Pivot Investment Partners

OneVest Corporation is a financial technology company based in New York that focuses on connecting entrepreneurs, investors, advisors, and influencers within the entrepreneurship community. The company operates 1000 Angels, an exclusive investor network that enables members to build a venture portfolio from a curated selection of high-growth and early-stage investment opportunities without incurring management fees or large capital commitments. Additionally, OneVest runs CoFoundersLab, a matchmaking service designed to connect founders with cofounders, advisors, and interns, while collaborating with startup hubs like universities and accelerator programs to foster innovation. OneVest services a diverse clientele, including accredited investors, family offices, venture funds, and corporations. Originally established as Rock The Post, Inc. in 2011, the company rebranded to OneVest Corporation in July 2014.

Docyt is a real-time accounting automation platform. It uses AI and machine learning to automate financial workflows, continuously reconcile the general ledger, and generate real-time financial reports.

WayCool is an agri-tech company focused on the processing, distribution, and procurement of fresh produce, dairy products, and staples. By utilizing technology and innovative quality management practices, WayCool enhances logistics and distribution services while also increasing farmers' income. The company sources fruits and vegetables primarily from smallholder farmers and aggregators, distributing these products to local shops, modern retail outlets, hotels, restaurants, and catering establishments. Additionally, WayCool operates a retail brand called SunnyBee, which includes physical stores, mobile stores on trucks, and e-commerce platforms. Through these channels, WayCool establishes direct connections between farmers and consumers, ensuring efficient access to fresh, clean, and quality produce. The company also offers a range of high-quality private label products through collaborations with sister companies.

Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.

Traydstream is a leader in Trade Finance Technology, offering a cloud-based platform that transforms conventional trade finance processing through automation and artificial intelligence. The platform digitizes and stores trade finance documentation, intelligently extracting data and validating it against an extensive library of trade rules and compliance checks. By streamlining these processes, Traydstream enables clients to optimize working capital, enhance operational efficiency, and effectively manage risks, ultimately facilitating smarter and safer transactions globally.

OneVest Corporation is a financial technology company based in New York that focuses on connecting entrepreneurs, investors, advisors, and influencers within the entrepreneurship community. The company operates 1000 Angels, an exclusive investor network that enables members to build a venture portfolio from a curated selection of high-growth and early-stage investment opportunities without incurring management fees or large capital commitments. Additionally, OneVest runs CoFoundersLab, a matchmaking service designed to connect founders with cofounders, advisors, and interns, while collaborating with startup hubs like universities and accelerator programs to foster innovation. OneVest services a diverse clientele, including accredited investors, family offices, venture funds, and corporations. Originally established as Rock The Post, Inc. in 2011, the company rebranded to OneVest Corporation in July 2014.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Droit is a company that specializes in developing solutions aimed at enhancing global regulatory compliance and real-time controls in the financial sector. Its flagship product, Droit Adept, is a patented platform designed to facilitate intelligent decision-making in a complex regulatory environment. This platform is utilized by financial institutions to manage pre-trade and post-trade controls, assess transaction permissibility, and ensure compliant regulatory reporting. Founded by a diverse team of experts including veteran derivative traders, quantitative analysts, e-commerce specialists, and technologists, Droit combines deep industry knowledge with innovative technology to address the challenges of trading derivatives across various asset classes and regulatory frameworks.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Cowbell Cyber, Inc. is a provider of cyber insurance tailored for small and medium-sized enterprises (SMEs). Founded in 2019 and based in Pleasanton, California, with additional offices in Omaha, Atlanta, and Plano, the company offers a platform that leverages artificial intelligence for continuous risk assessment and underwriting. Cowbell delivers standalone cyber coverage that adapts to the evolving threats facing businesses today. Its services include a comprehensive risk management approach that encompasses risk prevention, mitigation, incident preparedness, and response. By utilizing advanced machine-learning models and both inside-out and outside-in data, Cowbell helps organizations understand their insurable risks, gain insights into risk exposure, and enhance their overall insurability. The company serves various industries, including healthcare, technology, construction, finance, retail, and agriculture.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

H2O.ai, Inc. is a company focused on democratizing artificial intelligence through its open-source machine learning and predictive analytics platform. Established in 2011 and headquartered in Mountain View, California, H2O.ai offers various tools, including the H2O platform for data scientists and developers, H2O Driverless AI for automated machine learning, and H2O Wave for real-time application development powered by AI. The company's services encompass marketing mix modeling, risk and fraud analysis, and customer intelligence solutions. H2O.ai supports over 20,000 global organizations, including many Fortune 500 companies, and has established strategic partnerships with firms like Alteryx, Goldman Sachs, and NVIDIA. The organization is recognized for its high Net Promoter Score, reflecting customer satisfaction, and boasts a team that includes some of the world’s leading machine learning practitioners. H2O.ai is committed to promoting responsible AI practices and contributing positively to society.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Cape Analytics, LLC is a technology company that specializes in an artificial intelligence-based geospatial imagery data platform designed for the insurance and reinsurance sectors in the United States. Founded in 2014 and based in Mountain View, California, the company employs deep learning and computer vision to provide instant property intelligence, allowing insurers and property stakeholders to obtain critical property attributes during the underwriting process. This platform offers the precision and detail typically associated with on-site inspections, but with the added benefits of speed and extensive coverage. By streamlining access to valuable property data, Cape Analytics enhances the efficiency of underwriting for real estate and insurance companies.

Snapsheet is a cloud-native claims management software company that specializes in transforming the end-to-end claims process through digitization and intelligent automation. The company offers a comprehensive suite of services, including electronic intake of first notice of loss (FNOL), data investigation, technology-assisted investigation, claims assessment, and digital payment processing for settlements. By leveraging its technology-enabled appraisal services, Snapsheet enhances customer experience and increases organizational agility for its clients. The company is known for deploying one of the fastest digital auto insurance claims processes in the United States. As a trusted innovation partner, Snapsheet collaborates with over 100 clients, including major insurance carriers, third-party administrators, and disruptors in the insurtech and sharing economy sectors.

Cowbell Cyber, Inc. is a provider of cyber insurance tailored for small and medium-sized enterprises (SMEs). Founded in 2019 and based in Pleasanton, California, with additional offices in Omaha, Atlanta, and Plano, the company offers a platform that leverages artificial intelligence for continuous risk assessment and underwriting. Cowbell delivers standalone cyber coverage that adapts to the evolving threats facing businesses today. Its services include a comprehensive risk management approach that encompasses risk prevention, mitigation, incident preparedness, and response. By utilizing advanced machine-learning models and both inside-out and outside-in data, Cowbell helps organizations understand their insurable risks, gain insights into risk exposure, and enhance their overall insurability. The company serves various industries, including healthcare, technology, construction, finance, retail, and agriculture.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

dv01, Inc. is a financial analytics company that specializes in providing data and real-time insights for institutional investors, banks, and lenders within the lending markets. Established in 2014 and based in New York, dv01 offers a suite of services including a cloud-based portfolio management solution called dv01 LOANS, which helps institutional investors analyze lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, alongside the Securitization Explorer, a web portal that delivers insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 has facilitated reporting and analytics on significant amounts of online lending and mortgage loans, thereby enhancing transparency and efficiency in the financial sector. The platform aims to streamline workflows and improve data accessibility, ultimately promoting safer lending practices.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

AvidXchange, Inc. is a leading provider of accounts payable and payment automation software tailored for midsize businesses across various industries, including healthcare, construction, and real estate. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange offers a comprehensive suite of solutions, including software for purchase orders, invoice management, and payment processing. The company processes over $140 billion in transactions annually through a network of more than 680,000 suppliers, serving approximately 6,000 customers in North America. With a workforce of 1,500 employees and additional offices in several states, AvidXchange continues to innovate and streamline financial operations for its clients, establishing itself as a prominent player in the fintech sector.

Earnest Research is a data innovation company driven to change the way professionals understand consumer and business behavior. Working with world-class data partners, we transform raw data into a source for business and investment professionals to ask better questions so they can make better decisions.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

dv01, Inc. is a financial analytics company that specializes in providing data and real-time insights for institutional investors, banks, and lenders within the lending markets. Established in 2014 and based in New York, dv01 offers a suite of services including a cloud-based portfolio management solution called dv01 LOANS, which helps institutional investors analyze lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, alongside the Securitization Explorer, a web portal that delivers insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 has facilitated reporting and analytics on significant amounts of online lending and mortgage loans, thereby enhancing transparency and efficiency in the financial sector. The platform aims to streamline workflows and improve data accessibility, ultimately promoting safer lending practices.

Bold Penguin is a commercial insurance exchange that connects customers, agents, and carriers to match the right quote in record time. With a heavy focus on the agents, Bold Penguin pushes the boundaries of user experience for businesses, an easy tool for agents, and a streamlined process of underwriting for carriers. The company operates an Exchange which utilizes a set of solutions to identify, triage, quote, and bind commercial insurance in a highly efficient and tech-enabled way. It plans to deliver on the platform enhancements which include more flexibility in how the core technology is leveraged by enterprise customers, expanding in excess and surplus lines. The Company offers a streamlined process of underwriting for carriers in commercial property and casualty insurance services. Bold Penguin was founded in 2016 and is headquartered in Columbus, Ohio, USA.

Veem is a payment service provider that helps simplify the way businesses send and receive funds. It offers a platform that enables small businesses to send and receive payments in local currency. Using blockchain as a payment rail, the company eliminates the need for intermediary banks, reducing costs for small- and medium-sized businesses. It converts the sender’s funds into bitcoin, selling the digital currency at an exchange for the desired currency of the recipient. Aldo Carrascoso and Marwan Forzley co-founded the company in 2014 and is headquartered in San Francisco, California.

dv01, Inc. is a financial analytics company that specializes in providing data and real-time insights for institutional investors, banks, and lenders within the lending markets. Established in 2014 and based in New York, dv01 offers a suite of services including a cloud-based portfolio management solution called dv01 LOANS, which helps institutional investors analyze lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, alongside the Securitization Explorer, a web portal that delivers insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 has facilitated reporting and analytics on significant amounts of online lending and mortgage loans, thereby enhancing transparency and efficiency in the financial sector. The platform aims to streamline workflows and improve data accessibility, ultimately promoting safer lending practices.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

XOR Data Exchange is a data revolution by providing data owners with the accountability, control, and transparency they want to share data and solve industry challenges with confidence. Developed by data, technology and analytics experts, the company helps organizations optimize and monetize the data they possess, with data from other companies in their industry as well as other industries. XOR Data Exchange was founded in 2014 and is headquartered in Austin, Texas, United States.

Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.

AvidXchange, Inc. is a leading provider of accounts payable and payment automation software tailored for midsize businesses across various industries, including healthcare, construction, and real estate. Founded in 2000 and headquartered in Charlotte, North Carolina, AvidXchange offers a comprehensive suite of solutions, including software for purchase orders, invoice management, and payment processing. The company processes over $140 billion in transactions annually through a network of more than 680,000 suppliers, serving approximately 6,000 customers in North America. With a workforce of 1,500 employees and additional offices in several states, AvidXchange continues to innovate and streamline financial operations for its clients, establishing itself as a prominent player in the fintech sector.

Droit is a company that specializes in developing solutions aimed at enhancing global regulatory compliance and real-time controls in the financial sector. Its flagship product, Droit Adept, is a patented platform designed to facilitate intelligent decision-making in a complex regulatory environment. This platform is utilized by financial institutions to manage pre-trade and post-trade controls, assess transaction permissibility, and ensure compliant regulatory reporting. Founded by a diverse team of experts including veteran derivative traders, quantitative analysts, e-commerce specialists, and technologists, Droit combines deep industry knowledge with innovative technology to address the challenges of trading derivatives across various asset classes and regulatory frameworks.

Lendio, Inc. is an online lending marketplace based in Lehi, Utah, that connects small business owners with various lending sources, including banks and credit unions. Founded in 2005 and formerly known as Funding Universe, Inc., Lendio allows business owners to compare and find suitable financing options. The platform offers a wide range of loan products, such as short-term specialty financing, long-term low-interest loans, business lines of credit, equipment financing, and merchant cash advances, among others. Additionally, Lendio provides tools and resources to help small business owners manage their cash flow and enhance their credit ratings. The company is also committed to social responsibility, donating a portion of its funds to support low-income entrepreneurs globally.

dv01, Inc. is a financial analytics company that specializes in providing data and real-time insights for institutional investors, banks, and lenders within the lending markets. Established in 2014 and based in New York, dv01 offers a suite of services including a cloud-based portfolio management solution called dv01 LOANS, which helps institutional investors analyze lender data. The company also provides dv01 BONDS, a loan data agent service for securitizations, alongside the Securitization Explorer, a web portal that delivers insights into consumer loan securitizations. By integrating data from various marketplace lending platforms and mortgage servicers, dv01 has facilitated reporting and analytics on significant amounts of online lending and mortgage loans, thereby enhancing transparency and efficiency in the financial sector. The platform aims to streamline workflows and improve data accessibility, ultimately promoting safer lending practices.

Trov is a leading insurance technology platform that focuses on providing innovative digital insurance products and data-driven solutions. Established in 2012 by entrepreneur Scott Walchek, Trov's platform facilitates the delivery of modern insurance solutions for homeowners, renters, drivers, and small businesses. By combining advanced software with tailored insurance offerings, Trov addresses the complex risk management challenges faced by companies in the mobility and gig economy sectors. The platform supports various insurance functions, including quoting, policy management, billing, and claims management, enabling insurance carriers and financial institutions to offer fully digital insurance experiences to their clients. Trov has attracted significant investment, raising over $114 million from prominent venture capital firms and strategic partners, and operates from its headquarters in the San Francisco Bay Area, with additional offices in New York and London.

Fenway Summer Ventures is a venture capital firm established in 2014 and based in Washington, D.C. The firm specializes in investing in the financial technology sector, focusing on innovative companies that are transforming the financial services industry. Fenway Summer Ventures primarily targets early-stage investments but is also open to promising growth-stage opportunities. The firm aims to provide both capital and strategic insights to entrepreneurs, helping them to build strong brands and develop world-class teams within this multi-trillion dollar market.

StreetShares, Inc. operates a peer-to-peer small business lending marketplace that connects small business owners with retail and institutional investors. Founded in 2014 and based in Reston, Virginia, the company provides a lending-as-a-service platform that enables community banks and credit unions to offer small business loans efficiently. Its product offerings include term loans, business bonds, and both secured and unsecured small business loans. The platform supports financial institutions in delivering loans with a streamlined, digital experience, featuring rapid underwriting processes. StreetShares has gained recognition for its innovative approach in the financial technology sector, facilitating greater access to capital for small businesses.

XOR Data Exchange is a data revolution by providing data owners with the accountability, control, and transparency they want to share data and solve industry challenges with confidence. Developed by data, technology and analytics experts, the company helps organizations optimize and monetize the data they possess, with data from other companies in their industry as well as other industries. XOR Data Exchange was founded in 2014 and is headquartered in Austin, Texas, United States.

Ethoca Limited is a technology company that provides solutions to help merchants and card issuers collaborate in real time to combat fraud in digital commerce. Founded in 2005 and headquartered in Toronto, Canada, Ethoca offers a suite of integrated solutions, including Eliminator, which mitigates fraud and chargebacks by giving issuers and customers immediate access to real-time merchant intelligence. Other key offerings include Ethoca Alerts, which facilitates post-sale chargeback and fraud prevention, and Enhanced Representments, aimed at recovering revenue lost due to chargebacks. By connecting card issuers and merchants, Ethoca enhances card acceptance, prevents fraud, and improves customer experiences while minimizing disputes. The company serves a global clientele of card issuers, e-commerce merchants, and online businesses and operates additional offices in various locations, including the United States, the United Kingdom, France, Ireland, and Australia. As of May 2019, Ethoca operates as a subsidiary of Mastercard Incorporated.

As of July 21, 2016, Breeze suspended operations. Breeze offers fleet management technology that modernizes car ownership by making it flexible and accessible to all. Breeze was launched in 2014 by [Jeff Pang](https://www.crunchbase.com/person/jeff-pang#/entity), [Ned Ryan](https://www.crunchbase.com/person/ned-ryan#/entity), and [Charlie Fang](https://www.crunchbase.com/person/charlie-fang#/entity). It is active in San Francisco, Los Angeles, Seattle, Chicago, Washington, and Boston, although the company is no longer accepting new customers (for its old leasing platform).

Veem is a payment service provider that helps simplify the way businesses send and receive funds. It offers a platform that enables small businesses to send and receive payments in local currency. Using blockchain as a payment rail, the company eliminates the need for intermediary banks, reducing costs for small- and medium-sized businesses. It converts the sender’s funds into bitcoin, selling the digital currency at an exchange for the desired currency of the recipient. Aldo Carrascoso and Marwan Forzley co-founded the company in 2014 and is headquartered in San Francisco, California.

Trov is a leading insurance technology platform that focuses on providing innovative digital insurance products and data-driven solutions. Established in 2012 by entrepreneur Scott Walchek, Trov's platform facilitates the delivery of modern insurance solutions for homeowners, renters, drivers, and small businesses. By combining advanced software with tailored insurance offerings, Trov addresses the complex risk management challenges faced by companies in the mobility and gig economy sectors. The platform supports various insurance functions, including quoting, policy management, billing, and claims management, enabling insurance carriers and financial institutions to offer fully digital insurance experiences to their clients. Trov has attracted significant investment, raising over $114 million from prominent venture capital firms and strategic partners, and operates from its headquarters in the San Francisco Bay Area, with additional offices in New York and London.

College Ave Student Loans offers private student loans to undergraduate students, graduate students, and the parents of students entering college. By specializing in student loans, it is able to provide its customers the attention they deserve and deliver loans that are personalized for each individual. The company also facilitates competitive rates, the most repayment options, and a customer-friendly experience from application through repayment. College Ave Student Loans also offers its borrowers the choice between deferred, interest only, flat payment, and full principal and interest payments.

Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

OpenFin Inc. specializes in providing runtime technology solutions tailored for financial desktops, enabling web applications to function outside traditional browser environments. Founded in 2010 and based in New York, with an additional office in London, the company serves clients in the financial services sector, including banks in the United States and Europe. OpenFin's platform facilitates real-time application generation, desktop notifications, and seamless communication between applications while adhering to stringent security and compliance standards required by financial institutions. This approach allows users to avoid costly packaging and deployment cycles, promoting rapid and secure application deployment.

Untapt Inc. operates untapt.com, a technology platform designed to facilitate the hiring of technologists within financial institutions. Headquartered in New York, the company specializes in using artificial intelligence to enhance recruitment processes through its proprietary deep learning neural network, untapt Codex. This technology analyzes extensive pools of job applicants and available roles to effectively match candidates with positions that offer the best chances for success. Untapt's platform allows clients, including staffing firms and large enterprises, to create custom job boards and recruitment sites, streamlining the sorting of resumes and job postings. Additionally, the platform supports real-time connections between job seekers and employers through innovative features like short video pitches, ultimately aiming to improve placement rates for recruiters and foster enduring relationships between candidates and companies. Since its incorporation in 2013, Untapt has focused on transforming the recruitment landscape within the financial services sector.

Gusto is a software-as-a-service (SaaS) company focused on Human Capital Management (HCM). It offers a comprehensive, cloud-based platform that provides a range of HR and payroll services designed for small businesses. Key features of Gusto’s platform include payroll processing, benefits administration, time and attendance tracking, and employee onboarding. Additionally, it supports the management of employee benefits such as health, dental, and vision insurance. By streamlining these essential functions, Gusto aims to simplify the complexities of human resource management, enabling businesses to effectively meet their employees' needs.

Lendio, Inc. is an online lending marketplace based in Lehi, Utah, that connects small business owners with various lending sources, including banks and credit unions. Founded in 2005 and formerly known as Funding Universe, Inc., Lendio allows business owners to compare and find suitable financing options. The platform offers a wide range of loan products, such as short-term specialty financing, long-term low-interest loans, business lines of credit, equipment financing, and merchant cash advances, among others. Additionally, Lendio provides tools and resources to help small business owners manage their cash flow and enhance their credit ratings. The company is also committed to social responsibility, donating a portion of its funds to support low-income entrepreneurs globally.

Anthemis Group is a London-based investment firm founded in 2010 that focuses on driving innovation within the financial services sector, particularly in Fintech and InsurTech. The company aims to foster change in the financial system by investing in and supporting businesses that prioritize resiliency, transparency, access, and equity. With a strong commitment to nurturing a diverse ecosystem of startups, investors, and thought leaders, Anthemis Group seeks to address the most pressing challenges in financial systems. Over the years, the firm has made numerous investments, totaling 179 across various startups, and has successfully exited from 16 of these investments, reflecting its dedication to cultivating sustainable and impactful businesses in the industry.

Trov is a leading insurance technology platform that focuses on providing innovative digital insurance products and data-driven solutions. Established in 2012 by entrepreneur Scott Walchek, Trov's platform facilitates the delivery of modern insurance solutions for homeowners, renters, drivers, and small businesses. By combining advanced software with tailored insurance offerings, Trov addresses the complex risk management challenges faced by companies in the mobility and gig economy sectors. The platform supports various insurance functions, including quoting, policy management, billing, and claims management, enabling insurance carriers and financial institutions to offer fully digital insurance experiences to their clients. Trov has attracted significant investment, raising over $114 million from prominent venture capital firms and strategic partners, and operates from its headquarters in the San Francisco Bay Area, with additional offices in New York and London.

Bento for Business is a financial operating platform designed specifically for small and mid-sized businesses (SMBs). The platform enables businesses to issue payment credentials securely, offering virtual and corporate cards along with comprehensive management tools that enhance control and visibility over company expenses. By minimizing fraud and reducing administrative overhead, Bento's solutions allow businesses to streamline their financial processes, freeing them to concentrate on growth and customer value. The company also provides open APIs and white label partnerships, extending its capabilities to automate payments beyond employee expenses. With its headquarters in San Francisco and Chicago, Bento is recognized for its innovative approach to expense management, combining the security of traditional banking with the user-friendly features typical of modern technology firms.

College Ave Student Loans offers private student loans to undergraduate students, graduate students, and the parents of students entering college. By specializing in student loans, it is able to provide its customers the attention they deserve and deliver loans that are personalized for each individual. The company also facilitates competitive rates, the most repayment options, and a customer-friendly experience from application through repayment. College Ave Student Loans also offers its borrowers the choice between deferred, interest only, flat payment, and full principal and interest payments.

CARD.com specializes in affinity branded prepaid cards, providing a range of financial products tailored to consumer interests. The company offers an extensive selection of over 8,000 personalized card designs featuring popular figures and brands, such as athletes from the NFLPA and iconic characters like Sonic the Hedgehog and Betty Boop. CARD.com’s platform functions similarly to a debit account, allowing users to load money conveniently and conduct transactions across various channels, including online bill payments, direct deposits, ATM withdrawals, and point-of-sale purchases. This flexibility enables users to manage their finances seamlessly within today's mobile lifestyle.

College Ave Student Loans offers private student loans to undergraduate students, graduate students, and the parents of students entering college. By specializing in student loans, it is able to provide its customers the attention they deserve and deliver loans that are personalized for each individual. The company also facilitates competitive rates, the most repayment options, and a customer-friendly experience from application through repayment. College Ave Student Loans also offers its borrowers the choice between deferred, interest only, flat payment, and full principal and interest payments.

Anthemis Group is a London-based investment firm founded in 2010 that focuses on driving innovation within the financial services sector, particularly in Fintech and InsurTech. The company aims to foster change in the financial system by investing in and supporting businesses that prioritize resiliency, transparency, access, and equity. With a strong commitment to nurturing a diverse ecosystem of startups, investors, and thought leaders, Anthemis Group seeks to address the most pressing challenges in financial systems. Over the years, the firm has made numerous investments, totaling 179 across various startups, and has successfully exited from 16 of these investments, reflecting its dedication to cultivating sustainable and impactful businesses in the industry.

Market Realist, Inc. is a financial media company founded in 2013 and based in New York, dedicated to democratizing investment information. It operates a website that publishes institutional-quality research and analytics aimed at various investors, including both retail and institutional audiences. The company offers a wide range of content, including earnings reports, market analysis, mergers and acquisitions, and geopolitical issues. Market Realist produces over 200 market reports daily and provides in-depth articles on market trends, catering to a readership of more than 20 million. Its team of over 50 financial analysts, led by experienced investors, seeks to make sophisticated market data accessible at a lower cost, thereby assisting clients in making informed investment decisions. The company's flagship newsletter featuring stock picks was introduced in July 2018.

Veem is a payment service provider that helps simplify the way businesses send and receive funds. It offers a platform that enables small businesses to send and receive payments in local currency. Using blockchain as a payment rail, the company eliminates the need for intermediary banks, reducing costs for small- and medium-sized businesses. It converts the sender’s funds into bitcoin, selling the digital currency at an exchange for the desired currency of the recipient. Aldo Carrascoso and Marwan Forzley co-founded the company in 2014 and is headquartered in San Francisco, California.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Untapt Inc. operates untapt.com, a technology platform designed to facilitate the hiring of technologists within financial institutions. Headquartered in New York, the company specializes in using artificial intelligence to enhance recruitment processes through its proprietary deep learning neural network, untapt Codex. This technology analyzes extensive pools of job applicants and available roles to effectively match candidates with positions that offer the best chances for success. Untapt's platform allows clients, including staffing firms and large enterprises, to create custom job boards and recruitment sites, streamlining the sorting of resumes and job postings. Additionally, the platform supports real-time connections between job seekers and employers through innovative features like short video pitches, ultimately aiming to improve placement rates for recruiters and foster enduring relationships between candidates and companies. Since its incorporation in 2013, Untapt has focused on transforming the recruitment landscape within the financial services sector.

Fenway Summer Ventures is a venture capital firm established in 2014 and based in Washington, D.C. The firm specializes in investing in the financial technology sector, focusing on innovative companies that are transforming the financial services industry. Fenway Summer Ventures primarily targets early-stage investments but is also open to promising growth-stage opportunities. The firm aims to provide both capital and strategic insights to entrepreneurs, helping them to build strong brands and develop world-class teams within this multi-trillion dollar market.

Gusto is a software-as-a-service (SaaS) company focused on Human Capital Management (HCM). It offers a comprehensive, cloud-based platform that provides a range of HR and payroll services designed for small businesses. Key features of Gusto’s platform include payroll processing, benefits administration, time and attendance tracking, and employee onboarding. Additionally, it supports the management of employee benefits such as health, dental, and vision insurance. By streamlining these essential functions, Gusto aims to simplify the complexities of human resource management, enabling businesses to effectively meet their employees' needs.