Omidyar Network

Omidyar Network, established in 2004 by eBay founder Pierre Omidyar and his wife Pam, is a global impact investing firm that combines philanthropy and venture capital to catalyze social change. It invests in for-profit and non-profit organizations across sectors such as digital society, emerging technology, education, financial inclusion, governance, and property rights. The firm focuses on early-stage investments, typically committing between $1 million to $10 million in for-profits and $0.5 million to $5 million in non-profits. Omidyar Network operates globally, with a significant focus on India, and seeks to create opportunities for people to improve their lives and make a difference in their communities.

Lauren Booker Allen

Investor

Michael Kubzansky

CEO

Shilpa Kumar

Partner

Annie Maxwell

Executive Vice President

Siddharth Nautiyal

Partner

Past deals in Wealth Management

Kaleidofin

Venture Round in 2024
Kaleidofin is a fintech company that delivers holistic financial solutions for underbanked individuals and households in India. It builds individual profiles from multiple data sources to tailor goal-based financial services that address income volatility and limited financial literacy. The platform helps users plan savings and investments through a data-driven model that estimates income, saving capacity, and monetary health, enabling personal wealth management. With a focus on intuitive design and analytics, Kaleidofin aims to expand access to customized financial guidance.

Kaleidofin

Series B in 2022
Kaleidofin is a fintech company that delivers holistic financial solutions for underbanked individuals and households in India. It builds individual profiles from multiple data sources to tailor goal-based financial services that address income volatility and limited financial literacy. The platform helps users plan savings and investments through a data-driven model that estimates income, saving capacity, and monetary health, enabling personal wealth management. With a focus on intuitive design and analytics, Kaleidofin aims to expand access to customized financial guidance.

Kaleidofin

Series A in 2019
Kaleidofin is a fintech company that delivers holistic financial solutions for underbanked individuals and households in India. It builds individual profiles from multiple data sources to tailor goal-based financial services that address income volatility and limited financial literacy. The platform helps users plan savings and investments through a data-driven model that estimates income, saving capacity, and monetary health, enabling personal wealth management. With a focus on intuitive design and analytics, Kaleidofin aims to expand access to customized financial guidance.

MyShubhLife

Series A in 2019
MyShubhLife is a comprehensive financial services provider focused on enhancing financial inclusion for the unserved and underserved segments of the population. The company leverages real-time analytics and alternative data to develop credit reports, which facilitate access to financial products for those who traditionally lack banking services. MyShubhLife offers a range of services, including personal loans of varying sizes, bill payments, insurance, mutual fund investments, and tax filing assistance. By employing an innovative credit scoring methodology, the platform identifies creditworthy customers, enabling them to secure loans at affordable rates. Additionally, MyShubhLife promotes financial wellness through its programs tailored for both individuals and corporations, thereby broadening its impact in the financial services landscape.

Tez Financial Services

Seed Round in 2018
Tez Financial Services Limited is a digital non-banking microfinance company based in Karachi, Pakistan, founded in 2017. It offers a comprehensive smartphone application that provides financial services to the unbanked and under-banked population. The platform aggregates various financial products, including nano credit services through Tez Advance, insurance distribution via Tez Bima, and investment solutions through Tez Sarmaya. By utilizing algorithms and artificial intelligence, the application analyzes users' digital footprints, social behaviors, and consumption patterns to facilitate access to credit, savings, insurance, and investment options. This innovative approach aims to address the financial needs of individuals seeking short-term liquidity and security in health and life insurance.

United Income

Series A in 2018
United Income is a financial services company based in Washington, U.S., founded in May 2016 by Matt Fellowes. The company specializes in retirement planning solutions and advisory services, focusing on providing individuals with comprehensive financial planning and investment management. United Income's platform offers a range of services, including budgeting, spending, investment management, and retirement paycheck solutions, aimed at helping clients effectively manage their finances and extend the longevity of their assets. By delivering personalized financial advisory services, United Income assists customers in building both fixed and variable income streams for a secure retirement.

Kaleidofin

Seed Round in 2018
Kaleidofin is a fintech company that delivers holistic financial solutions for underbanked individuals and households in India. It builds individual profiles from multiple data sources to tailor goal-based financial services that address income volatility and limited financial literacy. The platform helps users plan savings and investments through a data-driven model that estimates income, saving capacity, and monetary health, enabling personal wealth management. With a focus on intuitive design and analytics, Kaleidofin aims to expand access to customized financial guidance.

United Income

Seed Round in 2016
United Income is a financial services company based in Washington, U.S., founded in May 2016 by Matt Fellowes. The company specializes in retirement planning solutions and advisory services, focusing on providing individuals with comprehensive financial planning and investment management. United Income's platform offers a range of services, including budgeting, spending, investment management, and retirement paycheck solutions, aimed at helping clients effectively manage their finances and extend the longevity of their assets. By delivering personalized financial advisory services, United Income assists customers in building both fixed and variable income streams for a secure retirement.
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