible financial behaviors.
Operator of a financial advisory and personalized investment company intended to grow the clients' money. The company offers access to funds managed by global investment management businesses with long track records of delivering returns that are not normally available to retail investors, enabling investors to access institutional share-class funds at institutional-level fees, charging a single access fee that includes advice, investment, rebalancing, transfers, and brokerage.
Stori is a financial services company focused on providing inclusive solutions in Latin America through innovative technology. The company connects consumers with personal loan officers, enabling them to select financial products that align with their specific financial situations. Stori's platform not only helps users choose suitable loans but also guides them through the application process, ensuring a smoother experience. Founded in 2017 and based in Vienna, Virginia, Stori aims to enhance access to financial services for underserved populations in the region.
Private Equity Round in 2021
Personetics Technologies Ltd. specializes in providing customer interaction technology tailored for the financial services sector. Founded in 2010 and headquartered in White Plains, New York, the company offers solutions such as Personetics Digital Banker, which utilizes automated intelligence to enhance customer-centric processes across various digital channels, including web and mobile. Its Personetics Anywhere platform enables financial institutions to deliver personalized assistance via messaging services like Facebook Messenger. Additionally, the Self-Driving Finance platform engages retail and business customers by offering varying levels of guidance in managing their finances. The company leverages artificial intelligence to analyze customer data and behavior, providing clients with tools and insights to create tailored marketing strategies and improve customer engagement. Personetics also maintains research and development centers in Nazareth, Israel, and has offices in Singapore and Tel Aviv.
FeeX Inc. is a technology company founded in 2012 and headquartered in New York, New York. It specializes in developing application software that enables users to assess and reduce fees associated with individual retirement accounts (IRAs), 401(k)s, 403(b)s, and other investment accounts. The company aims to enhance transparency in the retirement market by providing automated, personalized analyses of various financial products. FeeX's technology captures, normalizes, and analyzes fee data, allowing users to make informed decisions and receive data-driven fiduciary advice. Its services cater to a diverse range of clients in the financial industry, including broker-dealers, insurance companies, registered investment advisors, and online brokerages.
Altro, formerly known as Perch, is a fintech company based in Los Angeles, California, that offers a mobile platform designed to help users enhance their credit scores. Founded in 2019, the app enables users to convert common recurring expenses, such as subscriptions and rent, into creditworthy data points that contribute to their credit history. Currently available on iOS, Altro plans to launch an Android version in the near future. The company recently graduated from Y Combinator's Summer 2020 batch and has successfully raised $2.5 million in its latest funding round.
Affirm is a financial technology company that offers installment loans to consumers at the point of sale, allowing them to make purchases from online merchants and pay for them in fixed monthly installments. Founded in 2012 and headquartered in San Francisco, with an additional office in Chicago, Affirm aims to provide transparent financial products that empower consumers and enhance their buying experience. Customers can select Affirm as a payment method at checkout, complete a real-time application, and choose a payment plan that aligns with their budget. The service stands out by offering upfront pricing with no hidden fees or compounding interest, unlike traditional credit options. Affirm partners with over 2,000 merchants across various sectors, including retail, travel, and electronics, to provide consumers with a flexible alternative to credit cards. Loans are facilitated through a partnership with Cross River Bank, ensuring a reliable financing option for users.
Finix Payments, Inc. is a San Francisco-based company that provides a payment infrastructure platform designed to help businesses manage and monetize their payment processes effectively. Founded in 2015, Finix offers a range of services, including a payment facilitator platform that includes features such as tokenization, merchant onboarding, reporting, reconciliation, settlements, and chargeback management. The company enables businesses to avoid the complexities and costs associated with developing an in-house payment system. Additionally, through a partnership with Visa, Finix facilitates real-time push-to-card payments, enhancing the efficiency of disbursements. Finix's solutions aim to improve the payment experience for both businesses and their customers, recognizing the critical role that effective payment technology plays in driving revenue.
Pontera, formerly FeeX, bridges the gap between a better retirement and financial advisors by allowing them to manage and trade their clients' held away accounts. Its goal is to help people retire with more wealth and financial security. The company, which was founded in 2012, works with RIAs, Broker-Dealers, and some of the country's largest financial institutions.
Kikoff Inc. operates a personal finance platform aimed at helping individuals build their credit scores for free. Founded in 2019 and headquartered in San Francisco, California, Kikoff provides tools that allow users to demonstrate their creditworthiness without requiring a bank account or existing credit score. The platform enables customers to obtain loans and establish a payment history by paying back funds each month, facilitating a straightforward pathway to improve their credit profiles. With backing from various Silicon Valley investors, Kikoff is dedicated to making credit building more accessible and broadening financial opportunities for a diverse range of individuals.
Kikoff Inc. operates a personal finance platform aimed at helping individuals build their credit scores for free. Founded in 2019 and headquartered in San Francisco, California, Kikoff provides tools that allow users to demonstrate their creditworthiness without requiring a bank account or existing credit score. The platform enables customers to obtain loans and establish a payment history by paying back funds each month, facilitating a straightforward pathway to improve their credit profiles. With backing from various Silicon Valley investors, Kikoff is dedicated to making credit building more accessible and broadening financial opportunities for a diverse range of individuals.
Brigit is a financial health app established in 2017 and based in New York, New York. The company aims to assist everyday Americans in managing their financial well-being by offering tools and insights for budgeting and spending habits. Its platform enables users to monitor bills, track expenses, and access credit without incurring heavy interest costs. By promoting sustainable financial practices, Brigit seeks to alleviate immediate financial stress while also encouraging users to save for the future and improve their overall financial health.
Affirm is a financial technology company that offers installment loans to consumers at the point of sale, allowing them to make purchases from online merchants and pay for them in fixed monthly installments. Founded in 2012 and headquartered in San Francisco, with an additional office in Chicago, Affirm aims to provide transparent financial products that empower consumers and enhance their buying experience. Customers can select Affirm as a payment method at checkout, complete a real-time application, and choose a payment plan that aligns with their budget. The service stands out by offering upfront pricing with no hidden fees or compounding interest, unlike traditional credit options. Affirm partners with over 2,000 merchants across various sectors, including retail, travel, and electronics, to provide consumers with a flexible alternative to credit cards. Loans are facilitated through a partnership with Cross River Bank, ensuring a reliable financing option for users.
How busy millennials master money. Haven helps you effortlessly manage your finances with a free dashboard, automated saving and investing, and with high-yield accounts.
Affirm is a financial technology company that offers installment loans to consumers at the point of sale, allowing them to make purchases from online merchants and pay for them in fixed monthly installments. Founded in 2012 and headquartered in San Francisco, with an additional office in Chicago, Affirm aims to provide transparent financial products that empower consumers and enhance their buying experience. Customers can select Affirm as a payment method at checkout, complete a real-time application, and choose a payment plan that aligns with their budget. The service stands out by offering upfront pricing with no hidden fees or compounding interest, unlike traditional credit options. Affirm partners with over 2,000 merchants across various sectors, including retail, travel, and electronics, to provide consumers with a flexible alternative to credit cards. Loans are facilitated through a partnership with Cross River Bank, ensuring a reliable financing option for users.
Affirm is a financial technology company that offers installment loans to consumers at the point of sale, allowing them to make purchases from online merchants and pay for them in fixed monthly installments. Founded in 2012 and headquartered in San Francisco, with an additional office in Chicago, Affirm aims to provide transparent financial products that empower consumers and enhance their buying experience. Customers can select Affirm as a payment method at checkout, complete a real-time application, and choose a payment plan that aligns with their budget. The service stands out by offering upfront pricing with no hidden fees or compounding interest, unlike traditional credit options. Affirm partners with over 2,000 merchants across various sectors, including retail, travel, and electronics, to provide consumers with a flexible alternative to credit cards. Loans are facilitated through a partnership with Cross River Bank, ensuring a reliable financing option for users.
Affirm is a financial technology company that offers installment loans to consumers at the point of sale, allowing them to make purchases from online merchants and pay for them in fixed monthly installments. Founded in 2012 and headquartered in San Francisco, with an additional office in Chicago, Affirm aims to provide transparent financial products that empower consumers and enhance their buying experience. Customers can select Affirm as a payment method at checkout, complete a real-time application, and choose a payment plan that aligns with their budget. The service stands out by offering upfront pricing with no hidden fees or compounding interest, unlike traditional credit options. Affirm partners with over 2,000 merchants across various sectors, including retail, travel, and electronics, to provide consumers with a flexible alternative to credit cards. Loans are facilitated through a partnership with Cross River Bank, ensuring a reliable financing option for users.
91JinRong.com Inc. is an online financial product sales and services platform based in Beijing, China, with an additional office in Shanghai. Founded in 2011, the company operates as a financial intermediary, connecting consumers with suitable financial institutions to offer personalized loan and insurance services. By leveraging the personal information and needs of users, 91JinRong matches them with appropriate products from a network of over 300 financial partners, including prominent banks and insurance companies. The platform facilitates significant daily transaction volumes, handling over RMB 300 million in loans and more than 2,000 insurance transactions, thereby serving hundreds of thousands of consumers seeking financial solutions.
Affirm is a financial technology company that offers installment loans to consumers at the point of sale, allowing them to make purchases from online merchants and pay for them in fixed monthly installments. Founded in 2012 and headquartered in San Francisco, with an additional office in Chicago, Affirm aims to provide transparent financial products that empower consumers and enhance their buying experience. Customers can select Affirm as a payment method at checkout, complete a real-time application, and choose a payment plan that aligns with their budget. The service stands out by offering upfront pricing with no hidden fees or compounding interest, unlike traditional credit options. Affirm partners with over 2,000 merchants across various sectors, including retail, travel, and electronics, to provide consumers with a flexible alternative to credit cards. Loans are facilitated through a partnership with Cross River Bank, ensuring a reliable financing option for users.
Personetics Technologies Ltd. specializes in providing customer interaction technology tailored for the financial services sector. Founded in 2010 and headquartered in White Plains, New York, the company offers solutions such as Personetics Digital Banker, which utilizes automated intelligence to enhance customer-centric processes across various digital channels, including web and mobile. Its Personetics Anywhere platform enables financial institutions to deliver personalized assistance via messaging services like Facebook Messenger. Additionally, the Self-Driving Finance platform engages retail and business customers by offering varying levels of guidance in managing their finances. The company leverages artificial intelligence to analyze customer data and behavior, providing clients with tools and insights to create tailored marketing strategies and improve customer engagement. Personetics also maintains research and development centers in Nazareth, Israel, and has offices in Singapore and Tel Aviv.
Lemon Wallet is a digital wallet that helps you spend smarter. The Smarter Wallet from Lemon turns your smartphone into a digital wallet that organizes and stores your IDs, credit cards, loyalty cards, receipts, coupons and more, so you can access what you need more conveniently, and you're always backed up in case your wallet is lost or stolen.