Bachatt
Seed Round in 2025
Bachatt is a financial services platform designed for self-employed individuals in India, who earn daily but face challenges managing their finances due to infrequent, large expenses and variable income. The company's software enables users to save daily, track their progress transparently, and securely store funds through UPI and banking institutions. By establishing financial discipline, Bachatt empowers users to access a range of financial products, such as loans, insurance, and high-yield savings, at more favorable terms.
Centricity
Seed Round in 2024
Centricity is a digital platform-as-a-service for private wealth management that supports investment professionals and high-net-worth clients in managing portfolios. The platform provides technology-enabled tools for portfolio oversight, reporting, and client engagement, with an emphasis on transparency and cost efficiency. Based in Gurugram, India, Centricity was founded in 2022 and aims to streamline wealth management workflows and related fundraising activities for advisers and asset managers.
Stable Money
Seed Round in 2024
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).
Vestwell provides a digital retirement platform that enables employers to establish retirement plans for their employees. The platform offers automated retirement investing options that comply with applicable rules and regulations for defined contribution plans, helping advisers administer client plans with enhanced compliance and automation.
Pontera
Venture Round in 2023
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Founded in 2019, Farther is a wealth management firm that combines expert advisors with advanced technology to deliver personalized financial advice. It caters to high-net-worth individuals, offering a data-driven approach and proprietary algorithms to manage investments tailored to clients' risk tolerance.
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Stable Money
Series A in 2023
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).
Deposits
Seed Round in 2022
Deposits partners with brands, banks, and businesses to provide streamlined workplace experiences centered around money management and benefits.
Lightyear
Series A in 2022
Lightyear is an investment platform operating in 22 European countries, designed to facilitate money management and wealth growth for retail customers and businesses. The platform offers a diverse range of investment options, including stocks, funds, and cash interest products, while emphasizing accessibility and simplicity in the investing process. With a focus on low fees and an award-winning design, Lightyear aims to remove unnecessary barriers to investing. The company's team, which includes former employees from notable financial technology firms, is based in London and Tallinn. Lightyear is authorized and regulated by the Financial Conduct Authority, ensuring compliance and security for its users.
Beta Data
Series B in 2022
Beta Data is a financial technology company that operates a software-as-a-service (SaaS) platform focused on financial big data. The platform offers a range of services, including customer acquisition, post-investment monitoring, financial advisory, and private funds searching. By leveraging advanced data analytics, Beta Data enables its clients to gain deeper insights into the financial market and effectively manage their assets. The company's innovative approach allows users to navigate complex financial landscapes and make informed investment decisions.
Seashell
Seed Round in 2022
Seashell offers a compliant financial platform designed to help users earn high, stable interest by leveraging blockchain innovations. The company emphasizes regulatory compliance and aims to deliver market-leading yields through a simple, push-button experience, providing a flexible and secure way for customers to save and grow their money. By combining financial services with blockchain technology, Seashell seeks to make earning interest more accessible while maintaining safeguards that protect user funds.
Endowus
Venture Round in 2021
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Pontera
Funding Round in 2021
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
MejorCDT
Pre Seed Round in 2021
MejorCDT is an investment platform specializing in fixed-term products. It offers high-yield savings accounts as its primary service, allowing users to compare and invest without visiting a physical bank.
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Endowus is a digital wealth management platform that facilitates comprehensive investment strategies. It offers conflict-free fees, transparent pricing, cashback on trailer fees, and ensures security in investment decisions.
Pontera
Funding Round in 2021
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Beta Data
Venture Round in 2021
Beta Data is a financial technology company that operates a software-as-a-service (SaaS) platform focused on financial big data. The platform offers a range of services, including customer acquisition, post-investment monitoring, financial advisory, and private funds searching. By leveraging advanced data analytics, Beta Data enables its clients to gain deeper insights into the financial market and effectively manage their assets. The company's innovative approach allows users to navigate complex financial landscapes and make informed investment decisions.
Pontera
Funding Round in 2020
Pontera, formerly known as FeeX, is a fintech company founded in 2012 that facilitates improved retirement and wealth management for clients by enabling financial advisors to manage and trade held-away accounts. The platform integrates with a wide range of retirement plans and works seamlessly with existing portfolio management tools, enhancing the ability of advisors to improve their clients' financial outcomes. Pontera's solution emphasizes data protection while ensuring that clients maintain ultimate control over their accounts. The company collaborates with registered investment advisors, broker-dealers, and some of the largest financial institutions in the United States, aiming to help individuals achieve greater wealth and financial security as they approach retirement.
Haven Money
Venture Round in 2018
Haven Money is a financial technology company that offers a wealth management platform designed to assist users in managing their finances effectively. The platform enables users to automatically save and invest towards their financial goals by analyzing their spending and saving habits. Utilizing advanced artificial intelligence, Haven adjusts users' account balances daily based on individual income and expenditure patterns. The service includes a free dashboard that provides users with an overview of their financial status, while also facilitating seamless transfers of funds from Haven accounts to checking accounts. By targeting busy millennials, Haven Money aims to simplify financial management through automation, making it easier for users to achieve their financial objectives.
eBroker, also known as e-Proxy, is an internet finance company specializing in overseas asset allocation and improving industry efficiency. Acting as a sales crowdsourcing platform, eBroker's e-Agent sells high-quality overseas assets to first-tier elites through innovative business models and intermediation. With a financial management division serving over 10,000 clients, the company has received significant capital investment from various institutions such as Xianfeng Evergreen, Guangshen Anzhen, Yunjiu Capital, Lippo Group, Xianfeng Group, and Shin Kong Group.
eBroker, also known as e-Proxy, is an internet finance company specializing in overseas asset allocation and improving industry efficiency. Acting as a sales crowdsourcing platform, eBroker's e-Agent sells high-quality overseas assets to first-tier elites through innovative business models and intermediation. With a financial management division serving over 10,000 clients, the company has received significant capital investment from various institutions such as Xianfeng Evergreen, Guangshen Anzhen, Yunjiu Capital, Lippo Group, Xianfeng Group, and Shin Kong Group.
Stable Money is a fixed-return investment platform that enables individuals to access fixed deposits, debt mutual funds, and bonds through RBI-regulated options. The service offers flexible plans, including monthly and quarterly payouts, with a focus on delivering higher returns alongside safety and long-term wealth growth. The platform emphasizes ease of use and protection, with certain options insured by the Deposit Insurance and Credit Guarantee Corporation (DICGC).