Scout is a financial planning company that offers financial education, wealth management, and tax preparation services for athletes.
Penny Finance
Seed Round in 2024
Penny Finance is an innovative online platform offering personalized financial mentorship tailored specifically for women. It provides comprehensive real-world financial education, empowering users with practical knowledge on money management, debt handling, and investing.
Avenir
Pre Seed Round in 2024
Avenir is a technology company that specializes in streamlining financial reporting for financial advisors and wealth managers. Its AI-powered platform automates data extraction from various documents, generates reports, and creates post-meeting summaries, reducing manual effort from hours to minutes while maintaining regulatory compliance and personalization standards. This enables professionals to save time, enhance accuracy, and better serve their clients.
Peas Technology
Pre Seed Round in 2024
Peas Technology is a fintech company that specializes in joint financial management for couples. Its platform enables users to connect their existing bank accounts, track shared expenses, set and work towards shared savings goals, and pay bills collaboratively. By providing a holistic view of couples' finances, Peas aims to simplify shared financial management and help users build a strong financial foundation together.
AAZZUR Ltd, established in 2017 and headquartered in London, specializes in developing a fintech orchestration platform. This platform enables businesses to embed tailored financial services into their offerings, such as banking, wealth management, and insurance, without the need for significant tech investment or multiple contracts. AAZZUR's solution aggregates and curates best-of-class suppliers, simplifying customer experiences, driving business growth, and reducing time to market. The company formerly operated under the name BEEONE TECHNOLOGY LIMITED until December 2017 when it rebranded as AAZZUR Ltd.
Alt/Finance
Pre Seed Round in 2023
Alt/Finance is a company focused on alternative investments, leveraging real-time data to drive innovation across various sectors, including insurance, lending, and asset management. It has developed a financial data platform specifically tailored for alternative real assets, providing clients with comprehensive financial data feeds, integrations, and software services. This platform enables users to gain real-time insights into market performance, facilitating effective tracking of investments in luxury collectibles and other alternative asset classes. By integrating unified market data, Alt/Finance enhances decision-making for clients seeking to navigate the complexities of alternative investments.
Hash App
Pre Seed Round in 2023
Hash App is a neobrokerage platform enabling US retail investors to invest commission-free in U.S., global, and emerging markets stocks, ETFs, smart portfolios, cryptocurrencies, and digital assets with as little as $1.
Avenir
Pre Seed Round in 2023
Avenir is a technology company that specializes in streamlining financial reporting for financial advisors and wealth managers. Its AI-powered platform automates data extraction from various documents, generates reports, and creates post-meeting summaries, reducing manual effort from hours to minutes while maintaining regulatory compliance and personalization standards. This enables professionals to save time, enhance accuracy, and better serve their clients.
PortF
Pre Seed Round in 2023
PortF is a software platform designed for investment management and reporting. It tracks potential deals, manages investor relationships, and creates fundraising materials. The platform improves information flow between investors and investees by enhancing transparency and efficiency. Financial performances are automatically fed into flexible business KPIs.
Ladder
Pre Seed Round in 2023
Ladder is a mobile application designed to enhance personal finance management through the use of artificial intelligence. The platform offers users an integrated experience aimed at helping them grow their wealth exponentially. By leveraging advanced technology, Ladder provides personalized financial assistance, enabling individuals to make informed decisions about their money. The app aims to simplify financial management, making it accessible and effective for users seeking to optimize their financial well-being.
Vestinda
Pre Seed Round in 2023
Vestinda is a fintech company focused on streamlining the investment process for traders and investors through advanced technology and automation. Its platform allows users to connect their accounts from various exchanges and brokers, offering a unified dashboard to efficiently track and manage their portfolios. By leveraging advanced algorithms and the expertise of professional traders, Vestinda provides access to validated trading strategies and investment management tools, enabling users to build and automate their investment portfolios in a matter of minutes. The company's mission is to empower over 100 million people worldwide to enhance and automate their investment activities, simplifying the complexities of portfolio management in the evolving landscape of trading and investment.
TrustWare
Pre Seed Round in 2023
TrustWare is a blockchain-based platform offering secure, recoverable, non-custodial crypto vaults. Users maintain full control over their digital assets while enjoying advanced security features like multi-signature authentication and cold storage. Additionally, TrustWare facilitates peer-to-peer transactions within its social network environment.
Cashpool
Non Equity Assistance in 2023
Cashpool offers a marketplace app that helps users discover and manage trading strategies, and develops financial software that enables investors to invest in stocks. The platform leverages blockchain technology to connect different ecosystems and deliver a hedge fund-like experience, allowing investors to connect with traders and make values-aligned investment decisions.
BezoMoney
Venture Round in 2023
BezoMoney operates a digital savings platform from Accra, Ghana, offering a personal e-wallet and a group e-wallet for social savings via a mobile app. It serves low-income earners by enabling regular saving, access to bulk capital through group savings, and tools to improve creditworthiness. The platform features a lock option on the personal wallet and uses a machine-learning based points system that rewards consistency with benefits such as discounts and potential investment options. A rotational group savings model ties members within a network, promoting transparency, accountability and security of savings as users progress toward financial independence.
BluBinder
Pre Seed Round in 2023
BluBinder is a fintech and legal tech platform designed to facilitate the inheritance process for aging parents and their adult children. By connecting families with financial institutions and attorneys, BluBinder ensures that aging parents' finances are protected and that their wishes regarding inheritance are effectively managed. A key component of the platform is its Legal Acceptance Network, which uniquely integrates legal and financial resources, allowing families to create legally binding estate plans. In addition to this network, BluBinder provides a range of services such as document storage and organization, automated notifications and reminders, and access to trusted financial and legal professionals. Utilizing advanced technology including mobile, web, and blockchain, BluBinder offers features like secure money transfers, enabling families to better manage and safeguard their elderly loved ones' wealth. This comprehensive approach gives families peace of mind, knowing that their parents' financial matters will be handled smoothly and in accordance with their wishes.
Sparrow Finance
Seed Round in 2023
Sparrow Finance is a bitcoin platform and community specifically designed for women, focusing on eliminating technological barriers to entry in the cryptocurrency market. Established in 2022 by Kendra and Lord Cole in Chicago, Sparrow offers a user-friendly platform that allows women to create digital wallets for purchasing bitcoin either as a one-time investment or through auto-monthly contributions. The platform enables users to set up personalized funds to help them stay organized and motivated in achieving their financial goals. Additionally, Sparrow features peer-to-peer bitcoin gifting for celebrating significant life events. By targeting women, particularly those in parenting phases, Sparrow aims to bridge the gap between the growing interest in cryptocurrency and the female demographic, fostering shared experiences and enhancing financial confidence among women. Ultimately, Sparrow seeks to empower women to engage in the cryptocurrency market, supporting their journey towards financial independence while addressing the gender gap in the crypto space.
Penny Finance
Pre Seed Round in 2023
Penny Finance is an innovative online platform offering personalized financial mentorship tailored specifically for women. It provides comprehensive real-world financial education, empowering users with practical knowledge on money management, debt handling, and investing.
Moja
Pre Seed Round in 2023
Moja is a financial services platform based in London, UK, designed to facilitate cross-border saving among family and friends. The platform enables users to track contributions and shared balances in real-time, allowing them to collaborate and connect financially across borders. By supporting both cryptocurrency and fiat currencies, Moja provides a comprehensive solution for users to earn interest on their savings, enhancing their ability to manage finances collectively.
Savvly
Pre Seed Round in 2023
Savvly is a Colorado-based company providing financial security programs and retirement-oriented investment options to support long-term planning and retirement security for individuals.
BlackHedge
Pre Seed Round in 2023
Founded in 2021, BlackHedge is a Baltimore-based company that empowers individual investors through AI-driven investment tools. Its platform democratizes stock trading by analyzing technical indicators and providing algorithmic displays to help users identify winning stocks and avoid losing ones.
Ola
Pre Seed Round in 2023
Only 28% of Latinx own US stocks or Crypto compared to 61% of nonhispanics. We are building a Finance Super App for US Hispanics and Latinxs to invest, spend and save.
Ola is built by Latinos for Latinos.
#siguelaola
Banca.Me
Pre Seed Round in 2023
Banca.Me specializes in consumer and investment lending, offering fast, secure, and user-friendly financial solutions accessible via mobile devices.
Keble
Pre Seed Round in 2022
Keble is a fintech platform that enables young Africans in the diaspora to access affordable real estate investments, aiming to democratize real estate investing by offering a range of options including fractional ownership and full ownership designed to suit different income levels and financial goals, with a focus on providing secure, stable ways to build wealth through real estate and helping users diversify their portfolios without the burdens typically associated with property ownership.
A'govest
Pre Seed Round in 2022
A'govest is a mobile app that allows women to build wealth through personalized financial education and workshops.
Porthos & Co, a Techstars portfolio company
Pre Seed Round in 2022
Porthos & Co is a private lending firm established in 2019 and headquartered in London, United Kingdom. The company focuses on providing financial solutions tailored for premier clients, offering services that include mortgages, loans, and investments. Porthos & Co aims to address the evolving needs of today's financial clientele, which it believes are inadequately served by traditional banking institutions. The firm is currently in the process of expanding its operations and is actively seeking early funding to support its growth initiatives.
Lendorse
Pre Seed Round in 2022
Lendorse is a social impact fintech company that facilitates 'study now, pay later' agreements for students from developing countries in Europe. It uses a proprietary underwriting model to assess creditworthiness without traditional credit scores or collateral. Upon graduation, students repay a portion of their income through Income Share Agreements. Lendorse also provides career assistance to help graduates secure jobs.
Beyond Equity
Convertible Note in 2022
Beyond Equity operates a financing platform that enables startups to raise capital through Revenue Incentive Notes, a non-dilutive instrument that allows a share of future revenues to be funded today. The platform assesses eligibility, issues RINOs, and connects startups with investors on a revenue-based marketplace, blending elements of venture debt and equity. For founders, RINOs offer funding without equity dilution or control loss, while investors gain liquidity and exposure to revenue streams with potentially lower risk than traditional equity, creating a new asset class and expanding non-VC investment access.
Groovv
Pre Seed Round in 2022
Groovv is a financial service platform designed to support gig workers, freelancers, and independent contractors in their retirement planning and investment strategies. It provides accessible and affordable tools that offer information and feedback on investments, allowing users to share insights and make informed decisions. By focusing on the unique needs of individuals in the gig economy, Groovv aims to simplify the process of retirement savings and foster greater participation in investment planning.
Candle
Non Equity Assistance in 2022
Candle is a mobile application designed to simplify investment for users by employing an index fund strategy. It allows individuals to invest in companies they believe in while maintaining a customizable and balanced portfolio. The app provides users with insights into their financial status and offers actionable recommendations, particularly in decentralized finance (DeFi) strategies that aim to outpace inflation. Candle connects fintech developers and influencers with banking and investing consumers, optimizing financial management through automation. Its features include creating and sharing custom portfolios, utilizing advanced algorithms for tasks such as rebalancing and tax loss harvesting. By automating various aspects of financial management, Candle reduces the complexity and stress associated with personal finance, enabling users to save both time and money.
Surmount AI
Pre Seed Round in 2022
Surmount AI is a developer of an automated investing platform designed to enable individuals to invest hands-free. The platform utilizes machine learning trading systems, algorithmic trading, and copy trading across multiple brokers. By providing access to quantitative investing through a patent-pending process and high-performance algorithmic strategies, Surmount AI aims to empower investors to enhance their success rates while minimizing the time and stress associated with market engagement. The company's mission is to transform the way individuals participate in the financial markets, making investing more accessible and efficient.
Focal Point
Pre Seed Round in 2021
Focal Point is a financial planning company. They are a completely independent planning and investment firm. Their services include full-service planning and hourly planning. Their planning includes retirement planning, business planning, investment analysis, tax planning strategies, and debt management planning.
Waffle Labs
Seed Round in 2021
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.
Waffle Labs
Series A in 2021
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.
Defynance
Pre Seed Round in 2021
Defynance operates a loan refinancing and investing platform that uses income share agreements to pay off existing student loans. The company pairs refinancing candidates with ISA investors through an AI-driven marketplace, and a proprietary ML algorithm continuously advises on individualized income share pricing and underwriting decisions. The platform enables borrowers to refinance debt via ISAs while providing resources during unemployment and a potential cash return at the end of the ISA based on a personal self-equity account. For ISA funders, Defynance offers a diversified, low-volatility investment opportunity with potential tax-deferred returns and protection from interest-rate and stock market risk. By integrating financing and investing on a single digital marketplace, Defynance seeks to give students financial freedom and deliver social impact through innovative debt repayment and funding structures.
Blue Studios
Seed Round in 2020
Blue Studios develops a family-focused crypto wallet and accompanying software that enables households to plan, invest, learn, and play together. The platform helps families reimagine what they can do with money and assets, supporting collaborative financial decision-making, education, and hands-on engagement with digital wealth. By design, it empowers families to act as custodians of their data and financial resources, fostering shared goals and financial literacy.
Dot
Pre Seed Round in 2020
Dot is a financial technology company that operates a savings and investment management platform designed for employees. The platform features a robot financial advisor that provides personalized recommendations to help users enhance their savings, optimize their spending, and effectively plan for retirement. By offering various plans for managing savings and setting financial goals, Dot enables individuals to make informed financial decisions and improve their overall financial well-being.
Finch is a financial technology company based in Boston, Massachusetts, that provides an innovative online trading platform designed to simplify investing. Founded in 2019, Finch allows users to earn investment returns by automatically investing their cash balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their individual risk profiles. This unique approach ensures that users’ entire balance is actively working for them from the outset. Additionally, Finch offers instant access to funds, including those that are invested, enhancing liquidity for users. The platform also features a rewards card that enables customers to earn cash back on purchases, which can be automatically reinvested to foster financial growth. Through these services, Finch aims to make investing accessible and straightforward for its users.
InterGen Data
Pre Seed Round in 2020
InterGen Data develops cloud-based AI software solutions that help financial services firms, healthcare providers, and insurance companies identify and prepare for clients' life events. Its proprietary algorithms analyze data to predict life event occurrences, enabling businesses to address coverage gaps, mitigate risks, and uncover revenue opportunities.
Mellow
Pre Seed Round in 2020
Mellow is an innovative platform designed to help parents teach their children, aged 6 to 18, essential financial skills such as saving, spending, and earning. The service is integrated with a prepaid card, allowing children to engage in real-world financial activities while parents have access to control features and real-time spending records through a dedicated app. Mellow aims to create a habitual and educational experience that enables children to understand budgeting and personal finance, empowering them to manage their money effectively and achieve their financial goals.
OfColor
Pre Seed Round in 2020
OfColor specializes in a financial wellness platform tailored for employees of color. It offers content, AI-driven advice, and banking tools designed around the unique saving, spending, and wealth-building habits of people of color.
Cast Corporation
Pre Seed Round in 2020
Cast Corporation is a technology company based in San Francisco, California, founded in 2019. It specializes in creating cast players designed to use audio and video to clarify complex concepts, particularly in financial contexts. The company generates audio and video reports from data, enabling users to better understand financial and revenue information. Cast Corporation's offerings include financial casts, research reports, and services related to investor relations, personal finance, wealth management, retirement investment, college savings planning, and asset management. Additionally, the company focuses on revenue intelligence and operational insights, aiming to drive customer success and encourage users to take significant actions based on the information presented.
Hitcaliber
Seed Round in 2020
Hitcaliber provides a digital edge to get rank and bank to you. Our team brings the dedication and experience for all your thriving needs. We are experts in wealth management, corporate consulting, ed-tech consulting, web 3.0 counseling and many more...
Vested Finance
Seed Round in 2020
Vested Finance, established in 2018, is a San Francisco-based financial technology company that operates an online investment platform. It facilitates Indian investors' access to the U.S. stock market and exchange-traded funds (ETFs) through its user-friendly mobile application, available on both Google Play and the App Store. The platform offers zero-commission trading, no minimum balance requirements, and enables investments in fractional shares. Vested Finance also provides educational resources and curated portfolios to aid clients in making informed investment decisions. Additionally, the company offers student advisory services, assisting with exam preparation, college and course selection, and career path decisions.
Yunit
Pre Seed Round in 2020
Yunit is a collective investing app. Founded in 2020 and is based in Oakland, CA.
Arrived Homes
Pre Seed Round in 2020
Arrived Homes is a real estate investing platform that enables individuals to invest in shares of residential rental properties. The platform purchases and manages the properties, handling acquisition, improvements, and daily operations, with the goal of generating passive income from rent and property appreciation. Investors can participate by buying shares of rental homes, potentially including vacation rentals, and benefit from ongoing rental income while the platform oversees management and property maintenance. Arrived Homes is headquartered in Seattle, Washington.
Gatsby
Venture Round in 2020
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.
Blue Studios
Pre Seed Round in 2020
Blue Studios develops a family-focused crypto wallet and accompanying software that enables households to plan, invest, learn, and play together. The platform helps families reimagine what they can do with money and assets, supporting collaborative financial decision-making, education, and hands-on engagement with digital wealth. By design, it empowers families to act as custodians of their data and financial resources, fostering shared goals and financial literacy.
Wunder
Venture Round in 2019
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.
Finch is a financial technology company based in Boston, Massachusetts, that provides an innovative online trading platform designed to simplify investing. Founded in 2019, Finch allows users to earn investment returns by automatically investing their cash balances into a diversified portfolio of exchange-traded funds (ETFs) tailored to their individual risk profiles. This unique approach ensures that users’ entire balance is actively working for them from the outset. Additionally, Finch offers instant access to funds, including those that are invested, enhancing liquidity for users. The platform also features a rewards card that enables customers to earn cash back on purchases, which can be automatically reinvested to foster financial growth. Through these services, Finch aims to make investing accessible and straightforward for its users.
Ambit
Pre Seed Round in 2019
Ambit is an investment management and financial advisory firm that specializes in providing comprehensive financial solutions to a diverse clientele, including institutions, corporations, high-net-worth individuals, self-employed professionals, and small to medium enterprises. The company focuses on delivering tailored financial advice and capital to help clients achieve their financial objectives. By leveraging its expertise in the financial sector, Ambit aims to support clients in navigating complex financial landscapes and making informed investment decisions.
Balance
Pre Seed Round in 2019
Over the past seven years, Balance successfully served digital asset exchanges, OTC and prop. trading desks, ATM networks, private funds, market makers, liquidity providers, and corporate entities across Canada and certain parts of the world. Balance currently custodies over $2.5 billion worth of digital assets in its SOC 2 certified proprietary platform.
North Loop
Pre Seed Round in 2019
Borderless banking for global citizens
Chord
Pre Seed Round in 2019
Chord is a home finance company that offers a non-debt alternative to traditional home mortgages, targeting millennials who wish to avoid high levels of mortgage debt while transitioning from renting to homeownership. The company has developed a real estate platform that enables consumers to purchase homes incrementally, allowing them to build equity at their own pace. This innovative approach not only empowers home buyers with flexible financing options but also creates a new asset class for investors interested in owner-occupied housing. By providing access to debt-free capital, Chord facilitates a unique investment opportunity for institutional investors and presents a lower-risk lending option for financial institutions.
Thrive Savings
Pre Seed Round in 2019
Thrive Savings Inc., founded in 2016, is a financial technology company based in Toronto, Canada, with an additional office in New York. The company specializes in developing financial wellness applications aimed at helping individuals save money effortlessly. Thrive's platform includes features like Flex, which helps users determine how much spare change to set aside, and a chatbot for managing savings, receiving updates, and making withdrawals. Additionally, the app offers a bonus savings program and provides cashback rewards, encouraging guilt-free spending without accruing debt. Thrive is available for U.S. consumers on the Apple App Store and will soon be accessible on the Google Play Store. The company is backed by Techstars and focuses on empowering users to save money while enjoying their purchases.
Waffle Labs
Seed Round in 2019
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.
Waffle Labs
Pre Seed Round in 2018
Waffle Labs, Inc. is a New York-based company founded in 2018 that specializes in developing financial services software to assist customers in managing their investments. In addition to its investment management solutions, Waffle Labs operates an insurance platform that provides customizable insurance plans across various categories, including renters insurance, pet insurance, personal cyber insurance, and term life insurance. Through its innovative offerings, the company aims to enhance the financial security and investment strategies of its clients.
Pluto Money
Pre Seed Round in 2018
Pluto Money is a financial wellness application designed specifically for Gen Z, helping them navigate their financial goals during college and beyond. The platform utilizes behavioral and data science to guide users in setting and achieving their financial objectives through personalized and social challenges. It allows users to anonymously compare their financial situations with those of similar peers, fostering a sense of community and accountability. The application prioritizes user security, employing bank-level protections such as multifactor authentication to safeguard sensitive information. By addressing the unique financial needs of a demographic that is often underserved, Pluto aims to build a future-oriented banking solution focused on improving financial literacy and wellness.
Cred Invest is a technology company based in Tel Aviv, Israel, founded in 2016. It specializes in developing software-as-a-service (SaaS) solutions aimed at enhancing investment portfolios. By leveraging machine learning, Cred personalizes investment strategies for individual clients, thereby optimizing their financial outcomes. The company focuses on assisting financial institutions in attracting retail investors through a data-driven approach that tailors the customer experience, increasing the likelihood of conversion. This innovative platform not only supports investment management but also aims to enhance customer engagement and satisfaction in the financial services sector.
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.
Wunder
Debt Financing in 2018
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.
Gatsby
Pre Seed Round in 2018
Gatsby Digital, Inc., established in 2018 and headquartered in New York, operates a commission-free stock and options trading platform. It offers Gatsby, a user-friendly platform enabling users to trade stocks and options in companies and ETFs with as little as $10, without any fees. Gatsby rewards users with points for every trade, redeemable for gift cards. It also fosters a social network, allowing users to react to market news and leverage collective knowledge. Gatsby Digital is a subsidiary of ViewTrade Securities Inc.
Walkthrough
Pre Seed Round in 2018
Walkthrough is an investment advisory firm located in Philadelphia, Pennsylvania, established in 2021. The company offers an automated personal finance information management tool that enables clients to track and organize their finances effectively. By aggregating financial account information from various institutions and third-party data sources, Walkthrough provides relevant financial insights to help clients make informed decisions. The management team oversees the firm’s assets, ensuring clients receive tailored financial advice and support in managing their financial portfolios.
RealBlocks
Convertible Note in 2017
RealBlocks is a financial technology platform designed to facilitate the online distribution of alternative investment funds by investment managers. By connecting these managers with financial advisors and institutions, RealBlocks enhances the capital-raising process across global markets. The platform offers essential tools, including built-in secondary trading, a customizable white-label onboarding experience, and an API dashboard for comprehensive management. It aims to reduce costs, improve efficiency, and enhance the overall investor experience, particularly within the realms of real estate and other alternative investments. By integrating various service providers, RealBlocks enables seamless transitions to tokenized product structures, promoting enhanced liquidity and fractionalization for its users.
Cogni is a New York-based company that develops a digital banking platform designed to enhance financial services for businesses across Europe. Formerly known as Bizbaze, Cogni offers multi-currency business accounts that integrate artificial intelligence-driven tools to streamline various financial activities. The platform employs machine learning to automate and simplify virtual payments, providing users with an intuitive interface that supports a range of financial transactions, including deposits and lifestyle-related bookings such as hotels and flights. By focusing on accessibility and transparency, Cogni aims to revolutionize the digital banking experience for its users, combining traditional finance with emerging technologies like decentralized finance and non-fungible tokens.
KapitalWise
Seed Round in 2017
KapitalWise is a technology company offering a no-code client engagement platform that connects client data from internal systems, external data, and financial wellness content to enable personalized outreach. The platform employs machine learning and artificial intelligence to detect and predict personal and financial events, allowing financial institutions to tailor product recommendations and services to the right customers at the right time. It also supports micro-investment guidance, helping institutions engage clients with targeted opportunities. By automating engagement workflows and measuring behavior changes, KapitalWise enables financial institutions to service clients more quickly and holistically.
Wunder
Venture Round in 2017
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.
Exeq
Pre Seed Round in 2017
Exeq Inc. is a personal finance management company founded in 2015 and headquartered in New York, New York. It develops a mobile budgeting application that assists users in managing their finances by providing insights into their spending habits and offering automated savings plans. The app enables users to track expenses, set budgets, and discover new spending opportunities that align with their financial goals. Additionally, Exeq leverages transactional data to enhance the experience for both consumers and retail businesses, allowing businesses to gain insights into customer behavior and industry trends. Through its innovative approach, Exeq aims to empower users to make smarter financial decisions and improve their overall money management.
ForwardLane
Pre Seed Round in 2017
ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.
Alpha Exchange
Seed Round in 2016
Alpha Exchange Ltd is an online platform that serves the capital markets community by connecting various participants, including buy-side investors, sell-side brokers, independent research providers, industry specialists, and investor relations teams. Founded in 2015 and headquartered in London, the company facilitates the sharing of institutional investment information, enhancing the decision-making process for investors. It offers tailored solutions that help buy-side clients manage their research inflows, while also enabling research providers to engage with a global audience of investment managers and financial institutions. Additionally, Alpha Exchange supports investor relations by providing access to shareholders and facilitating connections with potential investors worldwide. As of November 2017, Alpha Exchange operates as a subsidiary of Visible Alpha, LLC, continuing to innovate in the field of investment knowledge exchange.
FinancialJuice
Seed Round in 2016
FinancialJuice is a real-time news and financial content platform aiming to provide traders and investors with comprehensive, up-to-date market information. Its mission is to democratize access to market-moving insights, empowering all investors to make informed decisions.
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.
ForwardLane
Pre Seed Round in 2016
ForwardLane Inc. is an artificial intelligence company based in New York, specializing in providing digital advisory and distribution solutions for wealth management, asset management, and commercial banking. Founded in 2014, the company has developed a patented AI-powered insight platform that leverages natural language processing to synthesize data and generate actionable insights for financial advisors and fund distributors. This platform acts as a virtual analyst, analyzing client data daily to identify growth opportunities and enhance client engagement. ForwardLane also offers tools like the A1 signal engine, which automates insights, and ForwardLane Goal Miner, designed to extract financial goals from unstructured data. With additional locations in London and a development center in Fort Lauderdale, ForwardLane aims to streamline decision-making processes for financial institutions, enabling them to transform complex data into meaningful intelligence and foster proactive client interactions.
Exeq Inc. is a personal finance management company founded in 2015 and headquartered in New York, New York. It develops a mobile budgeting application that assists users in managing their finances by providing insights into their spending habits and offering automated savings plans. The app enables users to track expenses, set budgets, and discover new spending opportunities that align with their financial goals. Additionally, Exeq leverages transactional data to enhance the experience for both consumers and retail businesses, allowing businesses to gain insights into customer behavior and industry trends. Through its innovative approach, Exeq aims to empower users to make smarter financial decisions and improve their overall money management.
Swarm Fund
Pre Seed Round in 2014
Swarm Fund operates a decentralized crowdfunding platform that enables entrepreneurs to raise capital through cryptocurrency. Founded in 2014 and based in Palo Alto, California, the company focuses on democratizing access to private equity and alternative investment opportunities. By utilizing blockchain technology, Swarm Fund allows smaller investors to participate in high-return investment classes that were traditionally reserved for larger institutional investors. The platform achieves this by pooling smaller investments into larger blocks, making it possible to invest in asset-backed funds via cryptocurrency tokens. Swarm's innovative approach includes the tokenization of real-world assets through the SRC20 protocol, which facilitates the management, governance, and trading of these investments. Overall, Swarm Fund aims to create a more inclusive financial landscape for investors of all sizes.
Wunder is a company based in Boulder, Colorado, specializing in financing and developing large-scale solar projects across the United States. Established in 2013, Wunder provides construction and term financing for various commercial solar initiatives, including power purchase agreements, feed-in tariffs, and community solar developments. The company collaborates with solar organizations and financial institutions to facilitate the creation of solar projects for businesses, municipalities, nonprofits, and communities. Additionally, Wunder operates solar investment funds that connect individual and institutional investors with solar projects, leveraging proprietary software to conduct thorough project evaluations. This approach enables accredited investors to build diversified solar portfolios, traditionally accessible only to larger entities.
Swarm Fund
Seed Round in 2014
Swarm Fund operates a decentralized crowdfunding platform that enables entrepreneurs to raise capital through cryptocurrency. Founded in 2014 and based in Palo Alto, California, the company focuses on democratizing access to private equity and alternative investment opportunities. By utilizing blockchain technology, Swarm Fund allows smaller investors to participate in high-return investment classes that were traditionally reserved for larger institutional investors. The platform achieves this by pooling smaller investments into larger blocks, making it possible to invest in asset-backed funds via cryptocurrency tokens. Swarm's innovative approach includes the tokenization of real-world assets through the SRC20 protocol, which facilitates the management, governance, and trading of these investments. Overall, Swarm Fund aims to create a more inclusive financial landscape for investors of all sizes.
WeGather
Seed Round in 2010
WeGather is a technology company focused on providing online solutions for faith communities and schools. It specializes in creating private web portals that facilitate volunteer participation and community management through tools such as calendars, event invites, document storage, email blasts, and photo sharing. The platform is designed to be flexible, accommodating organizations of various sizes, from small committees to large congregations. Additionally, WeGather offers a fee-based donation management system called WeShare, which is known for its PCI compliance, speed, usability, security, and flexibility.