Figure Markets
Series A in 2024
Figure Markets is a company focused on transforming private capital markets through the application of blockchain technology. It has developed a digital asset platform that facilitates trading, borrowing, and investing within a unified decentralized environment. This platform provides access to a range of financial instruments, including public equity, fixed-income securities, and alternative investments. By enabling cross-collateralization across various asset classes, Figure Markets allows investors to diversify their portfolios beyond conventional resources, thereby enhancing investment opportunities and efficiency in the capital markets.
Digital Currency Group
Secondary Market in 2021
Digital Currency Group is a Stamford, Connecticut-based corporate venture capital firm that invests in and supports companies operating in fintech, bitcoin, web3 infrastructure, platforms, decentralized finance, data, metaverse, and blockchain sectors. Through its portfolio, the firm provides capital and strategic guidance to a global network of startups and mature ventures. Digital Currency Group also owns and operates CoinDesk, a prominent blockchain media and events platform, Genesis Trading, a leading bitcoin brokerage, and Grayscale Investments, a major digital asset management firm, which together extend its ecosystem beyond investment into media, trading, and asset management services.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Brex
Venture Round in 2021
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Ajaib is a financial technology company in Indonesia that operates an online investment platform enabling individuals to save and invest by buying and selling stocks, exchange-traded funds, and mutual funds. The company aims to democratize access to financial products by offering low minimums and no account fees, making investing affordable for a broad base of retail investors. Headquartered in Jakarta, Ajaib provides a digital-first solution that simplifies investing and financial planning for Indonesian users.
Vise is a technology company that automates investment management for financial advisors through the use of artificial intelligence. Founded in 2016 by Samir Vasavada and Runik Mehrotra in New York, Vise offers a comprehensive platform that supports the entire advisor-client relationship. This includes the creation of personalized portfolios, management of those portfolios, and the provision of ongoing intelligence to ensure optimal performance. By leveraging advanced technology, Vise enables financial advisors to focus on what matters most: their client relationships, while also providing them with customized investment solutions and automated trade execution.
Warren Investimentos
Series C in 2021
Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, specializing in providing tailored investment solutions for clients at various life stages. The company distinguishes itself as the first in Brazil to adopt a goal-based investment model, a strategy previously utilized primarily by ultra-high-net-worth individuals abroad. Warren Investimentos emphasizes a client-centric approach that aligns its services with the specific objectives of each investor, effectively mitigating conflicts of interest that often arise in the market. Through its innovative wealth management platform, the firm enables clients to set investment goals, analyze results, and track performance, thereby facilitating informed decision-making and enhancing the overall investment experience.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Ajaib is a financial technology company in Indonesia that operates an online investment platform enabling individuals to save and invest by buying and selling stocks, exchange-traded funds, and mutual funds. The company aims to democratize access to financial products by offering low minimums and no account fees, making investing affordable for a broad base of retail investors. Headquartered in Jakarta, Ajaib provides a digital-first solution that simplifies investing and financial planning for Indonesian users.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Warren Investimentos
Series B in 2020
Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, specializing in providing tailored investment solutions for clients at various life stages. The company distinguishes itself as the first in Brazil to adopt a goal-based investment model, a strategy previously utilized primarily by ultra-high-net-worth individuals abroad. Warren Investimentos emphasizes a client-centric approach that aligns its services with the specific objectives of each investor, effectively mitigating conflicts of interest that often arise in the market. Through its innovative wealth management platform, the firm enables clients to set investment goals, analyze results, and track performance, thereby facilitating informed decision-making and enhancing the overall investment experience.
Founded in 2017, Groww is a user-friendly investment platform that simplifies mutual fund investments. It offers direct access to mutual funds, gold, and US stocks, along with insights on personal finance. The platform leverages data science to provide transparent, paperless investing experiences.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Warren Investimentos
Series A in 2019
Warren Investimentos is an investment brokerage and wealth management firm based in Brazil, specializing in providing tailored investment solutions for clients at various life stages. The company distinguishes itself as the first in Brazil to adopt a goal-based investment model, a strategy previously utilized primarily by ultra-high-net-worth individuals abroad. Warren Investimentos emphasizes a client-centric approach that aligns its services with the specific objectives of each investor, effectively mitigating conflicts of interest that often arise in the market. Through its innovative wealth management platform, the firm enables clients to set investment goals, analyze results, and track performance, thereby facilitating informed decision-making and enhancing the overall investment experience.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Wealthfront
Series E in 2018
Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, specializing in automated wealth management services. The company focuses on helping individuals, particularly young professionals and families, build long-term wealth through a combination of diversified investing, high-yield savings, and low-cost loans. Wealthfront's mobile application functions as a robo-advisor, providing users with access to investment strategies and comprehensive financial planning services. The firm leverages in-house research to guide its investments in public equity, fixed income funds, mutual funds, and exchange-traded funds. With over 500,000 clients in the United States, Wealthfront manages more than $30 billion in assets and has received numerous accolades for its innovative financial products and services.
Brex Inc. is a financial technology company that provides corporate credit cards and integrated financial services to businesses. Established in 2017 and headquartered in San Francisco, California, Brex has additional offices in Draper, Utah; Vancouver, Canada; and New York, New York. The company offers the Brex Mastercard Corporate Credit Card, which features reward programs for various categories, including rideshare, travel, dining, and software subscriptions. By combining financial services with existing software applications, Brex enables businesses to streamline their financial operations and empower employees to make informed financial decisions. This innovative approach helps companies navigate the complexities of the modern business environment and enhances their growth potential.
Wealthfront
Series D in 2014
Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, specializing in automated wealth management services. The company focuses on helping individuals, particularly young professionals and families, build long-term wealth through a combination of diversified investing, high-yield savings, and low-cost loans. Wealthfront's mobile application functions as a robo-advisor, providing users with access to investment strategies and comprehensive financial planning services. The firm leverages in-house research to guide its investments in public equity, fixed income funds, mutual funds, and exchange-traded funds. With over 500,000 clients in the United States, Wealthfront manages more than $30 billion in assets and has received numerous accolades for its innovative financial products and services.
Wealthfront
Series C in 2014
Wealthfront Inc. is a privately owned investment manager based in Redwood City, California, specializing in automated wealth management services. The company focuses on helping individuals, particularly young professionals and families, build long-term wealth through a combination of diversified investing, high-yield savings, and low-cost loans. Wealthfront's mobile application functions as a robo-advisor, providing users with access to investment strategies and comprehensive financial planning services. The firm leverages in-house research to guide its investments in public equity, fixed income funds, mutual funds, and exchange-traded funds. With over 500,000 clients in the United States, Wealthfront manages more than $30 billion in assets and has received numerous accolades for its innovative financial products and services.